Overall, the analysts view DeepSeek’s emergence as a “negative for AI training and positive for inferencing infrastructure”, ...

JMP Securities initiated coverage on a group of companies in the digital infrastructure sector, assigning Market Outperform ...

Mizuho says DeepSeek’s new artificial intelligence model will drive several questions for data center stakeholders, including the continued ...

JMP Securities initiated coverage of Equinix (EQIX) with an Outperform rating and $1,200 price target The firm says “we are in the midst of ...

Equinix (NASDAQ:EQIX – Free Report) had its target price lifted by Scotiabank from $985.00 to $1,114.00 in a research report sent to investors on Thursday,Benzinga reports. Scotiabank currently has a ...

We recently published a list of 10 AI News You Should Definitely Take a Look At. In this article, we are going to take a look ...

Looking at Ciena, the company supplies to both Microsoft and Oracle. As the Stargate venture drives the creation of data centers in disparate locations, Notter thinks that Ciena's ...

Equinix Inc. closed 5.34% short of its 52-week high of $994.03, which the company reached on November 27th.

This week's announcement by President Donald Trump of a massive private-sector investment to build more AI data centers casts ...

Equinix shows growth in Q3 with revenue increase, but caution urged due to high valuation and costly upgrades. See more on ...

Brookstone Capital Management purchased a new stake in Equinix, Inc. (NASDAQ:EQIX – Free Report) in the 4th quarter, ...

We recently compiled a list of the Blackrock’s 30 Most Important AI Stocks. In this article, we are going to take a look at ...