Bitcoin miners with AI and high-performance computing contracts are trading at higher valuations than pure-play operators, as declining bitcoin prices and compressed hashprice margins squeeze revenue …
The US government is facilitating $26 billion in African data center deals through public-private partnerships, including a $1 billion Microsoft and G42 geothermal-powered AI data center in Kenya and …
Silicon Motion Technology reported Q2 2026 revenue of $451 million, a 127% year-over-year increase, beating consensus estimates by nearly 12%, and raised Q3 guidance to $519-$541 million. The company'…
Sandisk stock surged 34% in June 2026, driven by AI data-center demand for NAND flash memory, with shares climbing from $1,695 to over $2,090. The rally was fueled by strong Q2 revenue of $3.03 billio…
Micron Technology and SanDisk stocks have surged over 200% as AI-driven demand for high bandwidth memory and NAND flash creates a global shortage, with Micron up 550% to a $600B market cap and SanDisk…