#ai-demand

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Tech industry
fromInfoWorld
5 days ago

Public cloud providers get into the chip market

Cloud providers are innovating by developing custom silicon to address GPU shortages and increasing demand.
This shift will reshape the CPU and GPU markets significantly.
#tech-stocks
Startup companies
from24/7 Wall St.
2 months ago

Live Nasdaq Composite: Stocks Lack Conviction, NVDA, AAPL and AVGO Rise

Stocks are moving cautiously after mixed jobs data, while major tech firms continue to demonstrate resilience and forward-looking strategies.
from24/7 Wall St.
2 months ago
Miscellaneous

AMD (AMD) Did a Good Job Catching Up to Nvidia (NVDA) but Data Center Revenue Spells Disaster for the Stock

AMD's disappointing data center revenue prompts concerns about AI demand and future growth in the tech sector.
from24/7 Wall St.
5 days ago
Gadgets

Live Vanguard IT ETF (VGT): Tech Stocks Power Impressive Market Performance on AI Prowess

Tech stocks are driving a strong market rally, particularly the Nasdaq Composite and S&P 500.
Strong earnings from Microsoft and Meta highlight resilience amid economic uncertainty.
Startup companies
from24/7 Wall St.
2 months ago

Live Nasdaq Composite: Stocks Lack Conviction, NVDA, AAPL and AVGO Rise

Stocks are moving cautiously after mixed jobs data, while major tech firms continue to demonstrate resilience and forward-looking strategies.
from24/7 Wall St.
2 months ago
Miscellaneous

AMD (AMD) Did a Good Job Catching Up to Nvidia (NVDA) but Data Center Revenue Spells Disaster for the Stock

AMD's disappointing data center revenue prompts concerns about AI demand and future growth in the tech sector.
from24/7 Wall St.
5 days ago
Gadgets

Live Vanguard IT ETF (VGT): Tech Stocks Power Impressive Market Performance on AI Prowess

Tech stocks are driving a strong market rally, particularly the Nasdaq Composite and S&P 500.
Strong earnings from Microsoft and Meta highlight resilience amid economic uncertainty.
more#tech-stocks
Gadgets
fromTheregister
6 days ago

Samsung execs fear impact of US tariffs

Samsung's Q1 results exceeded expectations, driven by preemptive buying before impending US tariffs.
#data-centers
Artificial intelligence
fromBusiness Insider
2 months ago

Amazon CEO says cloud business would have grown faster if it had more AI chips, power, and server components

AWS growth is hindered by data center capacity constraints emphasizing AI chip shortages and energy issues.
Amazon is committing $105 billion in capital expenditures to meet increasing AI demand.
fromTheregister
3 weeks ago
NYC startup

Hyperscale sustainability is looking like a Hail Mary

Big Tech's increasing data center emissions threaten sustainability pledges amid rising AI demand and power consumption.
Artificial intelligence
fromBusiness Insider
2 months ago

Amazon CEO says cloud business would have grown faster if it had more AI chips, power, and server components

AWS growth is hindered by data center capacity constraints emphasizing AI chip shortages and energy issues.
Amazon is committing $105 billion in capital expenditures to meet increasing AI demand.
fromTheregister
3 weeks ago
NYC startup

Hyperscale sustainability is looking like a Hail Mary

Big Tech's increasing data center emissions threaten sustainability pledges amid rising AI demand and power consumption.
more#data-centers
#chip-manufacturing
fromFortune
6 months ago
Artificial intelligence

Nvidia supplier leads chip rally despite geopolitical fears

TSMC's strong earnings driven by AI demand signal a positive outlook for the semiconductor industry despite geopolitical concerns.
fromComputerworld
5 months ago
Miscellaneous

Intel's CHIPS Act grant reduced as production delays and losses mount

Intel delays its Ohio chip project until the end of the decade, affecting confidence in meeting demand in the evolving tech landscape.
fromFortune
6 months ago
Artificial intelligence

Nvidia supplier leads chip rally despite geopolitical fears

TSMC's strong earnings driven by AI demand signal a positive outlook for the semiconductor industry despite geopolitical concerns.
fromComputerworld
5 months ago
Miscellaneous

Intel's CHIPS Act grant reduced as production delays and losses mount

Intel delays its Ohio chip project until the end of the decade, affecting confidence in meeting demand in the evolving tech landscape.
more#chip-manufacturing
Apple
from24/7 Wall St.
6 months ago

Nvidia Surges to Pass Apple in Market Cap

Nvidia's market cap is surging, driven by AI demand, while Apple struggles with stagnant sales and disappointing product launches.
from24/7 Wall St.
6 months ago
Business

2 Semiconductor Stocks That Could Pop on Earnings This Week

Earnings reports for semiconductor stocks this week may significantly influence market trends and AI demand going forward. Investors should prepare for potential volatility.
Artificial intelligence
fromTechRepublic
7 months ago

AI Surge Could Trigger Global Chip Shortage by 2026

A new global chip shortage could arise due to surging demand for AI products outpacing supply capabilities.
AI-related services might drive demand for substantial investment in data centre capacity.
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