Microsoft CEO Satya Nadella's $80 Billion Promise: What It Means for Nvidia and AI Stocks
Microsoft CEO Satya Nadella just reaffirmed his plan to spend $80 billion on AI data centers in 2025, mostly in connection ...
NuScale Power: Will AI Data Center Energy Demand Keep This SMR Stock Hot?
NuScale has the potential to become the go-to SMR developer for AI data center power. Click here to see why SMR stock is a ...
AMD shares tumble as CEO forecasts declining data center sales
Advanced Micro Devices failed to impress investors waiting for the chipmaker to gain ground against AI heavyweight Nvidia, ...
Did extreme overclockers inspire Microsoft to develop closed loop liquid cooling for data centers? I'd like to think so
Microsoft is switching to closed-loop liquid cooling, as used by PC overclockers, for its data centers to eliminate water ...
The Insatiable Hunger For AI Power Continues To Grow
SAP estimated that it takes 200 terawatt-hours of electricity per year to power all the data centers around the world, and of ...
Lumen Beats Quarterly Revenue Estimates on Data Center Demand
Lumen Technologies reported revenue of $3.33 billion for the fourth quarter ended Dec. 31, above estimates of $3.20 billion. (Reporting by Juby Babu in Mexico City; Editing by Mohammed Safi Shamsi) ...
AMD Is Well-Positioned for Share Gains in CPUs and Capturing a Piece of the AI Pie
As of September 2024, AMD had $4.5 billion in cash and cash equivalents against total debt of $1.7 billion. AMD took on debt to acquire Xilinx, but Xilinx generates healthy cash flow, and now that AMD ...
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AI Stocks Broadcom (AVGO) and Celestica (CLS) Soar after Google Earnings
AI stocks are on the move after hours. The primary catalyst is earnings from Alphabet (Nasdaq: GOOGL).  While Alphabet shares ...
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AMD disappoints investors with AI chip sales, but forecast tops estimates
Advanced Micro Devices failed to impress investors waiting for the chipmaker to gain ground against AI heavyweight Nvidia, ...
DeepSeek Just Exposed the Biggest Flaw of the Artificial Intelligence (AI) Revolution
Roughly two weeks ago, China-based DeepSeek unveiled its open-source large language model (LLM), known as DeepSeek-R1, which ...
AMD pulls up the release of its next-gen data center GPUs
AMD says that it plans to launch its next major data center GPUs, the AMD Instinct MI350 series, sooner than originally announced. During the company’s Q4 2024 earnings call Tuesday, AMD CEO Lisa Su ...
Nvidia Still A Top Pick As Microsoft, Meta Stick With GPUs Despite DeepSeek Challenge: Analyst
BofA Securities analyst Vivek Arya maintained a Buy rating on Nvidia Corp (NASDAQ:NVDA) with a price target of $190.