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AMD highlighted its next-generation Ryzen AI Halo workstation, capable of executing 300-billion-parameter AI models locally with 192GB unified memory. While reinforcing AMD's enterprise edge strategy…
Nvidia secured a $1.5 billion multi-year advanced packaging agreement with Amkor Technology, providing prepayment to support US-based packaging capacity for next-generation AI chips. Despite Amkor's …
Qualcomm is accelerating its AI data center pivot through a strategic deal with Meta Platforms for data center CPUs. The partnership aims to diversify Qualcomm's revenue away from handsets while bols…
Apple delivered strong Q3 results with double-digit revenue and EPS growth, while announcing aggressive AI, capex, and M&A initiatives. Despite EU regulatory settlements, analysts raised price target…
Nvidia completed a massive $25 billion multi-tranche bond offering across seven tranches with maturities ranging from 2028 to 2056. The transaction, underwritten by top-tier investment banks, signifi…
Nvidia plans to raise $20 billion through a multi-part bond sale to finance AI investments and refinance debt. This highlights massive investor demand for AI infrastructure, which is also prompting h…
Google is reportedly partnering with Samsung to manufacture components for its 10th-generation 'Icefish' AI chip. By diversifying production away from TSMC, Google aims to mitigate supply chain bottl…
J.P. Morgan upgraded Tesla to 'neutral' as investor focus shifts from near-term EV headwinds to long-term potential in robotics, AI, and autonomous driving. Analysts project significant revenue growt…
NVIDIA is preparing for the Q3 launch of its Vera Rubin and Vera CPU platforms, focusing on agentic AI and PC markets. The company maintains balanced revenue streams across hyperscalers and AI clouds…
Nvidia unveiled a major shareholder return program, advanced agentic computing architectures, and a new financial reporting structure. The company is actively expanding AI capabilities from cloud env…
Nvidia’s expansion into PC chips signals a transition in the AI market toward full-stack integration. Experts highlight that the AI trade is diversifying, benefiting architectural leaders and network…
Nvidia CEO Jensen Huang highlighted South Korea's critical role in robotics and physical AI, fueling a massive rally in Korean robotics stocks. Meanwhile, other AI-linked firms saw profit-taking afte…
LG Electronics shares are surging following news of a meeting between Chair Koo Kwang-mo and Nvidia CEO Jensen Huang. The partnership focuses on physical AI, including robotics and autonomous driving…
Microsoft (MSFT) shares rose 2.5% following a collaboration with Nvidia to integrate AI capabilities into laptops and desktops. This strategic advancement in hardware-integrated AI, alongside a broad…
Nvidia unveiled its Vera CPU at Computex, targeting the data center market alongside major tech giants like OpenAI. By expanding into CPUs, software, and robotics, Nvidia aims to solidify its dominan…
Nvidia CEO Jensen Huang is set to headline the Computex trade show in Taiwan. He is expected to discuss the new Vera Rubin AI platform and strategic investments in Taiwan to solidify Nvidia's dominan…
Meta Platforms is reportedly developing an AI pendant and expanding its wearable hardware portfolio to offset significant losses in its hardware division. The strategy includes a 'Wearables for Work'…
Nvidia announced a $2 billion investment and partnership with Marvell, bolstering its AI ecosystem and lifting semiconductor stocks. The AI chip leader’s strategic move signals strong sector growth d…
Nvidia announced a $2 billion investment and strategic partnership with Marvell Technology to integrate AI hardware via NVLink Fusion, boosting Nvidia and Marvell shares and investor confidence in th…
Marvell's positioning in AI infrastructure, especially agentic AI, signals strong growth potential amid accelerating demand and upcoming market expansion, supported by favorable analyst ratings and i…