Megawatts are still trading hands, and the AI trade is very much alive, according to investment banker Joe Nardini, as miners ...
The Daily Overview on MSN
Can a $2B AI bet keep Nvidia's secret portfolio from unraveling?
Nvidia has turned its balance sheet into a weapon, using minority stakes and strategic alliances to lock in demand for its ...
In Chicago’s working-class Pilsen neighborhood, a 60s-era oil-fired power plant rises up from an industrial lot behind Dvorak ...
Q3 2025 Revenue Guidance -- Expected between $74.5 million and $75.5 million. Q3 2025 Non-GAAP Operating Expenses Guidance -- Estimated at $51.5 million to $52.5 million. Q3 2025 Non-GAAP EPS Guidance ...
Astera Labs is shifting from Aries retimers to Scorpio scale-up fabrics, materially increasing dollar content per rack and ...
Unexpected change rewards those who are quick to adjust, but all aspects of a system must be adjusted to keep growth going.
As chip designs become larger and more complex, especially for AI and high-performance computing workloads, it’s often not ...
Having data centers “visible in the night sky at dawn or dusk” presents a problem because some observers “rely on twilight to ...
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