AI infrastructure demand keeps KLA (KLAC) and semiconductor sector on top for 2026

KLA Corporation (NASDAQ:KLAC) is one of the best performing S&P 500 stocks in 2025. On December 16, Bank of America raised ...
Forbes

Dell Raises FY26 Outlook As AI Infrastructure Demand Surges

Dell posts a strong quarter backed by accelerated AI demand and has revised its outlook for the rest of the year. (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images) Dell ...
Hosted on MSN

Nvidia CEO Jensen Huang seeks more chip supply from TSMC as AI demand surges

Nvidia Corp. Chief Executive Officer Jensen Huang said on Saturday that he has asked Taiwan Semiconductor Manufacturing Co. (TSMC) for additional chip supplies as demand for artificial intelligence ...
Forbes

Why OpenAI’s AI Data Center Buildout Faces A 2026 Reality Check

A company with $20 billion in annual revenue can’t commit $1.4 trillion to capital infrastructure. It’s simple math: by the end of 2026, market pressure is likely to push OpenAI toward scaling back ...
Harvard Business Review

How Data Centers Can Support Energy Resiliency While Managing AI Demand

As the rapid rise of artificial intelligence transforms industries, it’s straining the energy-hungry data centers that power it. These facilities, essential to running complex AI models and digital ...