Intel gets a boost from AI-enabled PCs as its foundries flounder

The storied chipmaker cut management layers by half and plans to reduce its overall workforce by 15% amid a broader austerity push.

By Matt Ashare • July 28, 2025

Google Cloud jacks up CapEx to build more cloud

The hyperscaler boosted its AI infrastructure investment plan for the year by 13% to $85 billion, executives said during a Wednesday earnings call.

By Matt Ashare • July 24, 2025

OpenAI, Oracle launch Stargate data center capacity expansion

The 4.5 gigawatt commitment will create more than 100,000 construction and operations roles in the U.S., according to a Tuesday announcement.

By Lindsey Wilkinson • July 22, 2025

Google Cloud pours more than $25B into domestic AI infrastructure

The investment will expand the hyperscaler’s data center footprint across the largest U.S. power grid in the next two years.

By Matt Ashare • July 15, 2025

Global IT spend keeps growing despite trade war concerns

Gartner expects AI infrastructure buildouts will drive a nearly 8% spike in technology investments this year, the analyst firm said Tuesday.

By Matt Ashare • July 15, 2025

US PC shipments fall flat in Q2 amid tariff worries

After a spike in Q1 shipments, tariff concerns crimped market growth for the top computer makers, according to an IDC report.

By Roberto Torres • July 9, 2025

Server sales surged in Q1, driven by GPU demand

The market more than doubled during the first three months of the year, marking the highest quarterly growth rate in 28 years.

By Matt Ashare • July 1, 2025

Hyperscaler buildouts eclipse enterprise data center expansions

Only a little more than one-third of compute capacity remains on premises despite a recent boost from GPU installs, Synergy Research Group found.

By Matt Ashare • June 26, 2025

Data center vacancy rates hit record low

As AI adoption ramped up, colocation facility rental rates rose precipitously during the first three months of the year, according to CBRE research.

By Matt Ashare • June 26, 2025

Data center spending soared amid rising GPU demand in Q1

AI infrastructure buildouts drove a 53% increase in capital expenditures, despite some project cancellations and tariff concerns, Dell’Oro Group said.

By Matt Ashare • June 20, 2025

Texas Instruments commits $60B to domestic chip manufacturing

New plants in Texas and Utah will produce foundational semiconductors for Apple, Ford and Nvidia, the nearly 100-year-old tech company said Wednesday.

By Matt Ashare • June 18, 2025

Oracle waves off cloud customers as its data center investments balloon

“We are putting out as much capacity as we possibly can,” CEO Safra Catz said during a Wednesday earnings call.

By Matt Ashare • June 12, 2025

Cisco fortifies enterprise networking gear to support AI workloads

The company is aiming to help enterprises bolster security and resilience as they power up compute-intensive AI workloads.

By Matt Ashare • June 11, 2025

HPE gains enterprise traction with private cloud, AI-powered servers

One-third of the company’s AI orders were driven by enterprise-based GPU server purchases, executives said Tuesday.

By Matt Ashare • June 4, 2025

Nvidia’s next AI move? Bringing GPUs into the enterprise

“We're going to see AI go into enterprise, which is on-prem, because so much of the data is still on-prem,” CEO Jensen Huang said during a Wednesday earnings call.

By Matt Ashare • May 29, 2025

Nvidia activates AI PC partners, rolls out GPU cloud

“We have to reinvent computing and bring AI into traditional enterprise computing,” Nvidia CEO Jensen Huang said Monday at the Computex conference.

By Matt Ashare • May 19, 2025

The limitations of AI in chip manufacturing

Leaders from Intel, EMD and GlobalFoundries discussed the challenges they see as the semiconductor industry adapts artificial intelligence to get results faster.

By Nathan Owens • May 13, 2025

‘We’re not dabbling here’: AWS backs infrastructure investments as revenues soar

The largest hyperscaler poured billions into cloud capacity during Q1 to meet rising AI demand, CEO Andy Jassy said.

By Matt Ashare • May 2, 2025

Microsoft races to keep up with surging cloud demand

“We are working hard across all of the teams — hardware, software, even the build teams — to get things in place as quickly as possible,” CFO Amy Hood said Wednesday.

By Matt Ashare • May 1, 2025

IBM pledges $150B toward US-based manufacturing, research

The investment plans include $30 billion for domestic mainframe and quantum computing development, the company said Monday.

By Matt Ashare • April 28, 2025

Intel forecasts Q2 revenue dip, trims headcount under new CEO

The company expects revenue to drop by as much as 12% due in part to “very fluid trade policies” in the U.S., CFO David Zinsner said Thursday.

By Roberto Torres • April 25, 2025

IBM touts software segment gains as infrastructure revenue falls

Despite tariff-driven economic uncertainty, the company has not seen a major shift in IT buying behavior, IBM CEO Arvind Krishna said Wednesday.

By Matt Ashare • April 24, 2025

Why CIOs should prioritize IT modernization

Technology leaders must find ways to maximize productivity gains while minimizing disruption as they choose the most pressing upgrades.

By David White • April 17, 2025

US launches probe into semiconductor imports

The federal investigation comes ahead of anticipated tariffs on the industry.

By Philip Neuffer • April 15, 2025

Nvidia vows to invest up to $500B in US chip manufacturing

“The engines of the world’s AI infrastructure are being built in the United States for the first time,” company founder and CEO Jensen Huang said Monday.

By Matt Ashare • April 15, 2025