Broadcom (NASDAQ: AVGO) could end up being a big winner from the increase in spending by big tech in 2025 and beyond. Here's ...

Alphabet's $75B AI CapEx in 2025 fuels growth with 4X compute efficiency gains, driving ROI, market share, AI adoption, and ...

Introduction A Tensor Processing Unit (TPU) is a specialized hardware accelerator developed by Google to enhance machine learning performance, ...

Harding Loevner Global Equity ADR composite fell 1.12% (gross) in Q4 2024, compared with the 0.89% decline of the MSCI ACWI ...

A rather unexpected metric is perhaps the one from Morgan Stanley (via @Jukanlosreve) that counts the wafer consumption of AI ...

Data center development is creating enormous demands for power. With few options besides fossil fuels, interest has grown in ...

Last year, xAI built a massive data center in Memphis, but the company has also been quietly setting up another facility in Georgia.

AI is driving an unprecedented transformation in data centers, with global data center CapEx spending projected to more than ...

Few global facilities possess more than a gigawatt of power, making electricity for AI computing increasingly scarce.

It's time for a new security approach. Replace traditional security technology that exposes your attack surface and allows ...