Apple announced a massive four-year investment plan including a new Texas factory, as the tech giant tries to keep pace with ...

AMD continues to show strong momentum in the high-performance computing and AI markets. Click here to find out why AMD stock is a Buy.

Explore growth challenges, competition, and strategic investment insights. Click for my NVDA earnings preview.

Overall data center spending enjoyed record growth last year leaping 34 percent, with market leaders like Nvidia, Dell, and ...

Demand for Nvidia's pricey artificial intelligence chips will be in focus when the company reports results on Wednesday as ...

Deep neural networks have hit a wall. An entirely new, backpropagation-free AI stack promises to be orders of magnitude more ...

AI has taken tripled the growth rate of AI data center compute. It has gone from 5X each year to over 15X each year. This ...

Artificial intelligence (AI) has been a key theme that has been influencing the U.S. stock market, especially since the success of OpenAI’s ...

DeepSeek's initial model release already included so-called "open weights" access to the underlying data representing the ...

Volvo is packing two NVIDIA DRIVE AGX Orin SoCs into the new ES90, making it one of the most advanced AI-powered cars around.

Nature published Microsoft’s research detailing our WHAM, an AI model that generates video game visuals & controller actions. We are releasing the model weights, sample data, & WHAM Demonstrator on ...

The data center industry is growing about 12% per year. These eight securities are positioned to take advantage of that trend ...