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Intel and Sandisk have posted massive stock gains driven by artificial intelligence hardware demand, but contrasting P/E ratios highlight different risks across the semiconductor sector.
Y Combinator's newest batch showed a heavy shift toward deep tech and physical computing, featuring floating nuclear data centers, low-cost humanoid robotics, and hardcoded AI silicon.
Google and Fervo Energy have expanded their clean power partnership with a landmark 396-megawatt deal to supply geothermal energy to data centers from a Utah development by 2028.
The federal Environmental Protection Agency is moving to scrap rules that require states to inform the public and gather feedback before issuing air-pollution permits for industrial data centers and power plants.
At Goldman Sachs' Communacopia conference, executives from CoreWeave, Visa, Comcast, and Charter detailed growing challenges around AI adoption and broadband disruption.
Growing opposition to AI data center developments nationwide is limiting new construction, delivering pricing power and valuation gains to established real estate investment trusts.
Samsung Electronics and TSMC have committed to adopting ASML's $400 million high NA EUV lithography machines while joining Intel in an industry-wide transition to 12-inch photomasks.
Meta has released a consumer-facing personal AI agent app codenamed Hatch, featuring free and paid subscription tiers up to $100 per month, amid ongoing scrutiny over privacy and safety.
Dell has quietly increased prices across its entry-level XPS 13 lineup by $100 while introducing a new base configuration with half the original storage capacity, following industry-wide memory shortages.
Ark Invest's Big Ideas 2026 report predicts $1.5 trillion in annual data center spending by 2030, even as analysis shows its flagship fund has delivered a net 12% annualized return since launch.
GoPro is pivoting beyond action cameras through a definitive merger agreement with photonics developer Starman Optical, targeting AI data center infrastructure and defense markets.
A network of political action committees is spending millions to elect pro-AI candidates in key battleground states, as public opposition to local data center construction mounts ahead of the midterm elections.
Pennsylvania Gov. Josh Shapiro voiced sharp criticism of AI data center developers, advocating for strict community consent and self-funded power generation under a recent executive order.
President Donald Trump is aggressively defending the expansion of AI data centers across the United States, calling the facilities an economic imperative while the federal government moves to streamline environmental permitting for tech companies.
President Donald Trump issued a strong warning to municipalities resisting new artificial intelligence data centers on Monday, arguing that local opposition threatens domestic economic growth and plays into the hands of foreign competitors like China.
Across the United States, communities are uniting in opposition to the development of new AI data centers, transcending traditional political divides.
The temporary generators will remain while a permanent 1.2-gigawatt gas plant is built for the Colossus data centers.
The San Francisco startup is building real-time fluid sensors for computing systems that increasingly depend on liquid rather than air to control heat.
The chip company is rebuilding and scaling its cloud business after a major licensing and talent agreement with Nvidia.
The semiconductor startup reached a $2 billion valuation and $500 million in total funding as it develops alternatives for connecting AI data centers.
The San Jose chip startup is betting that a shorter, vertical path for electricity can remove a growing bottleneck inside high-performance AI systems.
The Dublin, California semiconductor company plans to commercialize a component that moves power vertically toward high-performance processors.
The Palo Alto AI infrastructure company will use the capital to expand its SN50 chip and SambaCloud platform as demand grows for alternatives in inference computing.
The 102.4-terabit chip is designed to move data across increasingly dense computing clusters.
