Cathie Wood has earned a reputation for making bold bets, and her latest high-conviction semiconductor play could signal where she sees growth outside of Nvidia.
(AI), as the latest advances involving generative AI made their way into mainstream usage and AI-associated stocks helped ...
With its focus on innovative products and cutting-edge technology, the annual Consumer Electronics Show (CES) has not ...
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 ...
As per a CNBC report, in 2025, significant changes are expected in global AI regulation, especially in the U.S., the EU, and ...
Microsoft (NASDAQ: MSFT) made headlines late last week when it announced it would spend $80 billion this year building data ...
Facebook’s parent company is building Minnesota’s first mega data center in Rosemount to house its fast-growing need for ...
Hyperscaler investments dominated the market, but CIOs and their surrogates contributed to the spending surge, according to Synergy Research Group.
A large data center project that could span more than 1,000 acres and cost more than a $1 billion is being planned in Port ...
Everyone knows Microsoft (NASDAQ: MSFT) and its best-known products, including the Windows operating system and Microsoft 365 ...
I remember when our CEO, Daniel Erhardt, told me there is no energy transition. He often says there is an energy expansion. I ...
The tech giant will funnel more than half of the investments into U.S.-based facilities, Microsoft Vice Chair and President ...