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 ...

AI models get the attention, but the real story is how neoclouds are impacting the scramble for GPU compute, power, and data ...

Nvidia entered a non-exclusive licensing agreement with Groq on December 24, 2025, and hired founder Jonathan Ross and other leaders, leaving Groq operating independently as an AI cloud provider.

Intel’s Xeon processors integration capabilities in AI inference and Agentic AI for customers enhance performance metrics. Read why INTC stock is a hold.

EUCLYD has raised more than €200 million in Series A financing to develop ultra-efficient semiconductor and data center infrastructure designed to reduce the power, memory and capital requirements of ...

U.S. tech giant Google (GOOGL) is actively considering building a data center in Lea County, New Mexico. This latest AI infrastructure plan reveals the increasingly important site selection logic ...

Networking disruptor Cornelis, buoyed by $205 million in funding, is expanding into the scale-up space to boost fabric ...

When people hear something new about a topic, they should update their beliefs to reflect the new information. But many people either underreact or overreact, with their responses varying based on ...

AI hardware stocks drop sharply after Anthropic warns on model training pace, raising demand fears despite strong current ...

The September 14 selloff treated slower frontier AI development as bad news for chips. The more interesting question is ...

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%.

Microsoft is offering security researchers up to $30,000 for finding critical AI vulnerabilities in Dynamics 365 and Power ...