AI data-center spending is exploding -- and these two winners still offer long-term upside.

Perhaps one of the most overlooked players in the artificial intelligence (AI) infrastructure buildout right now is Advanced Micro Devices (NASDAQ: AMD). And truthfully, the company is being ...

For nearly as long as modern computing has been around, so have the boxy, unassuming data centers that host servers and networking equipment. But the vast capacity needed for the artificial ...

The French AI start-up Mistral raised $830mn in its first debt deal to bankroll Nvidia-powered data centres across the continent, chasing “sovereign” alternatives to US cloud giants such as Microsoft, ...

While sometimes overlooked, AMD has a big AI opportunity in front of it. Its partnership with OpenAI should be a big growth driver, while other opportunities are also emerging. The company has laid ...