In the race for AI dominance, American tech giants have the money and the chips, but their ambitions have hit a new obstacle: ...

Artificial intelligence (AI) is advancing rapidly, but it faces significant constraints in power availability and physical ...

Marvell Technologies benefits from AI growth, strong partnerships, and margin expansion with a $5B buyback plan. Learn why MRVL stock is a buy.

Cipher Mining, based in the US, is turning heads after announcing a $5.5 billion, 15-year lease agreement with Amazon Web Services for AI data center infrastructure. The deal comes at the same time as ...

Today, Shopify is quietly evolving into something much larger: the infrastructure layer for modern retail operations. If ...

CoreWeave and Nebius face substantial CapEx, customer concentration risks, and uncertainty if AI demand cools. Read why both ...