Mobile messaging apps now sit at the center of how billions of people communicate. WhatsApp passed 3.3 billion monthly ...
Data center stocks are getting more attention as the AI buildout moves beyond the chip trade and into the wider infrastructure stack.
Samsung's HBM4E reaches up to 16 Gbps with 3.6 TB/s of bandwidth per stack, more than 20% faster than HBM4 and 16% more energy efficient.
During the first quarter, we initiated a position in Alphabet Inc., the parent company of Google and one of the world’s most ...
Nvidia Corporation is rated a Hold, favoring patience until a price pullback or a new wave of enterprise AI adoption emerges.
Mistral AI launches Vibe, expands into industrial AI and details a data center push as the French startup ramps up its challenge to OpenAI.
Cumulative global data center investment is forecast to approach $1.6 trillion by 2030, while leading technology enterprises ...
Dell shares surged 16.8% to a record $298 after fiscal Q1 2027 earnings crushed estimates with $4.86 EPS and a record $51.3B ...
The tech giant says a breakthrough in data center networking has dramatically accelerated the flow of information through its ...
KPN and Schwarz Digits are jointly launching a European sovereign cloud solution for the Dutch market. Through STACKIT, ...
Cumulative global data center investment is forecast to approach $1.6 trillion by 2030, while leading technology enterprises will collectively deploy over $600 billion in AI infrastructure capex in 20 ...
The global race for artificial intelligence dominance is accelerating. Governments across the world are investing billions of dollars into semiconductor manufacturing, cloud infrastructure, data ...