Intel’s Xeon processors integration capabilities in AI inference and Agentic AI for customers enhance performance metrics. Read why INTC stock is a hold.
AI models get the attention, but the real story is how neoclouds are impacting the scramble for GPU compute, power, and data ...
Going forward, Cornelis will tap the $205 million in new capital it has raised to scale the production of its CN5000 and ...
The September 14 selloff treated slower frontier AI development as bad news for chips. The more interesting question is ...
Anthropic CEO Dario Amodei proposal to slow frontier AI development raises questions about timing, workload mix, investment ...
NBM deals cut NAND cycle risk as AI inference boosts enterprise SSD demand. Click for more on SNDK stock and see if it works ...
Micron's third-quarter revenue surged 346% year over year to $41.5 billion, driven mostly by its core data center and cloud memory units, which serve generative AI-related workloads. But unrelated ...
U.S. data centers could consume 15 billion cubic feet of natural gas daily by 2035, rivaling entire national economies and raising power-sector emissions 20%.
Your cloud deal may have made sense three years ago. Now AI is changing what you need — and what those commitments actually cost.
Fujitsu Limited today announced that it will begin global sales of its next-generation CPU, FUJITSU-MONAKA, designed and ...
Nvidia stock fell nearly 3% as AI slowdown fears hit chipmakers. Bernstein says investors should buy weakness in Nvidia and ...
AI leaders are calling for a slower frontier. Here is what that could mean for chips, software, cloud spending and investors.