Micron (MU) faces a likely ~25-30% share price decline as memory market down-cycle risk rises. MU's pivot to HBM and data ...

Samsung wage talks pit investment priorities against pay equity, spark strike push Union blasts eva opacity and unequal raises as foundry losses fuel rare strike bid ...

Three AI data center scaling strategies are scale-up, scale-out, and scale-across. Scale-up is within a rack; scale-out is ...

Q2 2026 Management View CEO Sanjay Mehrotra highlighted an exceptional quarter, with "quarterly revenue nearly tripled versus 1 year ago, and revenue for DRAM, NAND, HBM and each business unit reached ...

The company says its new architecture marks a shift from training-focused infrastructure to systems optimized for continuous, low-latency enterprise AI workloads.

Opanga Networks added integration with Nvidia that will allow its Rain containerized runtime to operate directly on the chip giant’s BlueField-3 digital processing unit (DPU), a move Opanga said ...

As AI becomes a board-level priority in Asia Pacific and Japan (APJ), organisations are experiencing parallel challenges of infrastructure and governance, compounded by increasingly strong data ...

Entegris (ENTG) rated SELL after a 50% YTD rally: 40x FY2026 P/E, limited AI exposure, debt overhang, and weak catalysts—read the analysis now.

Micron’s record-breaking Q2 2026 results, AI-driven growth, massive CapEx plans, and why memory is now a strategic asset.

Microsoft Azure becomes the first cloud platform to validate Nvidia's Vera Rubin NVL72 system, delivering 3.6 exaflops — 5x ...

There are concerns that Fernando Alonso could be told to retire from Formula 1 mid-season due to 'significant' pain in his neck and left wrist, a journalist has claimed. Alonso, who turns 45 in June, ...