The findings speak to one of the central questions hanging over the AI boom: Whether customer demand is large enough to ...

American consumers — and the Federal Reserve — are being hit with another high-cost headache ...

Quick ReadMorgan Stanley projects memory will grow from 12% to 40% of cloud infrastructure spending by 2030, making it AI's ...

Nvidia just pulled the curtain on a generative world foundation model built for robots, and most investors are completely ...

Wells Fargo analysts dug deeper into the AI investment boom's effect on the economy. Learn how AI spending impacts inflation ...

China's smartphone makers are embracing agentic AI. Here's how ZTE's AI-first phone and rivals could challenge Apple in the ...

Technology companies are betting trillions of dollars that consumers will open their wallets for AI services. But what if Big Tech is wrong?

SK Hynix just landed on Nasdaq carrying the biggest slice of the high-bandwidth memory market, but arriving at a moment when ...

Wall Street's biggest banks just posted a record first half, turbocharged by stock trading, dealmaking, and financing tied to the AI boom.

A fundamental shift is underway in the power sector: the companies that consume the most electricity are starting to dictate how it gets built. Driven by artificial intelligence, data center demand is ...