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AI racks are outgrowing old power: 2 chipmakers have a strategy

AI racks are outgrowing old power: 2 chipmakers have a strategy

The fix could still decide which suppliers win the next round of AI buildouts.
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Marvell Technology Projects Up to $90 Billion Revenue by 2031 Amid Surging AI Demand

Marvell Technology Projects Up to $90 Billion Revenue by 2031 Amid Surging AI Demand

Marvell Technology Projects Up to $90 Billion Revenue by 2031 Amid Surging AI Demand
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Lam Research Opens Advanced Logistics Facility in Livermore, Bolstering Semiconductor Supply Chain

Lam Research Opens Advanced Logistics Facility in Livermore, Bolstering Semiconductor Supply Chain

Lam Research Opens Advanced Logistics Facility in Livermore, Bolstering Semiconductor Supply Chain
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Marvell Technology Targets $90 Billion Revenue by Fiscal 2031, Driven by AI Custom Chip Offerings

Marvell Technology Targets $90 Billion Revenue by Fiscal 2031, Driven by AI Custom Chip Offerings

Marvell Technology Targets $90 Billion Revenue by Fiscal 2031, Driven by AI Custom Chip Offerings
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Cipher Mining CFO Highlights Strong AI Demand Amidst Power Scarcity and Data Center Lease Trends

Cipher Mining CFO Highlights Strong AI Demand Amidst Power Scarcity and Data Center Lease Trends

Cipher Mining CFO Highlights Strong AI Demand Amidst Power Scarcity and Data Center Lease Trends
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EMD Electronics Opens New $200 Million Semiconductor R Facility in Wisconsin

EMD Electronics Opens New $200 Million Semiconductor R Facility in Wisconsin

EMD Electronics Opens New $200 Million Semiconductor R Facility in Wisconsin
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Amazon Web Services Reports Record Backlog Amidst AI Investment Surge, Raising Concentration Risk Concerns

Amazon Web Services Reports Record Backlog Amidst AI Investment Surge, Raising Concentration Risk Concerns

Amazon Web Services Reports Record Backlog Amidst AI Investment Surge, Raising Concentration Risk Concerns
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AI Infrastructure Spending Projected to Reach $1.5 Trillion by 2031, Requiring $6 Trillion in Annual Revenue

AI Infrastructure Spending Projected to Reach $1.5 Trillion by 2031, Requiring $6 Trillion in Annual Revenue

AI Infrastructure Spending Projected to Reach $1.5 Trillion by 2031, Requiring $6 Trillion in Annual Revenue
USA TodayUSA Today
I went to a data center party because I know you're curious | Opinion

I went to a data center party because I know you're curious | Opinion

Data center fans know they're on the losing side of public opinion. At their Washington party, they were optimistic, defiant and thirsty.
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Goldman Sachs Reports Broadening AI Investment Beyond Semiconductors, Shifting to 'Stock Picker's Market'

Goldman Sachs Reports Broadening AI Investment Beyond Semiconductors, Shifting to 'Stock Picker's Market'

Goldman Sachs Reports Broadening AI Investment Beyond Semiconductors, Shifting to 'Stock Picker's Market'
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U.S. Tech Giants Secure Nuclear Power Through Long-Term Deals Amidst Surging AI Demand

U.S. Tech Giants Secure Nuclear Power Through Long-Term Deals Amidst Surging AI Demand

U.S. Tech Giants Secure Nuclear Power Through Long-Term Deals Amidst Surging AI Demand
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EU Data Center Rating System Poses Challenges for Irish Industry and European Competitiveness

EU Data Center Rating System Poses Challenges for Irish Industry and European Competitiveness

EU Data Center Rating System Poses Challenges for Irish Industry and European Competitiveness