Technology ❯ Artificial Intelligence ❯ AI Infrastructure ❯ Data Centers

AI Workloads

Analysts Lift Lam Research Targets on Multi-Year AI Chip-Equipment Upswing

Sustained AI demand alongside tight chip supply is driving elevated wafer‑fab equipment spending that may extend Lam Research’s bookings into 2028.

AI Infrastructure Race Accelerates on Oracle Backlog and Broadcom’s $100 Billion Chip Target

Broadcom Confronts Margin and China Risks as TD Cowen Cuts Price Target

Cisco Unveils 102.4 Tbps Silicon One G300 to Take On Broadcom and Nvidia in AI Data Centers

AMD Slumps After Q4 Beat on Cautious Q1 Outlook and China AI Chip Disclosure

Oracle Plans Up to $50 Billion Raise to Finance AI Data‑Center Expansion

Trump and McCormick Lock In $70 Billion for AI and Energy Projects in Pennsylvania

Sam Altman Steps Down as Oklo Chairman to Enable AI Energy Partnerships