Neocloud companies providing dedicated AI data centers are in hot demand right now, which is great news for this company.

In late 2022, Wall Street noticed that the first iteration of OpenAI's AI chatbot, ChatGPT, was trained and powered by thousands of Nvidia's (NASDAQ: NVDA) data center graphics processing units (GPUs) ...

AI data-center spending is exploding -- and these two winners still offer long-term upside.

Mistral AI secured $830M in debt financing to buy 13,800 Nvidia chips for a Paris data center opening in Q2 2026, backed by seven major banks.

The data center market is exploding in 2026 as AI demand drives an influx of hardware, software and services spending that is being led by 50 of the biggest and most innovative companies in the world.

Looking back on processors and graphics chips stocks’ Q4 earnings, we examine this quarter’s best and worst performers, including Lattice Semiconductor (NASDAQ:LSCC) and its peers.

Elon Musk’s merger of SpaceX and xAI — his artificial intelligence (AI) company best known for its chatbot Grok — is a bid to help realize his latest ambition: a constellation of orbital data centers ...

Global IT spending is set to surge 10.8% this year as tech companies ramp up their capex. Nvidia dominates the AI data center hardware market and is set to remain dominant in that space. Equinix ...