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Few forces have reshaped the S&P 500 in recent years as decisively as the race to build artificial-intelligence infrastructure, and the companies selling the chips sit at its centre. NVIDIA Corporation (NASDAQ:NVDA), Advanced Micro Devices, Inc. (NASDAQ:AMD) and Broadcom Inc. (NASDAQ:AVGO) have between them …
Electrification and artificial intelligence are, at heart, problems of moving and managing electricity, and that is where a distinct cluster of S&P 500 chipmakers earns its keep. NXP Semiconductors N.V. (NASDAQ:NXPI), onsemi (NASDAQ:ON) and Monolithic Power Systems, Inc. (NASDAQ:MPWR) rarely feature in headlines about …
The direction of the S&P 500 increasingly hinges on a single question: will enterprises pay for artificial intelligence at scale, and can their suppliers turn that spending into durable revenue rather than one-off experiments? Oracle Corporation (NYSE:ORCL), InternationalBusinessMachines Corporation (NYSE:IBM) and Accenture plc (NYSE:ACN) …
Cybersecurity has earned a permanent place on the S&P 500 radar for a simple reason: it is one of the few technology budget lines that is close to non-discretionary. Boards cut travel and defer hardware refreshes before they cut security, and artificial intelligence has …
As workloads migrate to the cloud and artificial-intelligence applications scale, the unglamorous plumbing that keeps software fast, observable and secure has become a genuine growth theme within the S&P 500. Cloud performance is not one market but several, monitoring what applications are doing, delivering …
Building an AI system requires more than advanced chips; it requires the servers that house them, the power and cooling to keep them running, and a supplier able to deliver at scale. That is the AI server race, and it links the S&P 500 …
Digital trust, the confidence that an identity is genuine, a web address resolves to the right place and a small business's online presence is safe, has become an economic asset in its own right. As fraud, AI-generated impersonation and cyber-attacks proliferate, the S&P 500 …
Technology spending is one of the most closely watched swing factors in the S&P 500, because it sits at the crossroads of corporate confidence, the artificial-intelligence build-out and consumer appetite for gadgets. Yet tech spending is not a single number. HP Inc (NASDAQ:HPQ), CDW …
The artificial-intelligence build-out is often measured in graphics processors, but it ultimately rests on more prosaic hardware: server processors, the drives that store oceans ofTrainingdata, and the systems that feed it to hungry chips. That makes Intel Corporation (NASDAQ:INTC), Seagate Technology Holdings plc (NASDAQ:STX) …
The artificial-intelligence build-out is often told as a story about chip designers, but it also depends on the companies that physically assemble servers and racks and on the specialist suppliers that make the materials inside the chips. Jabil Inc. (NYSE:JBL), Flex Ltd. (NASDAQ:FLEX) and …
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