At its Advancing AI event in San Francisco, AMD announced major new chip designs across its portfolio—datacenter, AI, ...

Microsoft's AI bet pays off as Azure revenue grows, but stock falls on infrastructure supplier delays - SiliconANGLE ...

Microsoft (MSFT – Research Report), the Technology sector company, was revisited by a Wall Street analyst today. Analyst Derrick Wood ...

Advanced Micro Devices has a wealth of digital semiconductor expertise and is well positioned to prosper from favorable trends in data centers and artificial intelligence. We consider AMD to be one of ...

We think AMD can carve out a decent portion of the AI accelerator market over time. Over the next five years, we model AMD’s data center revenue growing at a 41% CAGR. We expect AMD’s data center ...

We're evaluating alternatives and likely to go with HyperV on Windows Server, since we already have Datacenter ... core license for each one of those, doubling your price per thread. Microsoft ...

The legal battle between these parties began during Qualcomm's 2021 acquisition of Nuvia, a datacenter-grade chipset designer ...

Microsoft released its System Center 2025 alongside new Windows Server 2025. Besides many security updates, there is also ...

Welcome to the Arm second quarter fiscal year 2025 webcast and conference call. At this time, all participants are in a listen-only mode. After the speakers' presentation, there will be a question-and ...

Three is the magic number, or more specifically the amount of time in years before a killer app emerges that helps businesses more usefully use generative AI to drive meaingful producitivty gains.… So ...

Microsoft CFO says OpenAI investment will cut into profit, with projected income for the quarter expected to drop by $1.5 ...