The boom in data center construction is taking up much of the supply of high-tech components, especially processor and memory ...

Arm Holdings delivered a first-quarter revenue and earnings forecast that cleared Wall Street expectations by a wide margin, ...

Arista Networks (ANET), Fabrinet (FN), and Ciena (CIEN) stand out as bullish names heading into earnings, as investors are prioritizing AI data center components that are in short supply, such as ...

Yichen Shen thinks light can do what transistors increasingly cannot. The CEO of Lightelligence, a startup born from his ...

As the AI surge progresses, the most significant hurdle is unlikely to be the availability of chips or components. Instead, it will be electricity, cooling, and physical space. On our planet, data ...

Enterprise AI workloads require infrastructure designed for large-scale data processing and distributed computing.

After years of custom‑built facilities, data center developers are charging into modular construction. The shift is accelerating delivery timelines — and creating a new set of headaches for the teams ...

Micron is a leading maker of computer memory products that are vital to the efficient operation of AI data center servers. Its revenue, net income, and free cash flow are growing at incredible rates ...

AI is inspiring organizations to rethink a fundamental IT concept: the data center. For decades, the data center was a centralized place. It was a handful of large, secure facilities where ...