Meta is building data centers in tents to rapidly scale AI infrastructure and try to catch rivals such as DeepSeek, OpenAI, Anthropic, and Google.

EQT Corp. (NYSE:EQT) said Tuesday it signed a deal to supply natural gas to power the 4.4 GW facility that will serve the Homer City Energy Campus, a planned 3,200-acre artificial intelligence and high-performance computing data center campus in Pennsylvania currently under construction and anticipated to begin producing power in 2027.

The Shapiro administration is slashing red tape and has given developers the green light so Pennsylvania will move at the “speed of business” and become a global competitor in AI. Not everyone is happy about it.

Lawmakers want to make the commonwealth more attractive to data center developers, and are proposing incentives and new regulations to lure them.

The Japanese telecom giant’s data-center arm is aiming to pour billions into its business to meet rising demand for artificial-intelligence computing and other uses, its chief executive said.

As generative AI accelerates global demand for data centers, Korea is falling behind major economies in both the number of facilities and investment volume, data indicated Monday.

In their combination, integrated cloud applications and advanced data management allow company leaders a holistic view of their enterprise.

I have two stocks that I believe can deliver this level of outperformance over the next few years: Nvidia ( NVDA 0.53%) and Taiwan Semiconductor Manufacturing ( TSM 0.24%). Both of these are huge beneficiaries of the buildout of AI computing capacity and have tremendous tailwinds in their favor.