Technology ❯ Artificial Intelligence ❯ Infrastructure ❯ Data Centers

Semiconductors

Marvell Beats Q2 Estimates and Lifts Outlook as Data‑Center Sales Soar

Investors are pressing the company for concrete ramp schedules at its Oct. 6 investor day to convert Google‑linked warrants and hyperscaler deals into predictable revenue.

24 ARTICLES

2mo ago

White House Weighs Broader Chip Tariffs That Could Reach Laptops, Servers and Consoles

104 ARTICLES

3mo ago

Intel Launches $15 Billion Stock Sale to Fund AI Factory Buildout

108 ARTICLES

3mo ago

Chinese Open‑Weight Models Narrow U.S. Lead and Push Both Governments Toward New Controls

86 ARTICLES

3mo ago

U.S. Clears Nvidia H200 Sales to Chinese Firms as Shipments Remain Minimal

95 ARTICLES

4mo ago

Micron’s Blowout Quarter Fuels Wall Street Frenzy and a New Debate Over Memory’s Sustainability

44 ARTICLES

4mo ago

Micron Posts Record AI‑Driven Quarter as Price‑Fixing Lawsuit Targets Memory Leaders

56 ARTICLES

4mo ago

Broadcom’s AI Outlook Brightens on Anthropic Deal Shift and Reported $35 Billion Credit Talks

71 ARTICLES

5mo ago

Nvidia Earnings Set to Test AI Boom With China Shipments Stalled

6 ARTICLES

7mo ago

Drone Strikes on AWS Recast Gulf Cloud Choices

93 ARTICLES

8mo ago

Huang Says AI Buildout Needs Trillions as Workplace Adoption Shows Strains

256 ARTICLES

9mo ago

Tech Selloff Deepens After Alphabet Details $175–$185 Billion AI Capex for 2026

127 ARTICLES

last yr.

Executive Remarks Recast AI Race: Huang’s China Warning, Nadella’s Power Bottleneck, OpenAI’s Funding Clarification

14 ARTICLES

last yr.

Microsoft Breaks $4 Trillion Valuation Mark on Q4 AI-Cloud Surge

Semiconductors

Marvell Beats Q2 Estimates and Lifts Outlook as Data‑Center Sales Soar

White House Weighs Broader Chip Tariffs That Could Reach Laptops, Servers and Consoles

Intel Launches $15 Billion Stock Sale to Fund AI Factory Buildout

Chinese Open‑Weight Models Narrow U.S. Lead and Push Both Governments Toward New Controls

U.S. Clears Nvidia H200 Sales to Chinese Firms as Shipments Remain Minimal

Micron’s Blowout Quarter Fuels Wall Street Frenzy and a New Debate Over Memory’s Sustainability

Micron Posts Record AI‑Driven Quarter as Price‑Fixing Lawsuit Targets Memory Leaders

AI Data‑Center Boom Hits Grid Limits as Firms Move to Private Power

MGX Closes $49 Billion Fund to Back AI Infrastructure

Micron’s Blockbuster Quarter Reinforces AI Memory Shortage as Markets Whipsaw

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Semiconductors

Broadcom’s AI Outlook Brightens on Anthropic Deal Shift and Reported $35 Billion Credit Talks

Nvidia Earnings Set to Test AI Boom With China Shipments Stalled

Drone Strikes on AWS Recast Gulf Cloud Choices

Huang Says AI Buildout Needs Trillions as Workplace Adoption Shows Strains

Tech Selloff Deepens After Alphabet Details $175–$185 Billion AI Capex for 2026

Executive Remarks Recast AI Race: Huang’s China Warning, Nadella’s Power Bottleneck, OpenAI’s Funding Clarification

Microsoft Breaks $4 Trillion Valuation Mark on Q4 AI-Cloud Surge

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Semiconductors