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

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 ...

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

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 ...

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