While the Top 4 US-based cloud service providers (SPs)—Amazon, Google, Meta, and Microsoft—will account for nearly half of global data center capex in 2025, select Tier 2 cloud SPs are poised to ...

Dell Partner Program for 2025 includes bigger margin opportunities on PCs, storage, and networking devices and ways for ...

AMD shares fell by nearly 9% in after-hours trading, but the chipmaker is talking up a strong second half to 2025.

AMD's share price is down this morning even though its data center division notched a nearly 2X gain for the full year.

The SASE market is projected to hit $17 billion worldwide by 2029, according to Dell‘Oro Group, which says that single-vendor ...

We recently compiled a list of the 12 High Flying AI Stocks This Week. In this article, we are going to take a look at where ...

AMD stock plunged after the chipmaker reported weaker-than-expected sales of chips for artificial intelligence data centers.

Quarterly revenue beat AMD's forecast of roughly $7.5 billion. Net income was $482 million, down 28 percent from the year-ago period's $667 million profit.

The reaction was perhaps a bit harsh on AMD, which said the data center business grew its sales by 94%, to $12.6 billion, in fiscal 2024. That’s thanks to an increase in sales of its Instinct GPUs and ...

Derek Williams was elevated to state CIO last year after having served as deputy CIO since late 2022. He is a veteran ...

Rosenblatt Securities reiterated a Buy rating on shares of Navitas Semiconductor (NASDAQ: NVTS), with a steady price target of $5.00. The firm's analysts highlighted the expansion of Dell's use of ...

AMD’s MI350 launch this year could challenge Nvidia’s Blackwell chips, but I see timing and ecosystem adoption as major ...