Arm Holdings (NASDAQ:ARM) and Advanced Micro Devices (NASDAQ:AMD) both reported earnings within 24 hours of each other in early May. Arm sells the blueprints. AMD ships the silicon. With agentic AI ...

With energy demand already straining infrastructure, AI players are reimagining the data center from the ground up.

Tesla wants to sell modular AI data center hardware, according to a new trademark application for a product called ...

AI infrastructure is entering its execution era, where success depends less on vision than on the industry's ability to align ...

Not every discussion about data centers is grounded in fact, and many people have limited visibility into how these ...

Foxconn and Intel $INTC announced plans to jointly build rackscale AI infrastructure for data center, hyperscale, and intelligence center deployments, with Foxconn ...

Standalone GPUs are being replaced by heterogeneous SoCs and chiplets that combine CPUs, GPUs, and NPUs to eliminate memory ...

AI infrastructure demand is extending well beyond software into chips, power, cooling, networking and real estate. Power is emerging as a key bottleneck, pulling utilities, nuclear energy and grid ...

Building infrastructure that’s not only fit for today’s demands but designed to support whatever comes next begins with ...

The need for greater power efficiency is benefiting these companies.

Asset manager VanEck has launched the VanEck Data Center Supply Chain ETF RACK, a new thematic fund designed to provide investors with focused exposure to companies benefiting from the rapid expansion ...