Arista Networks (ANET), Fabrinet (FN), and Ciena (CIEN) stand out as bullish names heading into earnings, as investors are prioritizing AI data center components that are in short supply, such as ...

Nearly half of the data centres expected to come online in the United States by 2026 are likely to face delays or cancellations. This may come as a shortage of key electrical infrastructure begins to ...

Microsoft unveiled .NET Aspire at the Build 2024 developer conference, describing it as an opinionated, cloud-ready stack for building observable, production ready, distributed, cloud-native ...

Eric Rimkeit, director of marketing with Supplyframe, discusses the impact that the wave of new data centers, in support of advances in artificial intelligence, is having on makers of high-tech ...

Luxshare, a key Apple supplier based in China, has reportedly suffered a major data breach. If legitimate, the cyberattack could include sensitive and confidential information about products from ...

Chip manufacturers are warning of a shortage in DRAM, NAND and probably HBM memory chips because demand from cloud providers is outstripping supply. The problem is compounded by the Trump ...

OpenAI has struck a new partnership with Foxconn, the world's largest contract electronics manufacturer. Foxconn and OpenAI will co-design and build critical artificial intelligence data center ...

Murata president Norio Nakajima revealed on October 31, 2025, during an online earnings briefing that the company will supply power modules, batteries, multilayer ceramic capacitors (MLCCs), and ...

The database_observability components which are dependancies of the Grafana Cloud: Database Observability product are currently marked as experimental. Having been stabilising over the last few months ...

Monday - Friday, 6:00 - 7:00 PM ET After years of heightened vacancies, Prologis CEO Hamid Moghadam told CNBC's Jim Cramer that demand for warehouse and e-commerce facilities is picking up. Data ...