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Amazon and supplier Wiwynn are expanding server manufacturing operations in Socorro, Texas, backed by a $1.6 billion investment. The expansion will create nearly 1,000 jobs by 2027, bolstering domest…
Surging AI data center power demand is driving massive infrastructure investments, with hyperscalers Amazon and Meta securing long-term power purchase agreements, while Nvidia joins major digital inf…
Amazon considers a $10 billion investment in OpenAI to promote its Trainium chips, potentially reducing Nvidia's chip sales while benefiting Amazon's AI hardware ambitions and boosting Marvell's cust…
Ciena is increasing spending to expand network capacity amid durable AI demand, benefiting tech giants like Microsoft and Amazon to support AI infrastructure growth.
JPMorgan forecasts continued S&P 500 gains driven by AI adoption and lower rates, highlighting AMZN, NVDA, and GOOGL as key beneficiaries of AI and data center growth in 2026.
NVIDIA sees strong but slowing AI-driven revenue growth amid stretched valuations, while quantum computing gains attention as the next disruptive tech frontier with IonQ and Rigetti leading advanceme…
Amazon's Q3 2025 earnings beat expectations with 36.4% EPS growth and strong revenue across AWS, retail, and advertising, driven by AI investments and expanded partnerships. Solid guidance projects c…