Antone Gonsalves

Intel's turnaround efforts got a promising boost from a deal to manufacture two semiconductors for AWS and a $3 billion government contract to expand chip production for the U.S. military.

Microsoft's latest moves to secure electricity and more data centers tackle two problems faced by major cloud providers: insufficient power and space to meet AI demands.

Intel ships the AI chips Xeon 6 and Gaudi 3 while analysts ponder how the company could change under its current financial turmoil.

Arista highlights its consolidation efforts within CloudVision, and HPE extends its Aruba Central platform to include third-party network devices.

The retail giant and the NFL team joined other organizations at the Enterprise Connect AI conference to discuss their learnings from deploying the technology.

Cisco Pods come in four configurations, varying by the number of CPUs and Nvidia GPUs.

The bipartisan CHIPS Act, passed during the Biden administration to bolster U.S. semiconductor manufacturing, will most likely remain intact under the Trump administration with some changes to its guidelines, experts said.

AMD is laying off employees to shift resources toward finding talent in a highly competitive market.

Microsoft's Azure Local is cloud-connected software for on-premises deployment of Azure services in hybrid-cloud and edge environments.

Nvidia CEO Jensen Huang addressed investor concerns about the Blackwell GPU overheating, stating the data center AI accelerator is in full production and sales will ramp up this quarter.