Amazon's cloud unit posted its fastest growth in more than three years, but the company's plan to spend $200 billion on ...

RFID manufacturer Impinj (NASDAQ:PI) met Wall Street’s revenue expectations in Q4 CY2025, with sales up 1.4% year on year to ...

Micron and Broadcom offer diversified exposure to the generative AI opportunity.

ByteDance is reportedly developing its own AI chip and is in advanced discussions with Samsung Electronics to manufacture the processor.

Amazon’s $200 billion allocation is 52% greater than last year and surpasses the combined spending of Google and Microsoft in ...

The race to dominate the burgeoning AI market is pushing tech giants to adopt business models reminiscent of IBM's in the ...

Big Tech is locked in an AI infrastructure arms race, pouring billions into data centres, custom chips and power. Saaisha ...

This recovery was fueled by renewed investor confidence in AI infrastructure spending, particularly the strong capital expenditure signals ...

Amazon's custom silicon business picked up steam in the fourth quarter and hit a milestone. The company said that Trainium ...

Broadcom reported revenue of $18.01 billion in its fiscal fourth quarter, up 28% from a year earlier, with net income of $8.51 billion and earnings of $1.74 per share. CEO Hock Tan said AI ...

ByteDance reportedly develops its own "SeedChip" with Samsung to power AI apps, aiming to reduce reliance on NVIDIA amid U.S.-China trade shifts.

Amazon is executing a $200B capex plan to maintain AWS’s AI and cloud dominance. Check out why I am upgrading AMZN stock to a ...