Bank of America's Vivek Arya sees a 30% surge in chip sales and a $900 billion accelerator market just over the horizon.

The failed Oracle-Blue Own data center deal likely pricked the credit-driven AI infrastructure bubble, and thus the AI bubble ...

From climate change and regulation to supply chain scandals and tariffs, chaos reigned in sustainable fashion this year. But ...

Editor's take: Normal people are now shelling out hundreds of dollars for modest RAM upgrades, while the companies powering the AI boom are looking forward to even more market hysteria. And despite ...

MUMBAI, Dec 5 (Reuters) - A potential artificial intelligence bubble will deflate faster than past tech cycles but give way to an even stronger rebound as corporate adoption catches up with ...

BENGALURU, Dec 3 (Reuters) - Sify Infinit Spaces, set to become India's first listed data center operator, sees AI driving demand for computing power but is tempering future investments to avoid ...

Power demand from US data centers is set to surge to 106 gigawatts by 2035, according to BloombergNEF, a 36% increase from the research provider’s previous outlook in April. The upward revision in ...

As everyone from OpenAI co-founder Sam Altman to armchair economists debate whether we’re in an AI bubble, Databricks’ latest fundraising effort suggests at least some investors are still willing to ...

Ray Dalio spied the dotcom bubble early. “We’re approaching a blow-off phase of the US stockmarket,” said the founder of Bridgewater, one of the world’s biggest hedge funds. Peter Lynch, the ...

Chipmaker Nvidia posted yet another blockbuster earnings report this month. The stock fell anyway, as many investors worry that the market is in the middle of an about-to-burst AI bubble. But for AI’s ...