One area where Intel (NASDAQ: INTC) has seriously dropped the ball has been artificial intelligence (AI). Nvidia essentially ...
Total data center infrastructure equipment revenues probably reached $282B in 2024, and hyperscale data center capacity is ...
Currently, we estimate that Nvidia accounts for roughly 25% of the entire data center segment. Our view is that Nvidia will retain that leading share throughout the forecast period — assuming it ...
Intel facing crisis as rivals snatch market share, leading to plunging stock, lost opportunities in data center, gaming, and ...
Brazil is rapidly emerging as a key hub for data centers, with billions of dollars in investments expected in the coming ...
Big Tech hyperscalers like Amazon, Microsoft and Meta will expand development pipelines as they pursue gigawatt-scale ...