The stock's recent run has closed the discount window. However, Broadcom's XPU deals could still justify buying shares near ...
AMD has released a portfolio of data center GPUs for AI workloads, but it's going in a slightly different direction with its ...
Wells Fargo just delivered one of the most dramatic large-cap semiconductor revisions of the year, raising its price target ...
Broadcom has released VMware Cloud Foundation 9.1. The update brings efficiency, Kubernetes scaling, and lateral security.
Meta posted strong +33% YoY revenue growth from AI-driven ads and engagement, but shares dropped on weak Q2 guidance, higher ...
VergeIO, the Private Cloud Operating System company, today announced general availability of Kubernetes support in VergeOS. The release adds a CSI storage driver, Cloud Controller Manager, Cluster ...
Anthropic, the AI company behind the Claude chatbot, has hit a $30 billion annualized revenue run rate, according to ...
Anthropic has struck a major compute agreement with SpaceX that will give its Claude artificial intelligence platform access to more than 300 megawatts of capacity and over 220,000 Nvidia graphics ...
SpaceX's Colossus 1 facility is now part of Anthropic's growing AI muscle. For everyday Claude users, that translates to ...
Anthropic PBC today announced that it will use SpaceX Corp.’s Colossus 1 supercomputer to power its Claude chatbot. The ...
Anthropic is partnering with SpaceX to ease capacity constraints that have stranded Claude customers, a gesture that may ...