Despite lower-than-expected Azure growth, Microsoft's AI and cloud services remain robust. Check out my recommendation for ...

AMD shares fell by nearly 9% in after-hours trading, but the chipmaker is talking up a strong second half to 2025.

Fresh on the heels of a controversy in which ChatGPT-maker OpenAI accused the Chinese company behind DeepSeek R1 of using its ...

The optical transceiver, shipments projected to grow by 56.5% in 2025; data center interconnectivity set to benefit from ...

The surge in artificial intelligence (AI) is driving immense demand for high-performance infrastructure. As hyperscalers and ...

The announcement comes as Meta CEO Mark Zuckerberg maintains the company’s ambitious AI strategy, which will require hefty ...

Quantum Loophole and TPG Real Estate Partners (TREP) have recently resolved a legal dispute concerning the management of the ...

Meta, Microsoft and Blackstone executives say DeepSeek's advancements in AI training won't impact data center demand — at ...

Between them, Nvidia and Advanced Micro Devices essentially own the market for these advanced parallel-processing chipsets -- ...

The rapid rise of data centers has put many power industry demand forecasters on edge. Some predict the power-hungry nature ...

Despite the banner year for semiconductors, downstream effects of Trump tariffs on the industry remain unclear.

Nebius has a strong cash position close to $3B, NVIDIA backing, and a $1 billion data center expansion plan. See why I rate ...