We are confident that the growth in generative and agentic AI will create the need for more VMware, not less,” CEO Hock Tan ...

Broadcom’s Hock Tan on $100 billion chip revenue, XPUs, silicon, AI helping VMware sales, Nvidia LLMs competition, and Google ...

Lenovo unveiled a slew of data storage and virtualization infrastructure solutions aimed at AI and enterprise workloads. The new ThinkSystem and ThinkAgile offerings aim to take advantage of firms ...

A focus on the accelerators, networking, and other components needed to build infrastructures, plus the signing of huge deals like the new $11 billion sale to Anthropic on top of a massive and growing ...

Broadcom is positioned to benefit from the 2026 AI build-out, selling the constraints needed for compute to be fully utilized. Q4 results and Q1 guidance show demand is still accelerating, with ...

Nutanix also reported that AMD was set to make a “strategic investment” in purchasing $150 million in Nutanix stock and over ...

From chips and power to models and industrial deployment, global countries are positioned to capture unique value in different layers of the AI stack. Read more here.