It is often said that companies – particularly large companies with enormous IT budgets – do not buy products, they buy ...

If you think it might be difficult to sell companies general purpose servers when they are frenzied about GenAI and trying to ...

After its worst annual performance in decades, the chipmaker faces investor questions about its strategy and leadership.

Not bad for 30 lines of code Hardware keeps getting faster, but it's still worth taking a step back periodically and ...

Exploding market led to $73B in M&A activity in 2024 Updated figures from Synergy Research Group show the datacenter market ...

Intel will face investor scrutiny on its CEO search when it reports quarterly results on Thursday, as the chipmaker stares at ...

The GPU giant laid out a very smart approach to agentic AI earlier this month at CES, but it could do more to clarify its ...

Bank of America points to implications for Microsoft and Oracle due to DeepSeek's AI breakthrough, affecting AI computing ...

JPMorgan upgraded Ciena (CIEN) to Overweight from Neutral with a price target of $88, up from $84. Concerns driven by the revelations around ...

Piper Sandler raised the firm’s price target on Bloom Energy (BE) to $33 from $30 and keeps an Overweight rating on the shares. The company ...

Apple has joined a consortium creating next-gen technology to link together chips in AI data centers. The consortium, the Ultra Accelerator Link Consortium, is developing a standard called UALink ...

Cloud infrastructure, AI compute capacity and domestic politics coalesced in Smith’s post, which laid out a three-pronged plan for U.S. economic success centered around data centers, upskilling and ...