TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...

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Apple plans to make a big bite into U.S. AI with a dizzying half-trillion dollar commitment in AI server manufacturing and ...

This is what passes for news nowadays? On Monday, Apple grabbed plenty of headlines with its claim that it will “spend and ...

I, Brian Wang, have identified the pace of the expansion of the XAI data center. The XAI and Tesla ability to build data ...

Back in September, Nebius announced that it is investing $1 billion for an AI infrastructure across Finland and France. As ...

Shares of power producers fell as hopes for a boom in AI power demand faded somewhat. Constellation Energy, the nuclear-power producer that's been a hot stock in recent months because of its deals to ...

Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...

Nvidia faces growth challenges as Blackwell GPUs reduce demand, competitors like AMD cut costs, and delays raise risks. Click ...

TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...

The Nasdaq Composite dropped over 1% on Monday, driven by concerns about the future demand for AI technology. Big tech stocks ...

Intel announced on Monday the launch of its midrange Xeon 6700P and 6500P server CPUs and said its Xeon 6 processors can ...