There's a simple reason why customers are still turning to Nvidia: Its graphics processing units (GPUs) continue to dominate the AI market. Even with Google developing its tensor processing units ...

Unlike CoreWeave, Nebius provides more than just AI hardware infrastructure to customers. Its cloud platform also offers ...

First, Oracle is experiencing a transition period -- effectively replacing slow-growth (or no-growth) segments of the ...

“I can’t wrap my head around it," says Andrew Wee, who has been a Silicon Valley data-center and hardware guy for 30 years.

Nvidia ( NVDA -0.12%) is considered a pioneer in the artificial intelligence (AI) hardware market, and rightly so, as the ...

Nvidia CEO Jensen Huang predicts annual spending on data center infrastructure and chips will top $1 trillion by 2028.

Citigroup analyst Atif Malik recently raised his outlook on the total addressable market (TAM) for data center AI chips to ...

RGTI has surged 1147.6% in a year, but shrinking revenues, high costs, and fierce competition raise investor caution.

TSMC holds a crucial place in the semiconductor supply chain, and 24/7 Wall St. projects a substantial gain for the stock by ...

The global race for AI supremacy is reshaping Big Tech’s investment landscape, with capital expenditure (Capex) emerging as the defining metric of ambition and market leadership. Unlike past cycles ...

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2025 investor ...

AI may have remained one of the catchiest buzzwords of the year, but the conversations presented during AI Week will go ...