Penguin Solutions (NASDAQ:PENG) held its third-quarter earnings conference call on Tuesday. Below is the complete transcript ...

AI-driven demand has transformed memory chips into one of the market's strongest investment themes. This story explains why ...

No news for DRMP in the past two years. The total number of shares of a security that have been sold short and not yet repurchased. Change from Last Percentage change in short interest from the ...

Meta has provided a rare glimpse into the company's storage infrastructure, claiming the system underpinning its AI ...

Chief Executive Alex Karp’s recent broadside against the frontier model vendors put a knife to the throat of the central ...

Data center stocks are getting more attention as the AI buildout moves beyond the chip trade and into the wider ...

OpenAI inference cost reduction cut ChatGPT guest traffic from tens of thousands of Nvidia GPUs to just a couple hundred, using software optimization alone. Engineers achieved more than 50% savings ...

Anthropic and Micron Technology have announced a new strategic agreement which will see the latter use Claude AI models to ...

Micron's current profitability and ROE are at historic highs, driven by extraordinary commodity-cycle margins amid a memory shortage. See why MU stock is a hold.

Cutting corners: Faced with rising memory costs, Meta says it is reusing old DDR4 RAM in its servers rather than buying new hardware. The company revealed this week that it is repurposing DDR4 memory ...

Data centers have become the foundation of modern digital infrastructure, but one of their most critical security layers ...

The AI memory shortage that began squeezing hyperscaler supply chains in 2025 has now entered its second calendar year, with Micron Technology guiding fiscal Q4 2026 revenue to roughly $50 billion and ...