Technology ❯ Artificial Intelligence ❯ AI Applications

Data Centers

Memory Demand AI Chips Cloud Computing Memory Chips Computing Power AI Demand Nvidia NVIDIA Corporation Energy Consumption AI Accelerators

Micron’s Profit Surge Backed by $22 Billion of Customer Deals and Locked HBM Supply

Customer prepayments point to AI demand that outstrips factory capacity, which could keep memory prices high for years.

Meta Posts Strong Quarter but $125–$145 Billion AI Buildout Keeps Investors on Edge

Samsung Foundry Sees Surge of Inquiries From Google, AMD, BYD and Other Chip Customers

Applied Optoelectronics Faces Sharp Pullback as AI Demand Outstrips Factory Capacity

Marvell Shares Slide After June 9 Pullback Despite Strong Quarter and $1 Billion Capacity Pledge

EU Sets Roadmap to Curb Power Strain From Booming AI Data Centres

Record NAND Revenues Surge as AI Datacenters Squeeze the Global PC Market

Peking University Unveils Prototype 3D EDA for Huawei’s LogicFolding Push

Analog Devices Beats Q2 Estimates and Moves to Buy Empower for $1.5 Billion

AMD Seizes Record 46% of x86 Server CPU Revenue as Data-Center Boom Lifts Outlook

Apple Reportedly Orders New A18 Pro Chips as MacBook Neo Demand Puts $599 Model at Risk

Arm Reports Record Sales as AI Orders Top $2 Billion but Supply Falls Short

Utilities Rush to Build Firm Power for AI Data Centers

Nokia Hits 16-Year High on AI Data‑Center Networking Boom

Marvell Cancels POET-Linked Celestial AI Orders Citing Confidentiality Violations

Micron Soars on AI Memory Crunch as Analysts Lift Targets to $600

Navitas Shares Jump After Ex‑Broadcom Executive Gregory Fischer Joins Board

Van Drew’s Once-Safe NJ Seat Looks Competitive as GOP Allies Mount Defense

Fermi Plunges 25% as IPO Lock-Up Expires and First Results Land

Broadcom’s AI Push Draws Bigger Forecasts as New Chips Ship and Supply Is Locked In