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AMD Bets Helios Rack Systems to Drive Explosive Data-Center Growth

Helios shipments to large cloud customers and a forecast that data-center revenue will more than double in 2027 are reshaping AMD’s business focus.

SanDisk Soars to Multiyear Gains on Datacenter Demand

Cognition Raises More Than $1 Billion at About $25–26 Billion Valuation

Alibaba Unveils XuanTie C950, a RISC-V Server CPU Built for AI Agents

Alphabet’s AI Momentum Builds With Big 2026 Capex and Gains for Gemini

Nvidia Pours $2 Billion Into CoreWeave, Lifting Stake to 11.5% to Back 5 GW AI Buildout

Lam Research Soars on AI Equipment Boom as Analysts Lift Targets

Super Micro Stock Tests Support as AI Bull Case Meets Margin Pressure

Nvidia Posts 69% Revenue Surge Despite $8B China Sales Loss

NVIDIA and Dell Advance AI Infrastructure with Blackwell-Powered Servers

Samsung Overhauls Chip Leadership to Regain AI Market Ground

Nvidia Urges SK hynix to Accelerate HBM4 Chip Production