A deadline for Super Micro Computer (SMCI) to file its delayed annual and quarterly financials looms large today, Feb. 25. If ...

Following the spinoff of SanDisk, we expect Western Digital to focus on deleveraging, generating healthy free cash flows, and returning capital to shareholders. Western is expected to have $4.5 ...

Nebius Group's mixed 4Q24 earnings show challenges, but a strong 1Q25 ARR rebound is expected. Click here to find out why ...

Microsoft, in an oversupply position, means the company has more data center capacity than it currently needs, according to ...

The development comes as investors are closely watching whether Big Tech hyperscalers will continue to spend heavily on AI ...

Microsoft is canceling leases for data centers in the US, indicating AI overcapacity. This move follows rivals and reaffirms ...

Silicon Valley is looking at hydrogen and nuclear energy alternatives to meet the energy demands of the AI race.

Microsoft Corp. (NASDAQ: MSFT) has reportedly begun to cancel leases for a significant portion of its AI data center capacity ...

Despite strong data center demand and reduced leverage, Digital Realty's revenue guidance missed analyst expectations. See ...

Big Tech’s growing use of data centers has created related public health costs valued at more than $5.4 billion over the past ...

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Founded in 1993, Super Micro Computer has long been one of Silicon Valley's most prominent makers of server and data center ...