Capital expenditure (capex) on data centers is expected to continue to grow to record highs, thanks to a huge investment in AI infrastructure. Analyst firm Dell’Oro Group forecasts a compound annual ...
Nvidia’s $5 billion deal solves four problems for Intel, but it doesn’t address the company’s biggest issue: manufacturing technology.
Ashkenazi noted, “At current spot rates, we could see a tailwind to our revenue in Q3. However, volatility in exchange rates could affect the impact of FX on Q3 revenue.” Regarding CapEx, Ashkenazi ...
REDWOOD CITY, Calif., Aug. 6, 2025 /PRNewswire/ -- According to a recently published report from Dell'Oro Group, the trusted source for market information about the telecommunications, networks, and ...
Taiwan Semi beat Q2 expectations and raised 2025 revenue growth outlook to ~30% but flagged macro and FX risks ahead. It sees strong AI-driven demand, fast-tracks Arizona expansion, and expects Q3 ...
CoreWeave CEO Michael Intrator reinforced the company's plans to spend on growth to feed demand for its infrastructure following its first earnings report since its market debut in March. The renter ...
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