Nestled in the high plains south of Cheyenne, a project of almost unimaginable scale is quietly taking shape, one that promises to do more than just process data; it aims to become a digital fortress for America's artificial intelligence ambitions. This monumental undertaking, known as "Project
The relentless pursuit of near-instantaneous data transfer has pushed network infrastructure to its theoretical limits, creating a demand for technologies that challenge the very physics of light transmission. In response to this need, VIAVI Solutions has introduced the industry's first all-in-one
The digital nervous system powering artificial intelligence is undergoing a seismic rewiring, and one semiconductor company is spending billions to control the new architecture. While attention often focuses on the AI processors themselves, Marvell Technology is executing a calculated and
In a market climate that typically rewards any significant investment related to artificial intelligence, electronics manufacturing giant Jabil’s stock experienced a perplexing downturn, falling approximately 7% after the company confirmed it had finalized its acquisition of Hanley Energy Group.
As the artificial intelligence revolution continues its relentless march forward, a fascinating and critical shift in market focus has become increasingly apparent, moving investor attention away from the celebrated creators of large language models and toward the often-overlooked companies
The dawn of the new trading year has cast a spotlight on a fascinating divergence within the data center sector, revealing a market that is increasingly discerning about how it invests in the artificial intelligence revolution. On the first day of trading, a clear line was drawn in the sand:
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