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Jim Cramer highlighted Nvidia and Broadcom as primary winners from OpenAI's GPT-6 Astra launch. Nvidia leads training with massive Grace Blackwell deployments, while Broadcom gains ground in inferenc…
Broadcom has been highlighted as a top pick for the evolving AI market by BakerAvenue Wealth Management, as spending shifts from training to inference and custom chips. The company approaches upcomin…
AMD CEO Lisa Su highlighted surging CPU demand driven by AI inference and agentic workloads, projecting 35% annual CPU market growth over five years. AMD stock surged 4.05% and crossed $750 billion m…
GF Securities forecasts a major server CPU upgrade cycle driven by AI infrastructure spending. AMD, Intel, and Qualcomm positioned as key beneficiaries, with addressable market expanding to $135 bill…
Nvidia and Amazon AWS deepen partnership with over 1 million new Nvidia chips and systems deployment through 2027, leveraging advanced AI architectures and networking gear to meet growing AI inferenc…
Meta announced four new in-house chips for AI inference and training, aiming to boost data center efficiency amid rapid expansion, complementing large chip purchases from Nvidia and AMD.