The data center industry is growing about 12% per year. These eight securities are positioned to take advantage of that trend.
AWS is still a minority of Amazon's total overall business. But due to AI demand, this segment is commanding more attention.
Similarly, the rise in attention to artificial intelligence (AI), especially generative AI (GenAI), is notable. The AI market ...
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I believe Nvidia's earnings report scheduled for February 26th will be the most pivotal. Read why I maintain my strong buy ...
The fast deployment of AI and cloud computing raises concerns about energy consumption and environmental impact.
In today’s fast digital world, businesses need IT services. These services help them run smoothly and stay competitive.
The debate between on-premise and cloud computing architectures remains a prominent topic among businesses, particularly in ...
Alibaba shows promising growth with its growing capabilities in AI and presence in cloud computing systems. OCBC raises fair ...
Rounding up new and notable announcements by select hyperscale and colocation data center developers and operators as they ...
As part of Oracle's distributed cloud strategy, the company is launching Oracle Compute Cloud@Customer with NVIDIA GPU configurations and Oracle Private Cloud Appliance with GPU configurations ...
Alphabet's $75B AI CapEx in 2025 fuels growth with 4X compute efficiency gains, driving ROI, market share, AI adoption, and ...