Intel aims for 100M+ AI PC shipments by 2025, powered by Core Ultra and Panther Lake chips. Click here to read an analysis of ...

Nvidia's stock has dropped 23% to $94/share since my latest article. Read why I maintain my strong sell rating on NVDA.

The U.S. Department of Energy wants to assure the nation's AI dominance by co-locating AI data centers and energy production ...

A JV with TSMC offers clear advantages to Intel, including higher yields, faster time-to-market, and mature processes on ...

Microsoft said it is “slowing or pausing” some of its data center construction, including a $1 billion project in Ohio, the ...

The U.S. Dept. of Energy suggested 16 federally owned locations that could host data centers and AI infrastructure. Where are ...

Colorado already is asking how it will be able to provide enough electricity for the surging demand for data centers as it ...

Dell Technologies (NYSE: DELL) introduces advancements across its industry-leading server, storage and data protection ...

Intel is resurrecting the classic “Intel Inside” marketing strategy you may remember from the 90s. The nostalgic branding was ...

New tariffs on steel, semiconductors, and critical components stand to alter the cost structure of data center operations.

At GTC 2025, Nvidia CEO Jensen Huang projected $1 trillion in global data center CapEx by 2028. At this pace, data center ...

His latest executive order directs the government to start using “beautiful, clean coal” to power AI data centers.