Investing.com -- Building one gigawatt of AI data center capacity costs around $35 billion, according to Bernstein’s analysis ...

Nvidia (NASDAQ:NVDA) has spearheaded the artificial intelligence (AI) revolution, supplying chips that power everything from ...

The AI infrastructure buildout has moved from speculation to reality, and two companies are positioned to capture the lion's share of spending.

This news is fantastic, and Nvidia is proving that it will continue its data center dominance. Now, in addition to this, Nvidia just made another move that should be a game-changer -- allowing the ...

Nebius hit all-time highs this October and is trading higher than it did under its previous name, Yandex N.V. It is deeply ...

With the global spending on data centers expected to surpass $1 trillion by 2028, Marvell expects its total addressable ...

US networking software firm Arrcus enters the Indian market, focusing on AI-driven data centers and expanding its services beyond traditional networking corporations.

This creates a rare market asymmetry: The public sees "bubble" and flees everything AI-related, while sophisticated capital is making precise bets on deflation survivors. Here are three investment ...

As AI models grow more advanced, faster connectivity solutions will become critical to efficiently transmitting large quantities of data. Looking to invest in the artificial-intelligence boom beyond ...

Data center demand was a bright spot for the industrial sector's third quarter earnings as power and manufacturing demand from Big Tech have rapidly grown.

Artificial intelligence is not bringing about a jobs apocalypse, but rather a major reconfiguration of the labor market, according to Yardeni Research. The firm s ...

SMHX focuses on fabless semiconductors with top AI exposure, cost-efficient foundry partnerships, and long-term growth ...