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Bank of America projects the semiconductor market will nearly double to $3.2 trillion by 2030, citing persistent AI infrastructure demand. Analysts report firm GPU rental rates for Nvidia's B200 and …
Intel shares have surged over 300% driven by 59% Data Center and AI growth, though a $2.1 billion quarterly Foundry operating loss and steep valuation present major headwinds toward reaching a $150 p…
CoreWeave reported surging AI infrastructure demand, stating every GPU could be sold multiple times over. As CoreWeave's exclusive GPU supplier and key 11.5% stakeholder, Nvidia stands to benefit dir…
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 …
Nvidia issued unprecedented guidance forecasting 70% revenue growth for fiscal 2028, far outpacing Wall Street expectations. The outlook follows a blowout Q2 with revenue surging 106% year over year …
Broadcom reported strong Q3 earnings beating consensus, with revenue surging 85.5% to $29.59 billion propelled by a 221% jump in AI chip sales. The company raised fiscal 2026 AI revenue outlook to $5…
Marvell reported strong data center revenue growth of 46% year-over-year and revealed an expanded custom AI silicon agreement with Google, including a 7% warrant tied to revenue milestones. The partn…
Raymond James upgraded AMD to Strong Buy with a $641 price target, projecting it will surpass Intel in CPU market share by 2027. Multiple analysts highlighted AMD's expanding AI rack infrastructure a…
Guinness Global Innovators Fund added Advanced Micro Devices (AMD) as a new holding in Q2. The fund highlighted AMD's closing performance gap with Nvidia, expanding AI datacenter rack-scale solutions…
WS Amati fund's Q2 2026 letter praises Allegro MicroSystems for strong datacenter chip demand and AI-driven growth, despite a volatile month; highlights broader semiconductor sector strength amid AI …
Nvidia will invest $100 billion in AI infrastructure for OpenAI, supplying datacenter chips and building 10-gigawatt systems with Oracle. Analysts raised price targets and Nvidia leads the $500B Star…
OpenAI tapped Samsung and SK Hynix for memory supply to its Stargate data centers while Nvidia pledged up to $100 billion and chip support, advancing large-scale AI infrastructure and widening demand…
Nvidia will invest up to $100 billion in OpenAI and deploy at least 10 GW of its chips for OpenAI’s infrastructure, with first deployment targeted in H2 2026; Nvidia also recently committed $5 billio…