Oracle is cutting staff to pay for the data centers it is building, and its founder has decided not to…
Firmus Technologies began pitching investors on Monday for an initial public offering that could raise as much as A$7 billion,…
Building a 10-megawatt data center in Mumbai costs about $66 million, before land and servers. The same building in Silicon…
The headline number out of Korea this week is 200 megawatts. It is the wrong number to watch. NAVER, NVIDIA…
Bloomberg reported on July 20 that Z.ai — the Chinese lab that used to call itself Zhipu — has switched…
Article BriefKey Takeaways5 Points30s Read01The deal-AMD and Cerebras will split AI inference across two machines: AMD Helios racks process prompts…
Article BriefKey Takeaways4 Points24s Read01The number-Amazon's custom silicon business runs at a $20B+ annual pace, up nearly 40% in Q1…
NRG Energy has put a number on its enlarged PJM footprint: 6,839 megawatts cleared for the grid operator’s 2028–2029 delivery…
SLB has spent a century learning how to move complicated industrial systems from drawings to working sites. That old capability…
Market BriefKey Takeaways5 Points30s Read01The move-Lumentum closed July 9 at $794.30, up 12.33% — about eight times the Nasdaq's gain…
Vertiv Holdings has become one of the cleanest ways to own the AI build-out without betting on which chip wins.…
Article BriefKey Takeaways6 Points36s Read01The short answer-Yes, data centers can raise your bill — but mostly through wholesale and grid-capacity…
Friday's tape delivered the useful kind of warning: AI demand can be excellent and the stocks can still be punished.Broadcom…
Seagate stock is no longer trading like a sleepy hard-drive name. It is trading like a scarce AI infrastructure bottleneck,…
Article BriefKey Takeaways4 points24s read01The setup-Credo reports Q4 FY26 results after the June 1 close, with the call scheduled for…
Article BriefKey Takeaways4 points24s read01Market clock-U.S. equities are closed Monday, May 25, 2026, for Memorial Day; AMD's next regular session…
Article BriefKey Takeaways5 points30s read01The setup-AI spending is turning from a chip-only story into a physical infrastructure buildout around data…
Article BriefKey Takeaways5 points30s read01The move-ARM sold off after a strong Q4 because supply and silicon execution now matter as…
Article BriefKey Takeaways4 points24s read01The issue-CoreWeave's Q1 proved AI cloud demand, but the stock reaction was about financing that demand.02The…
Article BriefKey Takeaways5 points30s read01The angle-AI data centers are shifting the stock story from chips alone to power, cooling, grid…
Article BriefKey Takeaways5 points30s read01New frame-Sandisk's sharper AI thesis is not generic SSD demand; it is the retained data trail…
Google said in 2009 that an average search used 0.0003 kWh, or 0.3 watt-hours. Sam Altman wrote in 2025 that…
$746.81▲ +100.34 (+15.52%)Day Range$676.37 – $747.21Volume64.1MMarket statusU.S. regular session closed; snapshot as of May 8, 2026, 4:00 p.m. ET.NVIDIA read-throughNVDA…
$260.31▲ +30.18 (+13.11%)Day Range$235.22 – $263.74Volume513,049Snapshot sourceAlpaca IEX, May 8, 2026TECHi stock docNo relatedStocks ID mapped for DELLAI backlog$43B entering…