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D.A. Davidson projects strong revenue growth for Apple driven by new hardware innovations, including an anticipated foldable iPhone unveil next week. Combined with portfolio price hikes and emerging …
Apple plans to launch AI-capable AirPods with cameras and a second-generation foldable iPhone by 2027, according to a Bloomberg report. The roadmap highlights Apple's long-term strategy to embed AI c…
Apple shares rose following reports that the company is developing camera-equipped AirPods with AI capabilities for 2027 and a second-generation foldable iPhone, despite experiencing development and …
Meta launches its first AI prescription glasses and expands AI glasses selection with new styles, software updates, and global retail availability starting in April.
Meta and EssilorLuxottica expand AI glasses with new prescription-friendly Ray-Ban Meta styles and enhanced AI features, broadening market reach globally.
Arm unveils its first in-house chip with Meta as the inaugural customer, projecting significant revenue growth by 2031 driven by rising AI-related CPU demand.
Amazon secured a 15-year, $5.5B deal to expand AWS AI infrastructure and plans to re-enter the smartphone market, signaling strong long-term growth potential.
NVIDIA launched the Vera CPU, the first processor built for agentic AI and reinforcement learning, offering 50% faster performance and double efficiency. It targets large-scale AI workloads with key …
Meta advances its MTIA chip roadmap for generative AI inference, complementing Nvidia and AMD chips, with mass deployment expected by 2027.
Meta plans to expand its custom silicon lineup by deploying four new generations of MTIA chips over two years, enhancing AI workloads for ranking, recommendations, and generative AI inference.
Meta is expanding its custom AI semiconductor development to reduce costs and reliance on Nvidia and AMD, with testing of its first AI training chip planned for early 2025.
Meta aims to expand its custom chips to support AI model training, reducing reliance on Nvidia and AMD, improving efficiency and addressing growing AI demands.
Apple launched the M5 Pro and M5 Max chips with a new Fusion Architecture, boosting professional laptop performance and efficiency significantly, targeting high-end professional and AI workloads.
Apple launched the MacBook Air with M5 chip offering significantly faster AI and overall performance, doubled storage, improved SSD speed, and enhanced features, with pricing starting at $1,099 and a…
Apple launched the M5 Pro and M5 Max chips to enhance performance for demanding professional workflows, signaling strong product innovation.
Apple shares rose 2% after launching a second-generation AirTag with enhanced Ultra Wideband and Bluetooth chips, improving tracking range and sound volume. The device is available for pre-order onli…
VAST Data launched an AI-native inference architecture integrated with NVIDIA BlueField-4 DPUs, enhancing inference context sharing and AI workload efficiency, which could boost NVIDIA’s AI infrastru…
Apple’s strong Mac demand, innovative M5 chip, and enterprise partnerships boost growth and market momentum over Dell in the expanding PC market.
Meta holds at least a 3% stake in EssilorLuxottica and is collaborating on AI-powered Ray-Ban glasses, with potential for increasing its stake but no current board representation.
Microsoft advances AI cloud services and partners with Broadcom on custom chips, gaining management approval amid competition with Amazon.