Nvidia is looking more like the central bank of AI
Nvidia made its fortune selling the AI boom. Now it’s helping finance the next chapter. Nvidia (NVDA) shares…
The next AI winners may look nothing like Nvidia or Micron: One Big Investment Idea
The next AI winners may look nothing like Nvidia (NVDA) or Micron (MU). The first phase of the…
Mousterian and Samsung to Build First U.S. Floating Data Center
Sung-an Choi, left, vice chairman and CEO of Samsung Heavy Industries, and Min Suh, CEO of Mousterian Corp.,…
Nvidia just locked down deal that changes AI race
South Korean President Lee Jae Myung flew to San Francisco on July 24 for a summit with the…
Jersey City introduces ordinance to ban data centers on industrial land
Jersey City officials introduced an ordinance that would ban data centers as the primary principal use of industrial…
AI Is Keeping DRAM Prices High — Here’s Exactly When the Market Finally Loosens Up
Quick Read HBM will consume 30% of total DRAM wafer capacity by 2027, leaving supply able to meet…
‘Earnings need to be strong’: Wall Street assesses next catalyst for AI trade
Wall Street will need strong earnings to shake off recent market jitters around AI. This season is expected…
3 AI Infrastructure Stocks That Could Double by 2027
Investors have increasingly focused on the AI infrastructure market. This part of the tech industry has grown rapidly…
AI’s Next Bottleneck Isn’t Compute
SAN JOSE, CALIFORNIA – MARCH 16: Nvidia’s CEO Jensen Huang speaks during a keynote address at Nvidia’s GTC…
NRH Mayor Opposes Data Centers Near Homes As AI Infrastructure Debate Grows
The former Santander operations center at 5201 Rufe Snow Drive is being explored for redevelopment into a data…