The boom in data center construction is taking up much of the supply of high-tech components, especially processor and memory ...

Yichen Shen thinks light can do what transistors increasingly cannot. The CEO of Lightelligence, a startup born from his ...

Arista Networks (ANET), Fabrinet (FN), and Ciena (CIEN) stand out as bullish names heading into earnings, as investors are prioritizing AI data center components that are in short supply, such as ...

Enterprise AI workloads require infrastructure designed for large-scale data processing and distributed computing.

Data centers have been a big topic over the past few years, especially in Indiana. There's been a push for more data centers in the Midwest, specifically AI data centers. We've seen several move ...

As the AI surge progresses, the most significant hurdle is unlikely to be the availability of chips or components. Instead, it will be electricity, cooling, and physical space. On our planet, data ...