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Broadcom is emerging as a prime beneficiary of hyperscalers designing custom AI accelerators like Meta's Iris, posing competition to Nvidia's merchant GPUs. Meanwhile, TSMC benefits broadly across bo…
Rackspace Technology launched the Institutional Sovereign Pod, integrating Nvidia's Blackwell chips with Palantir's AI software for regulated and sovereign enterprise deployments. Rackspace also join…
Amazon partnered with Taiwanese server maker Wiwynn to expand its Texas facility with over $1.6 billion in total investment. The expansion will bolster domestic manufacturing for Amazon's data center…
Micron rebounded 16.5% in August, driven by Nvidia's strong quarterly results and raised guidance. As a supplier of high-performance memory for Nvidia's AI processors, Micron benefits from booming AI…
Nvidia projects that top AI hyperscalers will allocate $1.3 trillion in capital expenditures by 2027. This anticipated massive infrastructure spending expansion is expected to drive substantial reven…
The expanding robotics sector, projected to reach $370 billion by 2040, is driving demand for advanced automation. NVIDIA is highlighted as a critical provider of AI processors and platforms, holding…
Ciena plunged 11% despite beating fiscal Q3 earnings estimates and lifting full-year revenue guidance. The stock was the worst performer in the S&P 500 as investors grew wary over potential margin co…
David Tepper's Appaloosa Management cut its Micron Technology stake by 41.4% in Q2 while raising Taiwan Semiconductor holdings for a sixth consecutive quarter. The portfolio shift reflects a strategi…
Nvidia announced a $3.5 billion investment in MediaTek to deepen collaboration with the Taiwanese chipmaker. Meanwhile, broader markets faced pressure from rising bond yields, elevated oil prices due…
Profit-taking and sector-specific dilution concerns triggered a selloff in AI optics stocks, including Applied Optoelectronics (down 6%) and Lumentum (down 6%). Despite the pullback, the overall AI h…
SOXX ETF outperforms SMH due to diversified asset allocation among top chipmakers rather than heavy single-stock concentration. While SMH relies heavily on Nvidia, SOXX spreads capital across AMD, Br…
NVIDIA unveiled Jetson Orin Nano 2, a next-generation robotics computer for entry-level edge AI. It delivers twice the inference performance and 40% lower power consumption than its predecessor, with…
Alphabet's Waymo unveiled its first custom-designed 5nm ASIC for robotaxis, enhancing real-time sensor processing and autonomous driving capabilities. This move strengthens Waymo's market position ag…
Broadcom shares fell over 4% after rival Marvell Technology secured a deal to develop custom AI chips for Google. The partnership sparked investor concerns regarding Broadcom's incumbent role and fut…
Nvidia's CEO will highlight AI advancements at CES 2026, focusing on data centers, robotics, and autonomous tech, signaling strong growth potential for 2026 in AI-related sectors.
Huawei plans a large Ascend 910C production ramp to ~600,000 units in 2026 and 1.6M Ascend dies overall, plus new chips through 2028, aiming to challenge Nvidia via scale and system integration despi…
Meta unveiled the Ray-Ban Display at Meta Connect: AI glasses with a visual display, neural wristband gesture controls, and strong early reviews. Solid sales could boost Reality Labs and shares, but …
Samsung passed Nvidia qualification for its 12-layer HBM3E memory, boosting Samsung shares and increasing chances of future HBM4 approvals that could support Nvidia's Rubin AI chip supply and perform…
Nvidia is investing $5 billion for about a 4% stake in Intel and teaming up to develop PC and data-center chips, jolting Intel shares and reshaping the AI chip landscape with implications for TSMC, S…
Nvidia paid over $900M in cash and equity to hire Enfabrica's CEO and engineers and license its GPU fabric design, closing the deal last week to strengthen integrated AI systems amid rivals' similar …