Crucial is a casualty of AI’s hunger for RAM
Micron Technology is winding down its consumer-facing Crucial brand to focus on providing RAM and other components to…
As AI Data Center Demand Surges, Taiwan Semiconductor Manufacturing Could Be the Biggest Long-Term Beneficiary
The AI data center market is booming, with AI infrastructure spending expected to exceed $3 trillion by 2030.…
The Data Center Boom Is Just Starting, Making AMD a Long-Term AI Power Player
While sometimes overlooked, AMD has a big AI opportunity in front of it. Its partnership with OpenAI should…
Could the Nvidia Killer Be Hiding in Plain Sight? 3 Stocks to Watch
Alphabet trained its latest AI model, Gemini 3, on its own TPU chips. Amazon has teamed with Anthropic…
Is Nebius a Buy?
Nebius is putting up triple-digit growth but also wide losses. The company’s business model requires it to spend…
Elon Musk Says Starship Can Deliver 300 GW Solar AI Satellites Per Year, But There’s One Major ‘Piece Of The Puzzle’ That Stands In Its Way
SpaceX CEO Elon Musk has claimed that the Starship rocket can deliver 300 Gigawatt solar-powered AI satellites to…
Is Micron Technology the Most Underrated Artificial Intelligence (AI) Play of the Decade?
The buildout of artificial intelligence (AI) infrastructure could be a $7 trillion opportunity. GPU designers are the most…
Nvidia CEO says the company is in a no-win situation amid AI-bubble chatter, leaked meeting reveals
Nvidia CEO Jensen Huang told employees this week that the company has been pushed into a no-win situation…
Foxconn, OpenAI partner on AI hardware manufacturing
(Reuters) -Foxconn will collaborate with U.S.-based OpenAI to design and engineer data center racks, components,​ and other artificial…
Nvidia’s Grip on the AI Chip Business Is Strong, but How Long Can Its Dominance Last?
The large contracts won recently by the likes of AMD and Broadcom suggest that they can capture a…
This Data Center Stock Could Go Parabolic Following Nvidia Earnings
CoreWeave shares plunged when the company said supply chain issues are delaying one project. The stock has been…
Elon Musk Says It’s ‘Mindblowing’ How Much Money Is Being Spent On AI Compute As Google Announces $40 Billion Investment In Texas
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