SiFive has announced a partnership with Nvidia to integrate Nvidia’s NVLink Fusion interconnect technology into its ...
Microsoft has begun to realize the backlash to its AI infrastructure push is serious enough to create an entire "Community ...
JLL's 2026 Global Data Center Outlook report highlights a massive $3 trillion supercycle in data center infrastructure, ...
Marvell Technology, Inc. (NASDAQ:MRVL) is one of the AI Stocks Analysts Are Watching Closely. On December 10, Stifel reiterated its Buy rating on the stock with a price target of $114.00. The rating ...
Tom's Hardware on MSN
Meta sets up 'Meta Compute' organization for gigawatt-scale AI data centers — initiative is said to consumer hundreds of gigawatts over time
Meta establishes 'Meta Compute' organization to manage buildout of next-generation data centers and development of custom ...
Marvell's $3.8B acquisitions of Celestial AI and XConn target optical interconnects and CXL switching for next-gen AI ...
Nebius stock tripled in value last year, and the good news is that it seems capable of delivering more gains in 2026.
Morning Overview on MSN
Stop calling it the AI bubble, it is a stack of bubbles with ticking clocks
Talk of an “AI bubble” suggests a single, fragile sphere that might pop at any moment. The reality looks more like a layered ...
Meta Platforms Inc. is launching a new infrastructure division called Meta Compute that will be tasked with overseeing its ...
Semiconductors and data centers are emerging as the critical leverage points of the physical backbone of the AI economy.
APLD invests in advanced cooling and dedicated power to ease AI data center constraints as hosting revenues rise and capacity ...
Meta is building a nuclear supply chain for the AI era, combining long-term offtake, advanced reactors, and new financing ...
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