Cloud providers’ hoarding of GPUs, memory, and other hardware to support AI workloads is causing scarcity, pricing out consumers and businesses alike. Whenever a tech titan makes a sweeping statement ...

Wrapping up Q1 earnings, we look at the numbers and key takeaways for the hardware & infrastructure stocks, including Super ...

Microsoft Azure CTO Mark Russinovich’s annual presentation on Azure hardware revealed a lot about the future of Microsoft’s cloud. Microsoft uses its events to lift the hood on Azure’s hardware and ...

Broadcom’s revenue miss and HPE’s strong quarter show how AI hardware demand is shifting across chips, servers, and ...

Are you trying to figure out the whole cloud computing vs. virtualization thing, huh? It’s a big deal, especially if you want to save cash or get the best performance for your buck. Cloud computing ...

SMCI remains in focus as AI server demand, data-center hardware, margins, liquidity and valuation shape market attention.