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Browsing Tag

AI data center

25 posts
AArtificial intelligence
Prediction: Not Micron. This Artificial Intelligence (AI) Stock Could Be the Biggest Winner of the Next Infrastructure Bottleneck
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Prediction: Not Micron. This Artificial Intelligence (AI) Stock Could Be the Biggest Winner of the Next Infrastructure Bottleneck

  • August 25, 2026
Memory chip demand has been exceeding supply thanks to artificial intelligence (AI) data centers, and that’s not surprising,…
EEconomy
Michael Burry Flags New AI Bubble Risk, Says GDP Growth Is ‘Really Counting On’ Data Center Buildout
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Michael Burry Flags New AI Bubble Risk, Says GDP Growth Is ‘Really Counting On’ Data Center Buildout

  • August 22, 2026
Burry noted that private non-residential construction excluding data centers fell 7.9% year over year in June. According to…
AArtificial intelligence
Apple to ’modestly’ raise iPhone prices for the first time in 7 years: MS
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NVIDIA Pursues $750 Billion in New AI Deals Despite Financing Scrutiny

  • July 27, 2026
This article first appeared on GuruFocus. NVIDIA (NASDAQ:NVDA), the dominant producer of artificial intelligence processors, is pursuing more…
AArtificial intelligence
Nvidia Has Given a Massive Boost to This AI Infrastructure Stock. Buy It Before It Doubles in 3 Years
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Nvidia Has Given a Massive Boost to This AI Infrastructure Stock. Buy It Before It Doubles in 3 Years

  • July 27, 2026
Shares of neocloud infrastructure provider Nebius Group (NASDAQ: NBIS) shot up nearly 19% on July 21 after it…
AArtificial intelligence
Greg Abel Sees AI-Powered Growth Ahead for This Berkshire Hathaway Subsidiary. Can This Catalyst Help the Conglomerate Outperform in the AI Era?
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Greg Abel Sees AI-Powered Growth Ahead for This Berkshire Hathaway Subsidiary. Can This Catalyst Help the Conglomerate Outperform in the AI Era?

  • July 17, 2026
Although the company holds a sizable stake in Alphabet, much like his predecessor, Warren Buffett, current Berkshire Hathaway…
AArtificial intelligence
Big Tech earnings will put focus on AI spending
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Big Tech earnings will put focus on AI spending

  • July 16, 2026
Big Tech earnings kick off next week with Google (GOOG, GOOGL) and Intel (INTC) set to report results…
AArtificial intelligence
Marvell’s AI Partnerships With AMD Google And Amazon Test Lofty Valuation
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Marvell’s S&P 500 Debut And New AI Switch Might Change The Case For Investing In MRVL

  • June 23, 2026
In June 2026, Marvell Technology was added to the S&P 500 Equal Weighted Index and appointed veteran semiconductor…
AArtificial intelligence
AMD Taiwan AI Bet Tests Long Term Data Center Ambitions
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AMD’s MEXT Deal And Ryzen AI Halo Sharpen AI Valuation Debate

  • June 16, 2026
Make better investment decisions with Simply Wall St’s easy, visual tools that give you a competitive edge. AMD…
AArtificial intelligence
Every Big Tech Company Is Solving AI the Same Way. This Stock Is Solving It Differently.
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Every Big Tech Company Is Solving AI the Same Way. This Stock Is Solving It Differently.

  • May 31, 2026
The artificial intelligence (AI) playbook is familiar by now: Build a bigger GPU cluster. Add more Blackwell chips.…
TTechnology
The Blueprint
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New hybrid particles let light do computing once limited to electrons

  • May 16, 2026
For nearly 80 years, modern computing has depended on electrons rushing through circuits. This same idea powered the…
AArtificial intelligence
Marvell’s AI Partnerships With AMD Google And Amazon Test Lofty Valuation
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Marvell’s AI Partnerships With AMD Google And Amazon Test Lofty Valuation

  • May 16, 2026
Find your next quality investment with Simply Wall St’s easy and powerful screener, trusted by over 7 million…
AArtificial intelligence
Arm Warns of Phone Market Weakness, With AI Helping Offset Slump
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Arm Warns of Phone Market Weakness, With AI Helping Offset Slump

  • May 7, 2026
(Bloomberg) — Arm Holdings Plc warned of sluggishness in the smartphone industry, crimping a vital source of the…
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