Super Micro Computer sank in December, along with other skittishness in the AI datacenter market. The company has strong guidance for growth in 2026, but is facing risks of a downturn in AI spending.

Nvidia is growing quickly, but is posting record profit margins that could reverse if AI infrastructure supply matches demand. The stock trades at a high P/E ratio. Nvidia stock is not guaranteed to ...

Nvidia’s Q4 2025 earnings showed massive revenue growth, mostly from its data center business, showing how important AI chips ...

There's only so much RAM to go around, and with data centers seen as the priority, smartphone and laptop makers may have to raise prices to compete.

Data center chip market was valued at $11.7 billion in 2022, and is estimated to reach $45.3 billion by 2032, growing at a CAGR of 14.6% WILMINGTON, DE, UNITED STATES ...

Chip-import dependence is a national-security threat. A 'chip-for-chip' tariff could be a $230 billion revenue windfall and spur U.S. semiconductor production. Nvidia CEO Jensen Huang (right) and U.S.

A ‘chip-for-chip’ policy would guarantee a domestic market for American-made semiconductors. The United States just made a national-security decision that’s hard to square with decades of previous ...