Intel's report confirmed suspicions that CPU demand is surging due to agentic AI, which lifted peers like AMD and Arm ...

Quick Read First Trust Cloud Computing ETF (SKYY) is down 10% year-to-date but up 20% over the trailing year near $118, ...

CLOD gained 8.8% year-to-date versus Nasdaq-100’s 21.4% return, trailing by over 12 percentage points. Gartner forecasts enterprise software spending will grow 15.2% in 2026 to $1.43 trillion. CLOD ...

However, there is one thing every generative AI company has in common: They will need to host their training and inference ...

Investors have considered artificial intelligence to be the next big thing in technology. Quantum computing stocks have also caught the market’s attention, with pure plays like Rigetti Computing ...

In late 2024, Alphabet announced an experimental quantum computing chip capable of performing calculations exponentially faster than traditional supercomputers. That helped ignite market-wide hype for ...

Cast AI finds that that 95% of GPU capacity across thousands of organizations are idle, as companies overbuy GPUs on FOMO.