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AMD's Data Center revenue doubled year-over-year behind surging AI GPU demand from hyperscalers like Meta and OpenAI. Management raised long-term growth guidance above 35% with EPS targets exceeding …
Amazon agreed to purchase up to $60 billion in AI data center chips and optical technology from Qualcomm for AI inference. The long-term partnership grants Amazon warrants to buy 25 million Qualcomm …
Marvell's CEO highlighted strong data center revenue growth and custom silicon deals with major hyperscalers, including Google. This challenges rival Broadcom's historical dominance in custom AI chip…
Arm Holdings unveiled its next-generation artificial intelligence compute portfolio spanning data centers to edge devices at its conference in China. The announcement featured Arm Compute Subsystems …
AMD forecasts doubling data center revenue next year amid accelerating AI inferencing demand and strong customer partnerships. Gross margin expansion is expected from a diverse product mix, bolsterin…
Nvidia issued unprecedented long-term revenue guidance targeting approximately $700 billion for fiscal 2028, significantly outpacing analyst estimates of $570 billion. Unrelenting AI infrastructure d…
Nvidia's upcoming Vera Rubin platform addresses data center power grid constraints by offering 30 times higher throughput per megawatt. Nvidia projects its revenue opportunity will reach $40 billion …
AMD, Cisco, and HUMAIN expanded their AI infrastructure partnership in Saudi Arabia, launching Instinct MI355X deployments with plans to reach 1 GW capacity by 2030. The sovereign AI initiative stren…
Dell reported blowout quarterly earnings driven by a record $95 billion AI server backlog. Dell became the first to deploy rack systems on NVIDIA's Vera Rubin architecture, validating sustained aggre…
NVIDIA and Equinix expanded their partnership to launch the Equinix Inference Exchange, targeting enterprise AI inference deployments across global data centers. While strengthening NVIDIA's computin…
Intel and Palantir show diverging AI growth paths. Palantir faces extreme valuation risks despite massive commercial software growth, while Intel leverages server CPU demand and a $5 billion equity s…
Marvell Technology dropped 10% post-earnings due to high valuation multiples and customer concentration risks, contrasting sharply with NVIDIA's superior 63% profit margins, dominant AI positioning, …
India's E2E Networks secured a Rs 1,000 crore deal running through 2029 to supply sovereign AI infrastructure powered by NVIDIA Blackwell cloud GPUs. The contract underscores sustained international …
Nvidia is heavily investing in photonics technology, allocating billions across Lumentum, Coherent, and Marvell. Optical interconnects are projected to expand ninefold to $154 billion by 2028, overco…
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…
Marvell reported robust data center growth driven by custom AI demand, citing over 50 opportunities across hyperscalers and a massive Google agreement worth up to $120 billion through 2033, highlight…
Marvell Technology approaches Q2 earnings with strong analyst backing despite a recent pullback. Accelerating data center growth and relentless hyperscaler AI infrastructure capex provide strong mult…
Aristotle Capital Management highlighted Advanced Micro Devices (AMD) in its Q2 2026 investor letter, emphasizing long-term opportunities tied to AI infrastructure, cloud computing, and semiconductor…
SoftBank disclosed a massive $12.14 billion position in Intel, representing nearly 67% of its U.S. portfolio. Intel posted strong Q2 revenue of $16.13 billion, driven by a 59% surge in Data Center an…
The semiconductor sector surges on exponential data demand. While data center networking chip designer Marvell Technology is highlighted for sustainable growth, legacy RF and power management chipmak…