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Arm CEO Rene Haas attributes recent revenue delays to multi-stage semiconductor manufacturing bottlenecks rather than weak demand. Hyperscalers like Nvidia, Google, and Microsoft continue heavy Arm a…
TD Cowen raised its AMD price target to $600, citing potential gains in server market share due to AI data center strength. While supply constraints and Nvidia's laptop competition weigh on sentiment…
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…