The Trump administration wants some of the world’s largest technology companies to publicly commit to a new compact governing the rapid expansion of AI data centers, according to two administration ...

Winners & losers: Nvidia CEO Jensen Huang has announced that the company's Vera CPU will debut as a standalone infrastructure product, not merely as a supporting element for its GPUs. For the first ...

Montanans deserve straight answers about data centers and what their arrival could mean for our energy system. The questions raised recently by Karin Kirk are fair ones, and I appreciate the ...

Nvidia has invested $2 billion in AI infrastructure provider CoreWeave, the companies announced. Shares of CoreWeave popped on the news. Nvidia purchased CoreWeave Class A common stock at $87.20 per ...

Bad news to anyone wanting to build or upgrade a PC in the future: Intel, one of the largest chip manufacturers in the world, is going to start “prioritizing” data centers more and won’t produce as ...

AMD’s server CPUs are nearly sold out for 2026. Average selling prices may increase 10% to 15% in Q1. Analyst forecasts AMD AI revenue will reach $14B to $15B in 2026 driven by MI355 and MI455 ...

KeyBanc analyst John Vinh upgraded Intel to overweight this morning. Strong demand for AI chips has Intel sold out and ready to raise prices. Intel costs less than $47 even after today's price surge - ...

Micron recently boosted its outlook for server shipments. Micron sells both HBM memory for AI chips and standard server DRAM, both of which are in short supply. Intel is struggling to keep up with ...

Data center construction is increasingly becoming a political issue, with locals organizing against major tech companies like Meta, Amazon and Google, which are spending billions in a push to create ...

Mr. Furman, a contributing Opinion writer, was the chairman of the White House Council of Economic Advisers from 2013 to 2017. Economic data never tells a perfectly clear story, but lately the ...

As Sir Isaac Newton discovered, the core scientific law of gravity is that what goes up must come down. The principle applies in many areas, which is why markets are jittery about the near-unchecked, ...

Thousands of credentials, authentication keys, and configuration data impacting organizations in sensitive sectors have been sitting in publicly accessible JSON snippets submitted to the JSONFormatter ...