TC Cowen report indicates firm has pulled back on ‘converting negotiated and signed’ docs that are precursors to data center ...

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Apple plans to make a big bite into U.S. AI with a dizzying half-trillion dollar commitment in AI server manufacturing and ...

This is what passes for news nowadays? On Monday, Apple grabbed plenty of headlines with its claim that it will “spend and ...

I, Brian Wang, have identified the pace of the expansion of the XAI data center. The XAI and Tesla ability to build data ...

Lumen ( LUMN -7.08%) stock lost significant ground Monday. The company's share price closed out the day down 7.1%. The ...

Back in September, Nebius announced that it is investing $1 billion for an AI infrastructure across Finland and France. As ...

Join our daily and weekly newsletters for the latest updates and exclusive content on industry-leading AI coverage. Learn More Intel is launching its new Intel Xeon 6 processors with performance-cores ...

Shares of power producers fell as hopes for a boom in AI power demand faded somewhat. Constellation Energy, the nuclear-power producer that's been a hot stock in recent months because of its deals to ...

Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...

Nvidia faces growth challenges as Blackwell GPUs reduce demand, competitors like AMD cut costs, and delays raise risks. Click ...

TD Cowen analysts reported in a research note Friday that Microsoft had canceled leases with “at least two data private ...