Oracle Posts Cloud Sales That Top Estimates on Surging AI Demand
(Bloomberg) — Oracle Corp. reported growth in its cloud computing business that topped analysts’ estimates, suggesting the company’s…
Not Nvidia, Not Palantir. This Might Be September’s Most Important AI Infrastructure Stock.
When it comes to artificial intelligence (AI), two names seem to get more airtime than their peers: Nvidia…
Huawei Lifted Prices for Its Best AI Chip By 60% This Summer
(Bloomberg) — Huawei Technologies Co. has notified some clients that it’s significantly increasing the prices of its most…
Can Hong Kong’s data center boom weather a changing climate?
Hong Kong is navigating a defining moment in its digital infrastructure development. The city’s data center market was…
Qualcomm Announces Multi-Generational Product Collaboration with Amazon to Build Next-Generation AI Data Center Infrastructure
Qualcomm Announces Multi-Generational Product Collaboration with Amazon to Build Next-Generation AI Data Center Infrastructure | Qualcomm
4 Stocks to Buy Now to Ride the AI Data Center Spending Boom
Artificial Intelligence (AI) is driving one of the biggest data center investment booms the industry has ever seen.…
AI’s next big bottleneck isn’t infrastructure. It’s regulatory red tape.
As Big Tech has poured hundreds of billions of dollars into artificial intelligence development, myriad bottlenecks have given…
Nvidia Vs. AMD: The New Narrative Upending The Challenger-Champion Dynamic
Quick Read Nvidia’s data center surged 92% to $75 billion while AMD’s grew 107%, pushing hyperscalers toward dual…
Broadcom reportedly seeking up to $100B in debt financing for AI chip deal
Broadcom Inc. is reportedly seeking to borrow up to $100 billion as part of a new artificial intelligence…
Celestica (TSX:CLS) Stock Could Be 38% Undervalued After $3.45B AI Fundraise
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply…
Wedbush Has a Message for AMD Investors After Google Move
This article first appeared on GuruFocus. Advanced Micro Devices (NASDAQ:AMD) could be positioning itself for a much deeper…
NVIDIA’s $3 Billion Bet on the Power Behind AI
NVIDIA Corporation (NASDAQ:NVDA)’s latest push into the infrastructure supporting AI chips extends all the way to the power…