This means that U.S. AI firms are going for raw power and capability, which greatly benefits Nvidia. As a result, the near 20 ...

If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...

In this video, Motley Fool contributors Jason Hall and Jeff Santoro break down the implications of DeepSeek for 10 of the ...

AMD revenue came in at $7.7 billion, above analysts’ expectations for $7.5 billion, but the company’s data-center unit came ...

Most Wall Street analysts expect shares of Nvidia and Lam Research to soar in 2025. Nvidia's leadership in artificial ...

Alphabet's big spending plans surprised Wall Street. The news should soothe investors worried about last week's DeepSeek ...

Microsoft CEO Satya Nadella just reaffirmed his plan to spend $80 billion on AI data centers in 2025, mostly in connection ...

DeepSeek has complicated the dominant narrative that's propped up the market for the last 2 years, challenging lofty ...

The launch of DeepSeek affects the AI boom including the power, cooling and data center giants that once rode the AI euphoria ...

Let’s take a look at three under-the-radar AI infrastructure stocks that could gain 500% by 2030. Do keep in mind that these are high-risk, high-reward bets, and there’s no guarantee that estimates ...

Advanced Micro Devices (NASDAQ: AMD), and Micron Technology (NASDAQ: MU) plunged on news that a Chinese start-up called ...

Nervous investors may wonder if semiconductor stocks are still a good bet. Wall Street expectations are especially high for ...