AI chips, GPUs, data centers, cloud compute, and the hardware powering the AI revolution.
668 articles
The Department of Defense said agreements with eight companies would help establish the 'United States military as an AI-first fighting force.' Source: latimes.com
Huawei expects revenue from its AI chips to jump at least 60% this year, boosted by strong demand for domestic offerings from Chinese companies,... Source: reuters.com
It's Big Tech week on Wall Street. On Wednesday, we got quarterly results from Alphabet, Meta, Microsoft, and Amazon. Shocker: They're all still spending a... Source: marketplace.org
Broadcom is up 112% in a year, just posted record quarterly revenue, and guided Q2 dramatically above what Wall Street expected. Source: tikr.com
Huawei is set to capture the largest share of China's AI chip market this year, with sales jumping by at least 60 per cent amid strong demand from Chinese... Source: ft.com
Amazon plans to sell Trainium AI chips to external customers, putting the cloud giant in competition with Nvidia, a major supplier. Source: businessinsider.com
Amazon's chips business saw nearly 40% quarter-over-quarter growth in Q1, and it has momentum. Source: aboutamazon.com
Samsung Electronics on Thursday reported record quarterly profit driven by a 49-fold jump in chip income, saying it expects the momentum to continue as... Source: reuters.com
Chinese AI chipmaker Cambricon Technologies Corp.'s shares surged 14% in Shanghai, after its first-quarter sales more than doubled thanks to Beijing's push... Source: bloomberg.com
With the results beating Wall Street's expectations, and the AI chip announcement, shares rose as high as $182.20 in after-hours trading. Source: timesofsandiego.com
Samsung Electronics reported an over eight-fold increase in first-quarter operating profits, hitting a new record and beating analysts' estimates. Source: cnbc.com
Per the deal, Meta is expected to purchase a volume of AMD's MI540 series of GPUs and its latest generation of CPUs that equates to six gigawatts of of... Source: mediapost.com
AI agents have revolutionized developer workflows, and their next frontier is knowledge work: processing information, solving complex problems,... Source: blogs.nvidia.com
Nvidia stock is proving resilient in the face of Google's new AI chips. It's not a zero-sum game. Source: barrons.com
From GPUs to AI factories: Inside the Nvidia-Google Cloud superstack - SiliconANGLE. Source: siliconangle.com
Tesla chief Elon Musk said on Wednesday the electric vehicle maker plans to use Intel's next-generation 14A manufacturing process to make chips at its... Source: reuters.com
Broadcom said on Monday it has signed a long-term agreement with Google to develop and supply future generations of custom artificial intelligence chips... Source: reuters.com
Broadcom (NasdaqGS:AVGO) has signed multi-year AI chip and infrastructure agreements with Google and Anthropic. The deals run through 2031 and cover... Source: finance.yahoo.com
Global tech companies rush to secure advanced chips for AI data centers, boosting memory prices. Source: wsj.com
In late March 2026, NVIDIA and Marvell Technology announced an expanded partnership, including a US$2.00 billion NVIDIA investment and integration of... Source: simplywall.st