Surging demand for AI computing is pushing the semiconductor industry toward a record $1.3 trillion in revenue this year, but ...

Hardware firms are cleaning up bigtime as enterprises and cloud providers can’t get enough computing power for their artificial intelligence dreams. Meantime, Anthropic just keeps rising, putting the ...

Apple has reportedly delayed its Baltra AI server chip as it explores chip startup acquisitions to strengthen the infrastructure behind its AI ambitions.

DELL surged 54% and HPE rocketed 59% in one month after blowout earnings showed Dell's AI-server revenue jumping 757% year over year. NVDA silicon and SMCI systems sit alongside Dell and HPE racks ...

Hewlett-Packard Enterprise delivered a blowout Q2, with shares soaring 26% after strong data center and AI-optimized server sales. HPE raised FY 2026 guidance, now projecting 29–33% top-line growth ...

In a nutshell: Apple is preparing to shift more of its AI operations in-house, with plans to begin mass production of its first AI server chips in the second half of 2026. The company's silicon ...