Arm's toll road used to run almost entirely through smartphones. Now it runs through the data center too. Nvidia's Vera CPU ...

AWS just posted its fastest growth in 18 quarters while Amazon is burning through capex at a rate that swung free cash flow negative. Here is why that tension keeps me adding shares instead of walking ...

Amazon says AI needs ‘strong safeguards’ in place before being released - Calls for guardrails come amid warnings about the existential threat posed by artificial intelligence ...

Investors often worry about competition in the chip market.

Executive SummaryThe domestic AI agent trends as of September 18, 2026, show that services are becoming more concrete by ...

One of the most popular technology sector exchange-traded funds (ETFs), the ARK Innovation ETF (NYSEMKT: ARKK) has seen major shifts in the past week, particularly regarding its Magnificent Seven ...

Data centers need fewer city services than warehouses; electricity and water are solvable problems; and tax gains keep ...

Halloween is a month away. But investors are already running scared following this week's pronouncements from industry ...

As AI data centers face intense public pushback over issues including their electricity and water use, another potential environmental impact is percolating: the proliferation of forever ...

Quick ReadAndy Jassy reported Bedrock grew 170% quarter-over-quarter in customer spend, processing more tokens in Q1 than all prior years combined.Amazon earns revenue regardless of which AI model ...

No company has announced plans for a data center in Defiance, a city of 17,000 people surrounded by soybean fields in ...