Report claims Data center infrastructure equipment revenue for 2024 is expected to total more than $280 billion.

The PC market endured double-digit declines in 2022 and 2023. The good news for AMD is that the market stabilized in 2024, ...

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.

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 ...

AMD’s AI advancements are overshadowed by Nvidia’s CUDA. Find out why AMD stock is overvalued, while NVDA continues to lead ...

(AI), as the latest advances involving generative AI made their way into mainstream usage and AI-associated stocks helped ...

Utilities, the lowest-performing S&P 500 sector in 2023, rebounded strongly in 2024, reflecting a major shift in electricity ...

Advanced Micro Devices' diversified revenue streams provide a cushion against potential slowdowns in AI hardware CapEx. See ...

Our foray into the U.S. market in data centers represents a significant milestone in our journey to build a global digital infrastructure platform that will empower businesses today and in the future.

Intel facing crisis as rivals snatch market share, leading to plunging stock, lost opportunities in data center, gaming, and ...