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Global semiconductor sales are set to reach $1 trillion in 2026, driven by a 39.9% surge in advanced computing chips led by Nvidia and others amid rapid AI data center expansion and soaring memory ch…
Nvidia partners with OpenAI in a $100 billion deal, boosting chip sales and solidifying its AI market dominance against Intel and AMD competitors.
Meta partners with Arm to power AI-driven personalization with energy-efficient chips and commits $1.5B to a Texas data center, boosting infrastructure for AI workloads.
Dell raised annual revenue and profit forecasts, citing demand for AI-optimized servers using Nvidia's Blackwell GB300 chips. Analysts say AI server tailwinds offset traditional infrastructure weakne…