This portfolio features a mix of AI infrastructure, semiconductor leaders, fintech disruptors, and global tech giants. Each position reflects long-term conviction in structural growth trends shaping ...

Adding liquid cooling to your existing data center can be complicated, but when done successfully, it effectively meets the ...

Qualcomm CEO Cristiano Amon said that it would begin shipping data center chips to "a large hyperscaler" ahead of schedule, ...

The global Processing in-memory AI Chips market was valued at USD 231 Million in 2025 and is anticipated to reach USD 44335 Million by 2032, at a CAGR of 112.4% from 2026 to 2032.

Mosaic SoC has raised $3.8 million of funding as it continues to develop a new chip packing the power that smart glasses ...

Lightelligence CEO Yichen Shen predicts photonic processors could make up 30% of data center chips as AI workloads push conventional electronics to their limits. The claim builds on peer-reviewed ...

Industry Leaders lists, an expansion of the TIME100 Most Influential Companies issue that dives deeper into 20 sectors to ...

In its simplest form, silicon validation ensures that the silicon meets its power, performance, area (PPA), and reliability ...

Traditional simulations lack an understanding of clocking requirements and cannot handle the complete clock network of a ...

Google, Amazon, Microsoft and Meta reported more than $130 billion in quarterly capital expenditures on Wednesday as they ...

IVEP is about the non-tech side of the mega-AI trade. As AI data centers grow, they are consuming power at a rate that ...

Beijing just sent a message to every Chinese AI startup dreaming of a Western exit — and it could not be clearer.