The announcements reflect a calculated shift from discrete chip sales to integrated systems that address enterprise ...
Massive hyperscaler capacity buildouts drove up global semiconductor spending by 21% year over year to $793 billion in 2025, ...
Shares in Micron surged 240 percent last year, while Samsung more than doubled and SK Hynix's market cap nearly quadrupled.
Growing demand for AI infrastructure is putting pressure on the PC industry, with higher memory costs threatening to reduce ...
Here is a question for you. What is more difficult: predicting the weather thirty days out or what global AI infrastructure spending will be out to the end of the decade? We don’t know, but it sure ...
Big artificial intelligence infrastructure deals are multiplying as everyone scrambles for compute capacity. Google’s brought its most powerful “Ironwood” AI chip to general availability, while Cisco ...
As devices from toys to cars get smarter at the Consumer Electronics Show, gadget makers are grappling with a shortage of ...
The firm pioneers a construction methodology which involves assembling facilities from pre-fabricated modules made at a ...
Companies providing AI infrastructure solutions, such as servers and chips, are trading at expensive valuations. However, the company discussed in this article is trading at incredibly cheap multiples ...
But could the most powerful consumer GPU in the world really reach $5,000 in just a year’s time? Leaked industry reports show ...
NASHVILLE, Tenn.--(BUSINESS WIRE)--SUPERWISE, a leading provider of operational AI governance solutions, today announced its recognition as a Major Player in the IDC MarketScape: Worldwide Unified AI ...
Rising memory chip costs driven by AI data centre demand are set to push up Android smartphone prices in 2026, while low- and mid-range brands face the greatest margin pressure, and global shipments ...