Super Micro Computer (SMCI) finds itself at a critical juncture as it approaches a crucial deadline. The company must file ...

While interim Intel co-CEO Michelle Johnston Holthaus said the company intends to “stabilize” its server CPU market share ...

Lower construction spending on data centers because of DeepSeek could negatively impact heavy equipment stocks like ...

Arm Holdings plc posts strong earnings fueled by AI demand, but caution advised on high valuation. Click for my review of ARM ...

We expect Arm will keep gaining data center market share from x86 architecture, as its chips consume less power and data centers need to minimize energy consumption. We also expect share gains in ...

Explore how IBM’s approach to AI development differs from its competitors. Learn why the company is winning the enterprise AI ...

Q3 2025 Earnings Call Transcript February 5, 2025 Operator: Good day, and thank you for standing by. Welcome to the Arm Third Quarter Fiscal Year 2025 Webcast and Conference Call. [Operator ...

The startup caused some panic for tech stocks. But it is actually poised to expand use of artificial intelligence in the U.S.

Hans Mosesmann at Rosenblatt Securities recently reiterated his AMD target price of $250 per share. That forecast implies 127 ...

Supermicro, Inc. (NASDAQ: SMCI), a Total IT Solution Provider for AI/ML, HPC, Cloud, Storage, and 5G/Edge, is announcing full ...

Nvidia is touting a near 50% improvement in storage read bandwidth thanks to intelligence in its Spectrum-X Ethernet networking equipment, according to the vendor’s technical blog post.

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