Modernizing data center infrastructure to keep up with AI is as much about navigating regulation and industry partnerships as ...
Energy is the largest operational expense for terrestrial data centers, often accounting for 40% to 60% of annual costs. Hyperscale facilities can spend $5 to 10 million per year on electricity alone.
As tech giants race to build data centers targeting artificial general intelligence (AGI), IBM CEO Arvind Krishna cautions ...
AI’s hunger for memory has finally spilled out of the data center and into the living room, turning what used to be a cheap PC upgrade into one of the most painful line items on a build sheet. The ...
Discover why Cisco Systems (CSCO) is still undervalued despite strong earnings, dividend growth, and AI-driven demand.
Ben Powell, chief investment strategist for APAC, argues that the companies supplying the backbone of the AI ecosystem remain ...
The overall market for artificial intelligence computing devices is massive, and it's OK if Nvidia doesn't capture all of it.
Goldman Sachs has added four new stocks to its Conviction List for December. They all have double-digit upside potential.
AI hardware shortages are accelerating decentralized compute, reshaping data centers, cloud power, and blockchain infra.
As the world enters an era of geopolitical uncertainty, political polarization and rapid technological change, China is ...
China’s AI race is increasingly defined by two very different bets. ByteDance is turning its vast consumer empire into a distribution machine for everyday AI, while DeepSeek is trying to win on raw ...