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Cerebras reported strong revenue growth driven by rapid AI cloud adoption and large customer contracts. Crucially, the company expanded partnerships with AMD to pair GPU prefill with Cerebras decodin…
An opinion piece argues Nvidia could triple in value by 2030, citing its dominant AI GPU moat, the sticky CUDA software ecosystem, expansion into AI inference, and full-stack AI infrastructure capabi…
Amazon's AWS secured a multi-generation partnership with Qualcomm to co-develop custom AI inference silicon and optical connectivity. Broadcom shares rose 3% on strong category validation for custom …
AI semiconductor startup Etched reached a $21 billion valuation with backing from Jane Street and booked over $1 billion in chip orders. The startup, which heavily poached top Nvidia engineers, claim…
Sands Capital's tech fund gained 26.9% in Q2 2026 on AI infrastructure strength, though concentrated mega-cap chip exposure lagged as gains broadened into CPUs, networking, and memory. New holding Ce…
AMD acquires AI chip startup Taalas to boost inference capabilities, intensifying competition with Nvidia. Deal follows string of AI acquisitions, aiming for cost/power efficiency advantages in the g…
The article recommends buying Nvidia (NVDA) during the current semiconductor sell-off, citing its AI dominance and attractive valuation. It advises holding Advanced Micro Devices (AMD) due to its gro…
AMD CEO Lisa Su declared AI has hit an 'inflection point' with inference surpassing training compute in 2026. AMD raised its CPU TAM to $220B by 2030, secured major deals with OpenAI, Meta, and Anthr…