Last week, Nvidia (NASDAQ:NVDA) and Meta Platforms (NASDAQ:META) expanded their partnership, with Meta committing to millions ...

First, let's talk about the chip shortage itself. AI (setting aside the confusion that term causes) is everywhere, with data centers going up daily to support it. The massive data centers required to ...

TLDR: RENDER processes record 1.5M frames monthly while token crashes 76% to $1.30 from May 2025 peak of $5.50 Network burned 1.04M tokens with 35% of all-time frames rendered in 2025 alone despite ...

The biggest data center companies in 2026 include server, storage, network, liquid cooling, colocation, AI, chips, hardware ...

Micron (MU) stock surged 44% YTD as AI memory shortage drives margins to 68%. Company investing $200B in factories as DRAM prices jump 170%.

AI is getting ever-better at generating video, and this potential is being reflected in the valuations of pure-play AI video generation companies.

Meta Platforms (NASDAQ:META | META Price Prediction) has struck a multiyear deal with Advanced Micro Devices (NASDAQ:AMD) to deploy up to 6 gigawatts of AMD GPUs and AI-optimized CPUs across its AI ...

Meta has agreed to deploy up to 6 gigawatts of AMD Instinct GPUs to build out its AI technology development and models.

Initial deployments are scheduled to begin in 2H 2026, employing custom MI450-class GPUs optimized specifically for Meta’s AI training and inference workloads.

AMD has secured Meta as a customer for its Helios rack-scale system, as Nvidia's Blackwell faces heightened competition.

On Tuesday, AMD and Meta, the parent company of Facebook, announced a multi-year, multi-generation partnership to scale ...

Meta is buying billions of dollars in AMD AI chips in a multiyear deal tied to a 160 million-share warrant, deepening its push to diversify beyond Nvidia and expand data center capacity.