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 ...
Advanced Micro Devices, Inc. is a Strong Buy due to its strong execution, AI-driven growth, expanding market share, and ...
DeepSeek arrived out of nowhere and upended the entire AI market. We round up the biggest happenings of the past 10 days.
Super Micro Computer (SMCI) saw its shares spike for the second straight session after the company revealed that it was ...
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 ...
AMD's disappointing 4Q24 results and upcoming challenges in the AI battle against Nvidia and Intel suggest more downside ...
Jeffrey Emanuel’s essay on the short case for NVIDIA is widely attributed to sparking the largest-ever single-day drop in the ...
Shares of the artificial intelligence (AI) chip leader have been crushed this year, but recent developments suggest the best ...
Super Micro Computer, Inc. (Supermicro) has initiated full-scale production of its AI data center systems powered by Nvidia's next-generation Blackwell chips, with shipments expected to commence soon.
Investors still worrying about chip stocks in light of fears of lower spending on AI can breathe a sigh of relief now that Amazon has joined in with three other Big Tech companies committed to massive ...
OpenAI is aiming to build five to 10 data center campuses total, although executives said that number could rise or fall depending on how much power each campus offers.