“2023 marked the onset of a new industrial revolution. We are now building ever-larger AI factories to manufacture intelligence. This build out phase is only in its second year and I expect it to continue throughout the decade, to become the largest infrastructure...

In this RBC Imagine™ note, we conduct a deep-dive into the opportunity within datacenters for our global electricals and HVAC coverage. Key points of interest in this report include:  A detailed breakdown of a datacenter’s layout  Component-by-component...

Artificial intelligence—and particularly its newest iteration, generative artificial intelligence, or GenAI—could bring significant changes to the way we live, work and interact with one another. In a recent Global Insight Special Report, “Generative...