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Marvell posted strong Q2 results and raised forward guidance, driven by accelerating AI data center demand. Management highlighted surging optical networking adoption and a massive multi-year custom …
Nvidia secured a massive data center deal with OpenAI and SB Energy while BofA highlighted compelling valuations. Meanwhile, Meta faces major legal headwinds in a multi-state youth addiction trial, G…
Marvell Technology partnered with Google to develop custom chips and issued warrants allowing Google to buy nearly 59 million Marvell shares. The deal strengthens Alphabet's custom silicon capabiliti…
TSMC's July revenue surged 44.7% YoY, confirming robust AI chip demand despite a 6-week semiconductor selloff. Nvidia and Google, TSMC's key clients, benefit from strong high-performance computing sa…
Alphabet's AI-driven growth boosts its market cap, challenging Nvidia for the top spot by 2026. Nvidia remains strong but faces potential market share loss in AI hardware from Alphabet's TPU expansio…
Nvidia's dominance in AI chips faces challenges from Big Tech's rising custom silicon solutions like Google's TPUs, signaling a market shift. Investors should watch Google and partners benefiting fro…