The U.S. Data Center as a Service Market is Projected to Grow from $48.7 Billion in 2025 to $427 Billion by 2035, While ...

Morgan Stanley analyst Joseph Moore said Qualcomm’s forecast of $5 billion in AI data center revenue by fiscal 2027 positions ...

Data centers have sprung up like dandelions across Ohio. Here's a Q&A explaining the basics about them.

Hyperscalers want their data centers online and utilities want to provide interconnections, but experts say both are still ...

The submarine has surfaced, and it's bigger than Wall Street expected ...

Qualcomm (QCOM) laid out a comprehensive plan and portfolio to break into the data center and AI infrastructure market during ...

Qualcomm's data center entry analyzed: how the Modular acquisition, HBC memory architecture, and Arm-based C1000 CPU ...

The hyperscalers are just beginning to figure out the consequences of the AI arms race, and now everyone seems to be against them.

Microsoft DeepSeek Copilot Cowork integration is under evaluation as Microsoft shifts to usage-based billing — the same day ...

Microsoft’s 20-year power deal with Chevron secures AI infrastructure capacity, lowers energy risk, and strengthens Azure’s ...

Stifel has lowered it price target on Microsoft stock to $400. Analyst Brad Reback explained why in a research note today.

Over recent weeks, Microsoft has been hit with multiple shareholder class-action lawsuits claiming it downplayed slowing ...