Marvell projects strong fiscal 2028 revenue on AI-driven data center boom, shares jump
By Jaspreet Singh March 5 (Reuters) – Marvell Technology forecast fiscal 2028 revenue above Wall Street estimates on…
CPUs are back en vogue in the data center
For the last few years, GPUs (graphic processing units) have been the hottest sellers around. Hyperscalers, neoclouds, and…
Nvidia Deepens AI Infrastructure With Big Optics Bets And AI RAN Push
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St’s investing ideas for…
The Data Centers Have Arrived at the Edge of the Arctic Circle
On the bank of the river that runs through the Swedish town of Borlänge, construction is underway on…
The 4 Biggest Tech Companies Will Spend $655 Billion on AI This Year. Here’s How I’m Investing.
The four largest hyperscalers (owners of large data centers) have said they have plans to spend more than…
How AI Could Wreck Your 401(k)
Artificial intelligence: boom, bubble or bust? Probably a mix of all three. Whatever comes of it, it increases…
Nvidia’s Jensen Huang says tech’s $700 billion AI capex is just the start of something far bigger
Nvidia CEO Jensen Huang’s comments on his company’s Q4 earnings call on Wednesday may one day be remembered…
Better Artificial Intelligence (AI) Stock: Micron Technology vs. Sandisk
Micron Technology (NASDAQ: MU) and Sandisk (NASDAQ: SNDK) have been flying high in the market in 2026, registering…
Meta and AMD Partner for Longterm AI Infrastructure Agreement
Today, we’re announcing a multi-year agreement with AMD to power our AI infrastructure with up to 6GW of…
Amazon to Sink $12 Billion Into Data Centers as Wall Street (and Everyone Else) Turns Against AI Spending
Wall Street is starting to waver when it comes to the extraordinary amount of money being poured into…
AppLovin Surges 11% While Tempus AI and Micron Also Outpace Most AI Stocks
AppLoving (APP) jumped 11.2% last week while Tempus AI (TEM) jumped 11%. Micro was another strong gainer, with…
Big Tech Is Raiding the Energy Sector to Power the AI Boom
As the tech sector expands, in line with the growing global demand for advanced technologies, it appears that…