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Memory Demand AI Chips Memory Chips AI Demand Computing Power Nvidia Cloud Computing AI Accelerators NVIDIA Corporation Chip Manufacturing

3 ARTICLES

4w ago

Navitas Shares Jump as Company Prepares GaN and SiC Demonstrations at PCIM Europe

The price spike signals investor hope that upcoming product showcases and investor meetings will prove commercial demand despite weak quarterly results.

8 ARTICLES

last mo.

AMD Seizes Record 46% of x86 Server CPU Revenue as Data-Center Boom Lifts Outlook

6 ARTICLES

last mo.

Apple Reportedly Orders New A18 Pro Chips as MacBook Neo Demand Puts $599 Model at Risk

6 ARTICLES

last mo.

Marvell Cancels POET-Linked Celestial AI Orders Citing Confidentiality Violations

10 ARTICLES

2mo ago

Micron Soars on AI Memory Crunch as Analysts Lift Targets to $600

6 ARTICLES

2mo ago

Navitas Shares Jump After Ex‑Broadcom Executive Gregory Fischer Joins Board

3 ARTICLES

2mo ago

Van Drew’s Once-Safe NJ Seat Looks Competitive as GOP Allies Mount Defense

4 ARTICLES

2mo ago

Fermi Plunges 25% as IPO Lock-Up Expires and First Results Land

10 ARTICLES

2mo ago

Broadcom’s AI Push Draws Bigger Forecasts as New Chips Ship and Supply Is Locked In

3 ARTICLES

2mo ago

Applied Optoelectronics Secures $53 Million 800G Order From Major Hyperscaler

4 ARTICLES

4mo ago

SolarEdge Posts Strong Q4, Sets Q1 Outlook as Turnaround Takes Hold

6 ARTICLES

4mo ago

SanDisk Extends 2026 Surge on AI Storage Boom and Tight NAND Supply

7 ARTICLES

4mo ago

Applied Materials Heads Into Q1 Earnings With $6.85 Billion Revenue Guide

10 ARTICLES

4mo ago

Arm Stock Rebounds After Post-Earnings Slide as Licensing Miss Tempers Record Royalties

10 ARTICLES

4mo ago

AMD Tumbles After Muted Outlook, Extending Selloff Despite Strong Quarter

17 ARTICLES

4mo ago

iPhone 18 Entry Price to Stay Flat Despite Memory Cost Surge, Analyst Says

11 ARTICLES

4mo ago

Micron Rides HBM Shortage to Fresh Highs as 2026 Capacity Sells Out

Data Centers

Navitas Shares Jump as Company Prepares GaN and SiC Demonstrations at PCIM Europe

AMD Seizes Record 46% of x86 Server CPU Revenue as Data-Center Boom Lifts Outlook

Apple Reportedly Orders New A18 Pro Chips as MacBook Neo Demand Puts $599 Model at Risk

Arm Reports Record Sales as AI Orders Top $2 Billion but Supply Falls Short

Utilities Rush to Build Firm Power for AI Data Centers

Nokia Hits 16-Year High on AI Data‑Center Networking Boom

Marvell Cancels POET-Linked Celestial AI Orders Citing Confidentiality Violations

Micron Soars on AI Memory Crunch as Analysts Lift Targets to $600

Navitas Shares Jump After Ex‑Broadcom Executive Gregory Fischer Joins Board

Van Drew’s Once-Safe NJ Seat Looks Competitive as GOP Allies Mount Defense

Never miss stories about

Data Centers

Fermi Plunges 25% as IPO Lock-Up Expires and First Results Land

Broadcom’s AI Push Draws Bigger Forecasts as New Chips Ship and Supply Is Locked In

Applied Optoelectronics Secures $53 Million 800G Order From Major Hyperscaler

SolarEdge Posts Strong Q4, Sets Q1 Outlook as Turnaround Takes Hold

SanDisk Extends 2026 Surge on AI Storage Boom and Tight NAND Supply

Applied Materials Heads Into Q1 Earnings With $6.85 Billion Revenue Guide

Arm Stock Rebounds After Post-Earnings Slide as Licensing Miss Tempers Record Royalties

AMD Tumbles After Muted Outlook, Extending Selloff Despite Strong Quarter

iPhone 18 Entry Price to Stay Flat Despite Memory Cost Surge, Analyst Says

Micron Rides HBM Shortage to Fresh Highs as 2026 Capacity Sells Out

Never miss stories about

Data Centers