One way to track the speed of the AI boom is to follow the hardware supply chain. Nvidia is the classic example: As AI companies build out data centers, they’re buying up billions of dollars of GPUs ...

Nvidia's CEO claims that the GPU giant is now TSMC's largest customer, edging out Apple. Rumors suggest that Apple is losing the preferential treatment it has received from TSMC for years. Rumors that ...

Patrick Barry does not work for, consult, own shares in or receive funding from any company or organization that would benefit from this article, and has disclosed no relevant affiliations beyond ...

A new analysis finds that data centers’ energy demands will drastically increase power plant emissions over the next decade. Renewables, though, could cut them while helping keep prices from rising.

Dutch semiconductor equipment company ASML is the only company in the world that makes extreme ultraviolet (EUV) lithography machines used to produce the most advanced semiconductors. The most ...

Memory chips are a key component of artificial intelligence data centers. The boom in AI data center construction has caused a shortage of semiconductors, which are also crucial for electronics like ...

Former NFL player and scout Bucky Brooks knows the ins and outs of this league, providing keen insight in his notebook. Today's installment covers: No Bo in Denver: What to expect from Jarrett Stidham ...

Microsoft is dependent on OpenAI and struggling to sell its own AI-powered products. Microsoft's remaining performance obligation now sits at $625 billion, an astounding figure. Here's the problem: ...

Kai Ryssdal and Meghan McCarty Carino visit a future data center and an AI startup for a look at our AI future — and the trade-offs that come with it. To wrap up this leg of the reporting, Ryssdal and ...

Tesla, Microsoft, Meta, and Apple all report Q4 results this week. Investors will be watching closely for how billions in investment in AI has impacted their bottom lines. It’s another season of big ...

Alibaba is reportedly planning to spin off its chip unit, T-Head Semiconductor, and pursue an initial public offering (IPO) to capitalize on the current surge in Chinese chipmaker listings. Save my ...

If there was one semiconductor stock that I've truly regretted not adding a lot more into my personal portfolio, it has got to be Taiwan Semiconductor Manufacturing Company Limited (TSM) stock.