The U.S. market "could be much bigger than we thought," Reitzes wrote, noting that most of the Stargate spending seems incremental to Nvidia. By his math, even $20 billion in additional spending on ...

We recently compiled a list of the 10 Best Semiconductor Stocks to Buy for the AI Boom. In this article, we are going to take ...

Shares of many artificial intelligence (AI)-related semiconductor names were moving higher on Wednesday, including Broadcom ...

More money spent to build data centers will almost certainly lead to more revenue for TSMC, as its top customers include major players in AI and tech like Nvidia, Broadcom, Arm, and AMD, so it's ...

It isn’t a bad idea to follow billionaires' investment strategies. While one must not blindly do what they do, keeping an eye ...

Google’s custom TPUs give it an edge over Nvidia. See why GOOG stock may outperform as it leads AI hardware innovation in a ...

We recently published a list of 10 High Growth Semiconductor Stocks That Are Profitable Heading into 2025. In this article, ...

Shares of Oracle ( ORCL 6.75%) are flying higher on Wednesday. The company's stock is up 6.4% as of 11:20 a.m. ET, but gained ...

Continued Demand for SC//Platform From Customers and Partners Seeking VMware Alternatives and Edge Computing Solutions Powers Tremendous Growth INDIANAPOLIS, Jan. 22, 2025 /PRNewswire/ ...

OpenAI has announced that it's teaming up with Softbank and Oracle on $100 billion data center project in the U.S.

根据 Gartner 的最新评估报告《大规模 VMware 迁移成本估算》以及其作者之一、副总裁分析师 Michael Warrilow 的观点，如果 Broadcom 收购 VMware ...

BATMMAAN stocks, with their strong growth potential and leverage to AI technology, offer Indian investors global tech ...