Investors may be bullish on Broadcom amid DeepSeek sell-off, but hurdles in AI chips market remain due to Nvidia's superiority and trade war tensions. See more.

A mid-January note from Mitra Azizirad, Microsoft's chief operating officer of strategic mission and technologies, also ...

Leading AI chip stocks got a lift this week from hyperscale cloud computing companies reiterating their hefty data center ...

The second DeeSeek AI stock to buy is Palantir Technologies (PLTR). The AI-powered Big Data analytics shop has a dual-pronged strategy of breaking down the trillions of data points created by ...

The renewed focus on data centers will certainly be welcomed by businesses in the US in 2025. Despite the data center boom of the past decade, vacancy rates in data center hubs are dwindling as low as ...

Global semiconductor chip sales rose 19.1% to $627.6 billion in 2024 and growth is expected to grow double-digit percentages in 2025.

Super Micro Computer (SMCI) saw its shares spike for the second straight session after the company revealed that it was ...

DeepSeek arrived out of nowhere and upended the entire AI market. We round up the biggest happenings of the past 10 days.

Today, experts estimate that 5,100 data centers operate in the U.S. Nevada has somewhere between 40 and 50, with about half ...

In Q3 FY2025, it reported $35.1 billion in revenue. up 94% year-over-year, with data center revenue up 112% to $30.8 billion. Non-GAAP EPS reached $0.81 and grew 103% year-over-year. These results ...

Amazon.com Inc. warned investors that it could face capacity constraints in its cloud computing division despite plans to invest some $100 billion this year, with most of the money going toward data ...

Jeffrey Emanuel’s essay on the short case for NVIDIA is widely attributed to sparking the largest-ever single-day drop in the ...