An estimated $45 trillion opportunity may emerge in the software application layer as AI infrastructure spending moves up the ...

Citi’s Fatima Boolani explains why select software stocks stand out as cybersecurity budgets rise and AI adoption reshapes ...

The AI spending spree is likely to continue in 2026 as companies continue to build infrastructure to power future AI ...

Broadcom’s AVGO Infrastructure Software segment is benefiting from strong demand for VMware solutions. In the third quarter of fiscal 2025, Infrastructure Software revenues jumped 17% year over year ...

Here’s the top cloud infrastructure companies of 2026 leading data centers, servers, GPU chips, AI, storage, cloud computing ...

LAS VEGAS — Over the next year, seven teams will hone AI-powered systems designed to harden the open-source software that underpins critical infrastructure—with a winner to be declared at next year's ...

We recently published a list of 10 Best Software Infrastructure Stocks to Buy According to Analysts. In this article, we are ...

It wasn’t that long ago that we were all amazed at our first interactions with ChatGPT, enabled by what then felt like an incredibly powerful foundational large language model (LLM). Yet, in a short ...

Forbes contributors publish independent expert analyses and insights. Dr. Ekta Dang is a Silicon Valley-based contributor who covers AI. Oct 29, 2024, 04:49pm EDT Microsoft, BlackRock, Global ...

MILPITAS, Calif.--(BUSINESS WIRE)--Penguin Solutions, Inc. (Penguin Solutions; Nasdaq: PENG) today announced the expansion of its ICE ClusterWare ™ software platform, (formerly Scyld ClusterWare ®) ...

Serverless data platform startup Bauplan Inc. wants to help software developers automate their big data infrastructure with code after raising $7.5 million in seed funding today. The round was led by ...

Q-CTRL has raised $59 million in additional funding for its latest round for building quantum computing infrastructure software. Sydney, Australia-based Q-CTRL has now raised $113 million in funding ...