Investors are shifting focus from chip makers like Nvidia to infrastructure 'pick-and-shovel' companies supplying power, ...

Data center chip market was valued at $11.7 billion in 2022, and is estimated to reach $45.3 billion by 2032, growing at a CAGR of 14.6% WILMINGTON, DE, UNITED STATES ...

The AI sector absorbs resources that could fuel growth elsewhere. Economics explains why business activity would not collapse ...

Aravind Srinivas, CEO of Perplexity AI, which is backed by Jeff Bezos and Nvidia Corp. (NASDAQ:NVDA), issued a contrarian ...

Advanced Micro Devices ( AMD 0.49%) is a semiconductor company that designs and develops computer processors and graphics ...

It’scommitted to buildinghuge chip-filled data centers for OpenAI, but it doesn’t have the cash to do so. So far, the company ...

Artificial intelligence is reshaping the stock market's pecking order, but the most interesting opportunities are not always ...

According to the latest report published by DIGITIMES Asia, global data center AI chip shipments are projected to grow from 30.5 million units in 2024 to 53.4 million units in 2030. This data center ...

SummaryIn data-center terms, scaling out involves linking computers, while scaling up packs more GPUs into a computer, ...

Two seven-year deals will help the ride-hailing company end reliance on its own data centers. During recent earnings calls, CFOs have outlined plans to cut expenses and improve efficiency as they face ...

Thus far, developing AI has required massive quantities of chips. Nvidia's leadership in the AI chip market has translated to explosive revenue and profit growth for the company since early 2023. Some ...

Marvell Technology is well-positioned to benefit from the AI-driven data center boom, with strong demand for its custom chips. MRVL's focus on specialized ASICs, strategic partnerships with cloud ...