Shares of AMD are sliding as the company faces fierce competition in the data center GPU market. Given Nvidia's dominance in data center GPUs and the company's continued growth, some investors may be skeptical that AMD will ever catch up.

Microsoft's decision to forgo renewing some data center leases has raised questions about a potential oversupply of AI computing power, despite the company maintaining its planned US$80 billion capital expenditure.

While these cancellations have raised broader questions about whether Microsoft is securing more AI computing capacity than necessary, it is very important to consider everything in context. TD Cowen's investigation suggests that Microsoft has pulled back on converting Statements of Qualifications (SOQs) into formal leases.

Microsoft previously announced plans to develop three data center campuses in Licking County and invest $1 billion.

Artificial intelligence (AI) has emerged as one of the most transformative forces in modern technology, with generative AI driving much of its recent surge in popularity. While AI itself is not a new concept—having been around for decades [1]—it is the recent advancements in generative AI that have pushed it into the limelight.

One of the biggest construction loans ever for a data center highlights booming demand for artificial intelligence.

A developer wants to build a $2.1 billion artificial intelligence data center campus on nearly 400 mountainside acres in Archbald along Business Route 6 and Wildcat Road, according to borough officials and conceptual plans submitted to the borough.

Meta Platforms is in discussions to construct a new data center campus for its artificial intelligence projects, with potential costs exceeding $200 billion, The Information reported on Tuesday, citing people familiar with the matter.

Microsoft Corp. has canceled some leases for US data center capacity, according to TD Cowen, raising broader concerns over whether it’s securing more AI computing capacity than it needs in the long term.

Stock splits can cue investors in to competitively advantaged companies, but not every stock-split stock is a smart investment. Super Micro is a major player in the artificial intelligence (AI) server market,

We recently compiled a list of the 10 AI Stocks That Wall Street Is Betting On. In this article, we are going to take a look at where Marvell Technology, Inc. (NASDAQ:MRVL) stands against the other AI stocks.