The basis of competition in AI has shifted from individual components to complete platforms, according to theCUBE Research. TensorWave Inc. has introduced ScalarLM, a fully open-source AI platform for…
AI infrastructure demand is moving so fast that hardware makers must constantly rewrite supply chain plans, according to Vik Malyala, chief business officer of Super Micro Computer Inc. Malyala told t…
Super Micro Computer Inc. shares surged more than 19% in extended trading after the AI server maker reported a $60 billion order backlog and forecast gross margins of 15% to 17% for its fiscal fourth …
Super Micro Computer Inc. shares surged 15% on Tuesday after the company disclosed a new order and provided margin details, following its announcement that it is supplying servers for SpaceX's AI infr…
Global AI infrastructure buildout is driving a surge in capital spending, with semiconductor sales reaching $791.7 billion in 2025 and on track to near $1 trillion in 2026, according to a GlobeNewswir…
Super Micro Computer Inc. shares rose on June 11 after the company secured $7 billion in financing to accelerate fulfillment of artificial intelligence orders. The funding shift signals strong demand …