AI memory chip stocks surged as Sandisk jumped 26% and Micron 18%. Microsoft’s Azure growth and a shortage through 2028 ...

Of course, investors like revenue and don’t like expenses — that’s how markets work. But it’s important not to miss the ...

From accelerated computing and simulation to data operations, open-source tooling, validation engineering, and continuous ...

As AI gives compute a physical address, companies and governments are discovering that where a model runs—and who can legally ...

A cluster comprises a group of interconnected servers (aka nodes) across multiple racks, connected via Ethernet and increasingly via optical links, and is ideal for workloads that are so large and ...

Microsoft sells computing capacity to the world. This year, it is buying some. The company is spending a record $190 billion ...

With a spot on Gartner’s debut AI infra Magic Quadrant, CoreWeave is vying to be the purpose-built alternative to ...

Nebius posted 840% AI cloud revenue growth and a 45% EBITDA margin, signaling a successful transition to higher-margin ...

The update also includes nearly two dozen fixes, though Google's CCaaS platform remains absent from Gartner and Forrester's ...

Under Warren Buffett, Berkshire Hathaway built a substantial stake in Apple. It still ranks as the company's largest equity investment, accounting for 22% of its U.S. stock portfolio. But Buffett's ...

Broadcom continues to ride the AI infrastructure boom, with multi-year custom chip programs for OpenAI and Anthropic. Learn ...