What’s the full story? SMCI’s stock, up 38% year-to-date, trades at 16x F2025E P/E, with the Goldman analysts viewing risk-reward as unfavorable amid valuation, competition, and margin concerns.

MemryX Inc., the maker of artificial intelligence solutions for the edge, announced Thursday that it raised $44 in a Series B ...

With the emergence of smaller models and techniques like distillation, will AI scaling stop, and we won’t need more compute ...

Microsoft CEO Satya Nadella said that DeepSeek had set a 'new bar' for his company's AI ambitions. He pointed out that the ...

Cognizant announced advancements built on NVIDIA AI aimed at accelerating the cross-industry adoption of AI technology in ...

NextHop AI takes on hyperscale networking challenges with $110 million investment and former Arista COO at the helm.

Despite AMD’s MI300x boasting higher advertised TeraFLOPs (TFLOPs) and memory bandwidth than Nvidia’s H200, Jefferies’ ...

The IT infrastructure that supports workloads and applications is one of the few things that has remained constant in the ...

Building an AI startup is tough. Scaling it is even tougher. The right tech, mentorship, and partnerships can make all the ...

Cognizant will offer solutions across key growth areas, including enterprise AI agents, tailored industry large language models and infrastructure with NVIDIA AI. TEANECK, N.J., March 25 ...

Celestica's revenue reached a record $9.65 billion in FY24, a 21% year-over-year growth. Learn why I rate CLS stock a strong ...