However, Karl Ackerman, a research analyst at BNP Paribas Exane, said in a note on Friday that investors are still worried about this Maia project with Microsoft (MSFT) due to conflicting supply-chain ...

Dell Technologies’ first revenue grew five percent year over year as servers saw “unprecedented demand” breaking the ...

Want to know how demand for Nvidia chips is changing? It's all about tokens.

Nvidia has charged ahead in this AI boom thanks to its chip, which have become the most sought-after worldwide, and its ...

Dell Technologies Inc. cited strong demand for artificial intelligence servers as the reason for its extremely bullish revenue guidance today, sending its stock higher in the after-hours trading ...

Marvell Technology Inc. delivered fiscal first-quarter results in line with expectations - but the latest numbers may be less important than the company's upcoming commentary, as some analysts on Wall ...

Despite Wall Street’s general approval of Nvidia’s results and outlook without China, Huang isn’t giving up on the region.

We're going to see AI go into enterprise, which is on-prem, because so much of the data is still on-prem,” CEO Jensen Huang ...

Overall data center demand is accelerating, with a growing share from inference and international markets, Nvidia said Wednesday.

Video conferencing platform Zoom (NASDAQ:ZM) in Q1 CY2025 as sales rose 2.9% year on year to $1.17 billion. Its non-GAAP EPS ...

Broadcom remains a strong Buy with a $265 target, backed by hyperscaler investments and XPU partnerships. Click here to find ...

Dave Vellante, chief analyst at theCUBE Research, noted that Salesforce is buying Informatica at a lower price than it was ...