What AMD and Intel’s results reveal about who AI is leaving behind
AMD’s data center revenue nearly doubled in the third quarter while Intel warned of a deepening...
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AI
Why Marvell is paying $115 billion for a laser maker
Marvell Technology will acquire Lumentum in a $115 billion all-stock deal. The bigger story for manufacturers...
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Caterpillar’s Q3 results show data centers reshaping heavy industry
Caterpillar’s third-quarter sales rose 17% to $20.7 billion, led by a 30% jump in power generation...
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NVIDIA backs major manufacturing expansion to fuel AI growth
NVIDIA is backing major manufacturing expansions across its global supply chain, including a $1.1 billion US...
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Why SpaceX is moving into gas turbine manufacturing
SpaceX is preparing to manufacture gas turbine blades and vanes in Texas as AI growth puts...
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