Dell remains a clear AI beneficiary, with robust AI server demand driving strong order and backlog growth. Read why I ...

Nebius Group is well-positioned for strong 2026 performance, driven by large AI infrastructure contracts with Meta and Microsoft. NBIS demand remains robust, with all available capacity sold out in Q3 ...

In a nutshell: Memory prices have climbed amid worsening shortages of consumer DRAM, primarily driven by surging demand for high-bandwidth memory from AI data centers. A new report warns that if the ...