Elon Musk's DOGE has a new cost-cutting target: the U.S. penny The 25 Greatest Guitarists Who Defined the Sound of Rock US Genius Idea to Move World Largest Ships Across the Panama Canal Christopher ...
Barclays analysts predict Marvell Technology and Nvidia to lead AI semiconductor firms in 2025, with high demand opening ...
AI is rapidly advancing, with significant strides being made toward achieving more powerful and capable systems.
Databricks said on Wednesday Meta Platforms had joined as an investor in a $10 billion funding round intended to fuel the ...
According to Synergy Research Group, data center M&A activity set a new record in 2024, with deals totaling $57 billion, ...
Barclays highlights Broadcom (NASDAQ:AVGO), Credo Technology (NASDAQ:CRDO), and Lumentum Holdings (NASDAQ:LITE) as additional AI beneficiaries. The firm upgraded Lumentum to Overweight from ...
Nvidia's AI dominance remains strong, but Barclays warns the semiconductor race is shifting--Marvell, Broadcom, and Lumentum ...
Future Energy Demand in the US: AI could drive US data-centre use to triple by 2030, from 150-175 terawatt hours (TWh) in ...
We think the AI TAM is big enough to support both through 2026." Barclays gave Lumentum a double upgrade to Overweight from Underweight and a $125 price target. "We had our doubts that LITE could ...
It expresses the views and opinions of the author. Focused on the US, as the market leader for the technology, Barclays Research finds that AI growth could lead data-centre usage to triple by 2030.
Barclays Research today released a new Impact Series report, entitled “AI revolution: Meeting massive AI infrastructure demands.” Focused on the US, as the market leader for the technology ...
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