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#sifive
Venture
fromTechCrunch
3 hours ago

Nvidia-backed SiFive hits $3.65 billion valuation for open AI chips | TechCrunch

SiFive raised $400 million, valuing the company at $3.65 billion, focusing on RISC-V open chip designs for AI data centers.
Venture
fromTNW | Investors-Funding
1 day ago

SiFive raises $400m Series G at $3.65bn valuation in final round before IPO

SiFive raised $400 million in Series G funding, valuing the company at $3.65 billion, ahead of its IPO.
Venture
fromTechCrunch
3 hours ago

Nvidia-backed SiFive hits $3.65 billion valuation for open AI chips | TechCrunch

SiFive raised $400 million, valuing the company at $3.65 billion, focusing on RISC-V open chip designs for AI data centers.
Venture
fromTNW | Investors-Funding
1 day ago

SiFive raises $400m Series G at $3.65bn valuation in final round before IPO

SiFive raised $400 million in Series G funding, valuing the company at $3.65 billion, ahead of its IPO.
more#sifive
Tech industry
fromTheregister
1 day ago

Google taps Intel for another round of custom network chips

Google continues collaboration with Intel for SmartNICs, opting for established technology over developing its own solutions like AWS's Nitro NICs.
Business
from24/7 Wall St.
22 hours ago

This Semiconductor Stock Is All You Need To Be Buying

Taiwan Semiconductor is a crucial stock for portfolios, outperforming competitors and holding significant market share in chip manufacturing.
#ai
Artificial intelligence
fromFortune
2 days ago

Even Nvidia's own research teams can't get enough GPUs | Fortune

Access to Nvidia GPUs remains a significant bottleneck for AI development, impacting companies and researchers alike.
Artificial intelligence
fromTechCrunch
4 days ago

Anthropic ups compute deal with Google and Broadcom amid skyrocketing demand | TechCrunch

Anthropic signed a new agreement with Google and Broadcom to expand compute capacity for its Claude AI models amid soaring demand.
Tech industry
from24/7 Wall St.
5 days ago

Forget Nvidia, These Are the 3 Best Stocks for Solving AI's Bandwidth Bottleneck

High-speed optical interconnects are crucial for AI data centers, surpassing traditional copper solutions in performance and market potential.
Artificial intelligence
fromTechzine Global
1 day ago

Anthropic considers developing own chip to reduce third party reliance

Anthropic is exploring the design of proprietary chips to address growing demand and infrastructure strain, but no final decisions have been made yet.
Artificial intelligence
fromFortune
2 days ago

Even Nvidia's own research teams can't get enough GPUs | Fortune

Access to Nvidia GPUs remains a significant bottleneck for AI development, impacting companies and researchers alike.
Artificial intelligence
fromTechCrunch
4 days ago

Anthropic ups compute deal with Google and Broadcom amid skyrocketing demand | TechCrunch

Anthropic signed a new agreement with Google and Broadcom to expand compute capacity for its Claude AI models amid soaring demand.
Tech industry
from24/7 Wall St.
5 days ago

Forget Nvidia, These Are the 3 Best Stocks for Solving AI's Bandwidth Bottleneck

High-speed optical interconnects are crucial for AI data centers, surpassing traditional copper solutions in performance and market potential.
more#ai
European startups
fromTechRepublic
23 hours ago

Alibaba Launches AI Data Center Powered by 10,000 Homegrown Chips

Alibaba is creating its own semiconductors to power new data centers in response to US export restrictions on AI chips.
Digital life
fromComputerworld
1 day ago

Google's new AI app is a glimpse of the future

Offline AI tools like Google's AI Edge Eloquent provide essential functionality for users with limited connectivity.
#semiconductors
Silicon Valley
fromTechCrunch
3 days ago

Intel signs on to Elon Musk's Terafab chips project | TechCrunch

Intel will collaborate with SpaceX and Tesla to build a semiconductor factory in Texas, enhancing AI and robotics capabilities.
World politics
fromSilicon Canals
2 weeks ago

Inside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel's subsidy race is creating three separate technological civilisations - Silicon Canals

Governments are investing heavily in semiconductor production, leading to the creation of three distinct technological ecosystems.
Silicon Valley
fromTechCrunch
3 days ago

Intel signs on to Elon Musk's Terafab chips project | TechCrunch

Intel will collaborate with SpaceX and Tesla to build a semiconductor factory in Texas, enhancing AI and robotics capabilities.
World politics
fromSilicon Canals
2 weeks ago

Inside the quiet restructuring of global semiconductor supply chains: how TSMC, Samsung, and Intel's subsidy race is creating three separate technological civilisations - Silicon Canals

Governments are investing heavily in semiconductor production, leading to the creation of three distinct technological ecosystems.
more#semiconductors
Wearables
fromThe Verge
1 day ago

Snap is sticking with Qualcomm for its next AR glasses

Snap's consumer AR glasses, powered by Qualcomm's Snapdragon XR chip, are set to launch this year after years of development.
#intel
Toronto startup
fromWIRED
2 days ago

5 Burning Questions About Elon Musk's Terafab Chip Partnership with Intel

Intel will collaborate with Elon Musk on the Terafab project, a significant chip development and fabrication operation.
Toronto startup
fromTechzine Global
3 days ago

Intel joins Musk's Terafab AI chip project

Intel collaborates with SpaceX and Tesla on Terafab, a chip project for AI and robotics, enhancing Musk's chip manufacturing ambitions.
Toronto startup
from24/7 Wall St.
3 days ago

Intel Rises 3% as SpaceX, Tesla, and xAI Tap Chip Giant for Ambitious TeraFab Project

Intel's stock rose 3% after partnering with SpaceX, Tesla, and xAI on the TeraFab semiconductor initiative.
Toronto startup
from24/7 Wall St.
4 days ago

Intel Lands Musk's $25 Billion Terafab: A Billion-Dollar Foundry Win in the Making?

Intel joins Elon Musk's Terafab project to enhance its foundry ambitions and produce advanced AI chips.
Toronto startup
fromWIRED
2 days ago

5 Burning Questions About Elon Musk's Terafab Chip Partnership with Intel

Intel will collaborate with Elon Musk on the Terafab project, a significant chip development and fabrication operation.
Toronto startup
fromTechzine Global
3 days ago

Intel joins Musk's Terafab AI chip project

Intel collaborates with SpaceX and Tesla on Terafab, a chip project for AI and robotics, enhancing Musk's chip manufacturing ambitions.
Toronto startup
from24/7 Wall St.
3 days ago

Intel Rises 3% as SpaceX, Tesla, and xAI Tap Chip Giant for Ambitious TeraFab Project

Intel's stock rose 3% after partnering with SpaceX, Tesla, and xAI on the TeraFab semiconductor initiative.
Toronto startup
from24/7 Wall St.
4 days ago

Intel Lands Musk's $25 Billion Terafab: A Billion-Dollar Foundry Win in the Making?

Intel joins Elon Musk's Terafab project to enhance its foundry ambitions and produce advanced AI chips.
more#intel
#broadcom
Tech industry
from24/7 Wall St.
3 days ago

Broadcom Surges 6% as AI Deals With Google and Anthropic Supercharge Revenue Visibility

Broadcom shares rose 6% after announcing long-term AI supply agreements with Google and Anthropic, despite broader tech sector declines.
Tech industry
from24/7 Wall St.
4 days ago

Broadcom's Long-Term Google TPU Deal Is Bigger Than It Looks for AI Infrastructure

Broadcom's long-term agreement with Alphabet for custom TPUs enhances revenue visibility and positions the company for significant growth in AI semiconductor revenue.
Tech industry
fromTheregister
4 days ago

Anthropic reveals $30bn run rate, plan to use new Google TPU

Broadcom will develop next-gen AI chips for Google and supply components for AI racks, with Anthropic set to consume 3.5GW of TPUs.
Software development
fromTechzine Global
1 day ago

Broadcom combines AI and automation in Automic V26

Broadcom's Automic Automation V26 integrates AI into business processes while emphasizing control and governance to mitigate risks associated with unpredictability.
Tech industry
from24/7 Wall St.
1 day ago

Broadcom vs. Qualcomm: Buy One, Avoid the Other

Broadcom's AI-driven growth contrasts with Qualcomm's slower transition from handset reliance amid market challenges.
Business
from24/7 Wall St.
3 days ago

Broadcom Cut to Neutral at Seaport: Has the AI Chip Party Finally Gone Too Far?

Broadcom's stock was downgraded to Neutral due to valuation concerns after a significant AI-driven rally.
Tech industry
from24/7 Wall St.
3 days ago

Broadcom Surges 6% as AI Deals With Google and Anthropic Supercharge Revenue Visibility

Broadcom shares rose 6% after announcing long-term AI supply agreements with Google and Anthropic, despite broader tech sector declines.
Tech industry
from24/7 Wall St.
4 days ago

Broadcom's Long-Term Google TPU Deal Is Bigger Than It Looks for AI Infrastructure

Broadcom's long-term agreement with Alphabet for custom TPUs enhances revenue visibility and positions the company for significant growth in AI semiconductor revenue.
Tech industry
fromTheregister
4 days ago

Anthropic reveals $30bn run rate, plan to use new Google TPU

Broadcom will develop next-gen AI chips for Google and supply components for AI racks, with Anthropic set to consume 3.5GW of TPUs.
more#broadcom
Productivity
fromSilicon Canals
1 day ago

We're not just busy. We're bragging about being busy. - Silicon Canals

Busyness is often mistaken for productivity and status, masking the reality of burnout and the true value of time.
DevOps
fromTechzine Global
2 days ago

Networks that brought us here won't carry us into AI future

Network infrastructure must evolve to support the demands of agentic AI, making a refresh a strategic necessity for organizations.
#apple
Apple
from24/7 Wall St.
2 days ago

Delays or Not, Apple's Next Innovations Will Be Worth the Wait for Investors

Apple's stock fluctuates due to potential delays in the launch of its first foldable iPhone, amid conflicting reports about its release schedule.
fromgizmodo.com
1 week ago
Gadgets

The Best Gadgets of March 2026

Apple launched the $600 MacBook Neo, which received positive reviews despite some tradeoffs in features and specifications.
Apple
from24/7 Wall St.
2 days ago

Delays or Not, Apple's Next Innovations Will Be Worth the Wait for Investors

Apple's stock fluctuates due to potential delays in the launch of its first foldable iPhone, amid conflicting reports about its release schedule.
Gadgets
fromgizmodo.com
1 week ago

The Best Gadgets of March 2026

Apple launched the $600 MacBook Neo, which received positive reviews despite some tradeoffs in features and specifications.
more#apple
Business intelligence
fromComputerWeekly.com
3 days ago

Cisco: Network readiness a determining factor for AI success | Computer Weekly

Two-thirds of industrial organizations have adopted AI in live operations, with infrastructure and security being crucial for successful transformation.
Information security
fromZDNET
3 days ago

Apple, Google, and Microsoft join Anthropic's Project Glasswing to defend world's most critical software

AI is being utilized to enhance cybersecurity by identifying hidden bugs and addressing shared infrastructure risks.
#ai-chips
Toronto startup
fromThe Verge
4 days ago

Intel will help build Elon Musk's Terafab AI chip factory

Intel partners with Musk's Terafab project to build AI chip facility in Austin, Texas, supporting SpaceX and Tesla's AI ambitions.
Tech industry
from24/7 Wall St.
23 hours ago

AMD Gains 4%, Broadcom Climbs 5%: The AI Chip Rally Has Two Very Different Winners Today

The AI chip market is diverse, benefiting different companies like AMD and Broadcom with distinct business models.
Toronto startup
fromThe Verge
4 days ago

Intel will help build Elon Musk's Terafab AI chip factory

Intel partners with Musk's Terafab project to build AI chip facility in Austin, Texas, supporting SpaceX and Tesla's AI ambitions.
Tech industry
from24/7 Wall St.
23 hours ago

AMD Gains 4%, Broadcom Climbs 5%: The AI Chip Rally Has Two Very Different Winners Today

The AI chip market is diverse, benefiting different companies like AMD and Broadcom with distinct business models.
more#ai-chips
Science
fromNature
1 week ago

Breakthrough computer chip tech could help meet 'monumental demand' driven by AI

A new light source enables the creation of 8 nm wide structures on silicon wafers, increasing transistor density for advanced computer chips.
#micron-technology
Business
from24/7 Wall St.
1 day ago

Think It's Too Late to Buy Micron? Here's the Case for Getting In Now

Micron Technology's stock has risen significantly, with strong fundamentals and growth potential, but risks must be carefully considered before investing.
Business
from24/7 Wall St.
2 days ago

Micron Rewarded Patient Investors Over the Past Decade With Huge Rewards

Micron Technology transformed from a cyclical memory chipmaker to a leading AI infrastructure provider, significantly increasing revenue and stock value.
Tech industry
from24/7 Wall St.
5 days ago

Micron Jumps 4%, SanDisk Gains 3% as AI Tailwinds Drive Memory Sector Higher

Micron and SanDisk stocks rise due to increased AI infrastructure spending driving demand for memory chips.
Business
from24/7 Wall St.
1 day ago

Think It's Too Late to Buy Micron? Here's the Case for Getting In Now

Micron Technology's stock has risen significantly, with strong fundamentals and growth potential, but risks must be carefully considered before investing.
Business
from24/7 Wall St.
2 days ago

Micron Rewarded Patient Investors Over the Past Decade With Huge Rewards

Micron Technology transformed from a cyclical memory chipmaker to a leading AI infrastructure provider, significantly increasing revenue and stock value.
Tech industry
from24/7 Wall St.
5 days ago

Micron Jumps 4%, SanDisk Gains 3% as AI Tailwinds Drive Memory Sector Higher

Micron and SanDisk stocks rise due to increased AI infrastructure spending driving demand for memory chips.
more#micron-technology
fromTechRepublic
22 hours ago

Samsung Eyes Vietnam for $4B Semiconductor Packaging Project

The ministry is coordinating with other ministries and agencies to finalise and submit to the Prime Minister the Memorandum of Understanding between the Government of Vietnam and Samsung Group regarding the group's semiconductor manufacturing project in Vietnam.
European startups
#apple-intelligence
Apple
fromTheregister
2 days ago

Security reserchers tricked Apple Intelligence into cursing

Apple Intelligence can be hijacked through prompt injection, exposing millions of users to risk, but a fix was implemented in iOS 26.4 and macOS 26.4.
Apple
fromSecurityWeek
2 days ago

Apple Intelligence AI Guardrails Bypassed in New Attack

Researchers have successfully bypassed Apple's AI safety protocols using adversarial techniques, allowing for the execution of arbitrary tasks and manipulation of private data.
Apple
fromTheregister
2 days ago

Security reserchers tricked Apple Intelligence into cursing

Apple Intelligence can be hijacked through prompt injection, exposing millions of users to risk, but a fix was implemented in iOS 26.4 and macOS 26.4.
Apple
fromSecurityWeek
2 days ago

Apple Intelligence AI Guardrails Bypassed in New Attack

Researchers have successfully bypassed Apple's AI safety protocols using adversarial techniques, allowing for the execution of arbitrary tasks and manipulation of private data.
more#apple-intelligence
Software development
fromInfoWorld
2 days ago

How agile practices ensure quality in GenAI-assisted development

Generative AI enhances coding speed but increases technical debt without Agile practices like pair programming and automated tests.
Tech industry
fromTechCrunch
1 day ago

Google and Intel deepen AI infrastructure partnership | TechCrunch

Google Cloud and Intel expand partnership to enhance AI infrastructure and develop processors, focusing on Xeon processors and custom IPUs.
Business
from24/7 Wall St.
1 day ago

Analyst's $1,250 Call Makes Sandisk the AI Boom's Pure-Play NAND Winner

NAND flash prices are rising, boosting Sandisk's stock to new highs and prompting analysts to raise price targets significantly.
#coreweave
Artificial intelligence
fromTNW | Anthropic
1 day ago

CoreWeave signs multi-year Anthropic deal as nine of ten top AI model providers join its platform

CoreWeave secured a multi-year deal with Anthropic for Nvidia GPU access, expanding its AI infrastructure capabilities significantly.
Tech industry
from24/7 Wall St.
22 hours ago

CoreWeave Rockets 12% on Anthropic Deal: Two Landmark Contracts in Two Days for the AI Cloud King

CoreWeave stock surged 12% after announcing a multiyear agreement with Anthropic for cloud computing capabilities for AI models.
Tech industry
from24/7 Wall St.
1 day ago

CoreWeave Advances 4% as Meta Commits $21 Billion Through 2032: The AI Cloud King Is Stacking Contracts

CoreWeave's stock rises due to a $21 billion AI cloud partnership expansion with Meta, boosting its revenue backlog significantly.
Artificial intelligence
fromTNW | Anthropic
1 day ago

CoreWeave signs multi-year Anthropic deal as nine of ten top AI model providers join its platform

CoreWeave secured a multi-year deal with Anthropic for Nvidia GPU access, expanding its AI infrastructure capabilities significantly.
Tech industry
from24/7 Wall St.
22 hours ago

CoreWeave Rockets 12% on Anthropic Deal: Two Landmark Contracts in Two Days for the AI Cloud King

CoreWeave stock surged 12% after announcing a multiyear agreement with Anthropic for cloud computing capabilities for AI models.
Tech industry
from24/7 Wall St.
1 day ago

CoreWeave Advances 4% as Meta Commits $21 Billion Through 2032: The AI Cloud King Is Stacking Contracts

CoreWeave's stock rises due to a $21 billion AI cloud partnership expansion with Meta, boosting its revenue backlog significantly.
more#coreweave
#ai-infrastructure
Tech industry
from24/7 Wall St.
2 days ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
fromTNW | Artificial-Intelligence
1 day ago
Tech industry

Google Cloud deepens AI infrastructure partnership with Intel across Xeon and custom chips

Google Cloud and Intel are enhancing their AI infrastructure partnership, focusing on CPU deployment and custom chip co-development.
Venture
from24/7 Wall St.
1 day ago

Nebius Picking Up Where Nvidia Left Off? Acquisition Rumor Sparks New Stock Surge

AI infrastructure deals are accelerating as costs rise, with Nebius Group potentially acquiring AI21 Labs to enhance its AI capabilities.
Tech industry
from24/7 Wall St.
2 days ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
Tech industry
from24/7 Wall St.
2 days ago

Bloomberg: Broadcom's Google deal proves AI infrastructure demand competing with Nvidia

The Broadcom-Google deal signifies a major shift in AI infrastructure competition, enhancing revenue visibility and growth potential for both companies.
Tech industry
fromTNW | Artificial-Intelligence
1 day ago

Google Cloud deepens AI infrastructure partnership with Intel across Xeon and custom chips

Google Cloud and Intel are enhancing their AI infrastructure partnership, focusing on CPU deployment and custom chip co-development.
more#ai-infrastructure
European startups
fromFast Company
2 days ago

The U.S. and Silicon Valley may be running out of time to deal with Taiwan

Taiwan is essential to global technology, producing 90% of advanced semiconductors, and its stability is threatened by China's military actions.
#elon-musk
Silicon Valley
fromTheregister
3 days ago

Intel trapped in Elon's reality distortion field

Elon Musk's Terafab aims to significantly increase semiconductor production, but skepticism surrounds its feasibility due to Musk's lack of experience in building fabs.
Silicon Valley
fromTheregister
3 days ago

Intel trapped in Elon's reality distortion field

Elon Musk's Terafab aims to significantly increase semiconductor production, but skepticism surrounds its feasibility due to Musk's lack of experience in building fabs.
more#elon-musk
fromFast Company
1 week ago

China is moving faster on next-gen tech. The U.S. is trying to keep up

In recent weeks, China approved the world's first commercial brain-computer interface medical device and unveiled a five-ton class electric vertical takeoff and landing aircraft that has already completed a public flight.
Science
Venture
from24/7 Wall St.
2 days ago

Why Semtech Is the Top AI Stock to Buy in April

Semtech is poised for significant growth due to the increasing demand for optical transceivers in data centers.
Business
from24/7 Wall St.
1 day ago

Is It Too Late to Buy Credo Technology Stock (CRDO)?

Credo Technology's stock has risen significantly, but careful evaluation of its valuation and growth potential is essential before investing.
fromWIRED
2 days ago

This AI Button Wearable From Ex-Apple Engineers Looks Like an iPod Shuffle

Unlike the Humane Ai pin, which got lots of criticism for taking a painfully long time to reply to queries, the Button is designed to be nearly instantaneous.
Apple
Business intelligence
fromComputerWeekly.com
1 week ago

Wireless AI paradox emerges as Wi-Fi evolves into strategic growth engine | Computer Weekly

Strategic investments in wireless and AI are crucial for businesses to achieve operational efficiency and productivity gains.
#nvidia
Venture
from24/7 Wall St.
1 day ago

NVIDIA Chips are Going to Space. Could the Stock Be Next?

Nvidia is developing space-based data centers, leveraging orbital computing for AI and 5G connectivity as the corporate space race intensifies.
Silicon Valley
fromFortune
5 days ago

Supermicro soared because of $4 trillion Nvidia-and Jensen Huang can walk away any time he wants | Fortune

A scandal involving Supermicro's co-founder threatens the long-standing partnership with Nvidia, impacting their collaboration in the AI sector.
Tech industry
fromTheregister
2 days ago

Supply chain challenges risk delaying Nvidia's Rubin GPUs

Nvidia's next-gen Rubin GPUs may ship later and in smaller volumes due to supply chain challenges, impacting overall GPU shipment forecasts.
Tech industry
from24/7 Wall St.
23 hours ago

Nvidia vs. AMD: Which Stock Will Outperform The Market In 2026

Nvidia and AMD show strong earnings but follow different strategies in AI infrastructure and server markets.
Venture
from24/7 Wall St.
1 day ago

NVIDIA Chips are Going to Space. Could the Stock Be Next?

Nvidia is developing space-based data centers, leveraging orbital computing for AI and 5G connectivity as the corporate space race intensifies.
Silicon Valley
from24/7 Wall St.
3 days ago

Nvidia Chips Are Getting Stolen

Nvidia faces significant chip smuggling issues, particularly involving Chinese companies, prompting actions from Bain Capital to address the situation.
Silicon Valley
fromFortune
5 days ago

Supermicro soared because of $4 trillion Nvidia-and Jensen Huang can walk away any time he wants | Fortune

A scandal involving Supermicro's co-founder threatens the long-standing partnership with Nvidia, impacting their collaboration in the AI sector.
Tech industry
fromTheregister
2 days ago

Supply chain challenges risk delaying Nvidia's Rubin GPUs

Nvidia's next-gen Rubin GPUs may ship later and in smaller volumes due to supply chain challenges, impacting overall GPU shipment forecasts.
more#nvidia
Business
from24/7 Wall St.
1 day ago

After Fabrinet's Massive Run, Is the Opportunity Already Gone?

Fabrinet's stock has risen significantly, and strong revenue growth suggests potential for continued investment.
fromCornell Chronicle
2 days ago

Qualcomm acquires Cornell AI software startup | Cornell Chronicle

"They say 99% of companies fail, so to be that 1% of successful exits is super exciting," Weatherspoon said.
European startups
Tech industry
fromTheregister
1 day ago

AWS ponders selling its home-grown chips by the rack-load

Amazon's chip business could generate ~$50 billion annually if sold independently, highlighting significant demand and growth potential.
#marvell-technology
Business
from24/7 Wall St.
2 days ago

Barclays Just Raised Marvell to Overweight. Here's Why the AI Chip Race Is Far From Over

Barclays upgraded Marvell Technology to Overweight, highlighting its strong position in AI infrastructure and significant revenue growth.
Tech industry
fromComputerWeekly.com
1 week ago

Marvell scales up networking to extend Nvidia AI ecosystem | Computer Weekly

Marvell Technology joins Nvidia AI ecosystem to enhance infrastructure development with a $2bn investment.
Business
from24/7 Wall St.
2 days ago

Barclays Just Raised Marvell to Overweight. Here's Why the AI Chip Race Is Far From Over

Barclays upgraded Marvell Technology to Overweight, highlighting its strong position in AI infrastructure and significant revenue growth.
Tech industry
fromComputerWeekly.com
1 week ago

Marvell scales up networking to extend Nvidia AI ecosystem | Computer Weekly

Marvell Technology joins Nvidia AI ecosystem to enhance infrastructure development with a $2bn investment.
more#marvell-technology
Venture
from24/7 Wall St.
1 week ago

Why Marvell's Breakout Deserves Investors' Attention

Marvell stock shows potential for long-term growth following Nvidia's $2 billion investment, despite short-term market fluctuations.
Business
from24/7 Wall St.
2 days ago

SanDisk Pops 4% as AI Demand and NAND Price Tailwinds Keep the Memory Chip Sector Hot

SanDisk shares surged 4% following a 9.86% gain, driven by AI demand for NAND flash storage.
Artificial intelligence
fromSilicon Canals
3 days ago

Why Anthropic is locking in 3.5 gigawatts of compute years before it comes online - Silicon Canals

Anthropic signed a major deal with Google and Broadcom for 3.5 gigawatts of compute capacity, signaling consolidation in the AI industry.
Mobile UX
fromTheregister
1 month ago

Qualcomm, Nvidia push 'AI-native' 6G - definition pending

Major tech companies are announcing 6G commercialization plans at Mobile World Congress, positioning AI as the primary catalyst for the next generation of wireless networks, despite binding 6G standards remaining undeveloped.
Business
from24/7 Wall St.
3 days ago

Is Aehr Test Systems The AI Stock You Didn't Realize You Needed to Buy?

Aehr Test Systems is positioned for growth due to increased demand for semiconductor testing equipment, particularly for AI and data center applications.
Tech industry
from24/7 Wall St.
4 days ago

Micron's AI Memory Boom Is Real-And Analysts Are Still Playing Catch Up

Micron shares remain volatile amid questions about memory demand due to AI efficiency gains and potential supply shortages into the 2030s.
Tech industry
from24/7 Wall St.
5 days ago

Intel Is On the Verge of Delivering Its First Billion-Dollar Foundry Wins

Advanced packaging is crucial for AI performance, efficiency, and cost control, positioning Intel for significant revenue growth in its foundry business.
#arm-holdings
Tech industry
from24/7 Wall St.
1 week ago

Arm Holdings: The Chip Designer Drawing NVIDIA Comparisons-Is It Justified?

Arm Holdings' AGI CPU release has sparked significant market interest, raising questions about its competitive position in the tech industry.
more#arm-holdings
Tech industry
from24/7 Wall St.
2 weeks ago

This AI Semi Equipment Maker Has Been Quietly Chewing Up the Competition

Lam Research has outperformed competitors in AI semiconductor equipment with a 321% total return over three years, despite recent stock fluctuations.
fromTheregister
1 month ago

Broadcom says AI companies can't make their own silicon

Our custom accelerator business is progressing very well across five customers. Anthropic will soon implement one gigawatt of Broadcom-baked TPUs, and we expect the AI company plans a three-gigawatt deployment in 2027. Meta will install multiple gigawatts of Broadcom's XPU accelerators in 2027 and beyond. OpenAI will deploy over one gigawatt of compute capacity based on custom XPUs in 2027.
Artificial intelligence
Tech industry
fromTechzine Global
3 weeks ago

Cisco Silicon One combines uniform chip design with specific deployments

Cisco's Silicon One G300 is a 102.4 terabit networking chip designed for advanced AI data center infrastructure.
Tech industry
fromTechzine Global
1 month ago

Broadcom: AI companies currently dependent on external chipmakers

Major AI companies lack the capability to develop and mass-produce custom chips at scale, creating sustained demand for Broadcom's specialized AI accelerators.
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