The AI revolution may still be in its early innings as tech giants and start-ups invest mountains of cash into AI infrastructure. Cloudflare (NYSE: NET) is focused on AI inference with its global ...

Two examples are Amazon (NASDAQ: AMZN) and Apple (NASDAQ: AAPL), successful enterprises that touch the lives of billions of ...

Microsoft (NASDAQ: MSFT) made headlines late last week when it announced it would spend $80 billion this year building data ...

If you're an investor who recognizes the importance of cybersecurity and understands the strong case for investing in the ...

Currently, we estimate that Nvidia accounts for roughly 25% of the entire data center segment. Our view is that Nvidia will retain that leading share throughout the forecast period — assuming it ...