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At the Hot Chips conference, leading chip companies prioritized maximizing computing performance within fixed power constraints, with Barclays analyst Tom O'Malley highlighting 'tokens per watt' as a critical metric. AMD

Samsung has locked up roughly 70% of its memory production capacity through 2031 under long-term agreements with major AI customers including Microsoft, Nvidia, and Google, signaling that the high-bandwidth memory (HBM)

The Trump administration launched 'Project Watershed 250' on Monday, a six-month pilot program deploying AI and cybersecurity tools to protect Texas water systems from cyberattacks. Led by the National Cyber Director, th

Artificial intelligence is reshaping the solar energy value chain as surging data center electricity demand drives renewable power needs. A BCC Research report identifies over 50 potential AI applications in energy and m

The Magnificent Seven stocks are underperforming the broader market in 2025, with the Roundhill Magnificent Seven ETF up only 5% year to date, trailing the S&P 500 and Nasdaq. Tesla is the primary drag, down over 20% yea

Adobe is seeing strong enterprise adoption of its AI-powered Customer Experience Orchestration (CXO) portfolio, including GenStudio, Adobe Experience Platform, and the new CX Enterprise system. In fiscal Q2 2026, GenStud

Since July 13, the S&P 500 has gained $1.75 trillion in market value, but nearly 80% of that came from the technology sector, with Microsoft and Nvidia alone adding $1.42 trillion. The other 71 tech stocks collectively l

Meta is testing robots from Watney Robotics, Kinova, and ABB at data centers in Iowa and Ohio to perform tasks like swapping cables and reseating hardware, potentially replacing up to 80% of some technicians' workloads.