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AI DEMAND FOR PROCESSORS
Apollo, Blackstone back Anthropic's $35 billion capacity expansion in new Broadcom tie-upApollo and Blackstone are investing $35 billion to boost Anthropic's AI computing power. This expansion will utilize Broadcom's custom chip...
Samsung Electronics considers building chip packaging plantSamsung Electronics is exploring a significant investment in Gwangju, South Korea. The company is considering a new advanced semiconductor ...
US stocks | Alphabet taps Intel to make three million in-house chips: ReportNvidia has not placed an order with Intel yet, but has been evaluating whether the company's technology can be used to make a processor tha...
Intel Foundry comeback! Is a bigger Intel stock surge ahead? INTC shares surge 9.16% today as Google’s 3 million TPU order and Nvidia testing fuel Intel’s AI revivalIntel stock is back in focus. INTC shares surged 9.16% after reports that Google ordered more than 3 million TPU AI chips from Intel for 20...
Amazon, Corning sign multi-billion-dollar deal to boost fibre optics manufacturing in USAmazon has partnered with Corning in a multi-billion dollar deal. This collaboration aims to significantly increase the production of optic...
Cerebras shares climb as Wall Street brokerages back AI chip strategyCerebras shares saw a rise on Monday. Several Wall Street firms initiated coverage with positive outlooks. They are backing the chip design...
Marvell to join S&P 500 after AI boom helps chipmaker pass profitability testThe company will replace swimming pool equipment distributor PoolCorp on the benchmark index before the start of trading on June 22. Marvel...
As AI shifts from training to inference, Intel moves up the stackIntel is changing its AI strategy. The company is now focusing on building complete AI systems and infrastructure, not just chips. This mov...
TSMC reports $54.55 billion profit in 2025 as AI-driven chip demand boosts earningsTaiwan Semiconductor Manufacturing Company, TSMC, announced impressive 2025 financial results. The chipmaker achieved over 120 billion US d...
Nvidia starts shipping TSMC-backed CPO switches to tackle AI data centre bottlenecksNvidia Corp. on Wednesday announced that it has started shipping its next-generation co-packaged optics (CPO) switches, developed in collab...
Broadcom's second-quarter revenue misses estimates as competition bitesSecond-quarter revenue came in at $22.19 billion, missing estimates of $22.27 billion, as Broadcom races with Nvidia whose dominant graphic...
A company founded around a kitchen table could be world's next trillion-dollar company, says Nvidia CEO Jensen Huang. Who was Marvell's co-founder, who became a certified radio technician at the age of 13?Nvidia CEO Jensen Huang has predicted that Marvell Technology could become the world's next trillion-dollar company, highlighting its cruci...
Marvell shares touch record high after Nvidia's Huang calls it 'next trillion-dollar company'Marvell Technology shares saw a significant jump of over 25%. This surge followed Nvidia CEO Jensen Huang's prediction that Marvell could b...
STMicro lifts data centre revenue goals on AI demand, shares hit 25-year highThe Franco-Italian chipmaker's shares rose as much as 10% to €65.21 per share, their highest since September 2000. They were up 8.4% as o...
What are AI PCs that Nvidia's Jensen Huang is betting on?Nvidia is pushing AI PCs with a new chip for local processing. AI-optimized computers are boosting some companies' results. New AI PCs from...
Nvidia growth driver Vera has big-name early adopters, according to CEO HuangHuang was speaking and presenting ahead of the Computex conference in Taipei where leaders of some of the world's largest technology comp...
Intel bets big on AI infrastructure with new Xeon chipsIntel has unveiled new data center products. This includes the next-generation Xeon 6+ processors and advanced AI accelerators. These innov...