AI chip leader Nvidia rose 2% and memory chipmaker Micron Technology's (MU.O), opens new tab shares gained more than 3% on Friday. Broadcom is set to add more than $50 billion to its market value ...
Market speculation about a slowdown in AI chip demand is mounting, with concerns fueled by scaled-back data center plans from major CPE manufacturers and downward revisions in CoWoS capacity needs.
Right now could be a great opportunity to get in on AI chip stocks before they return to growth. In January, China's DeepSeek AI sparked a sell-off in artificial intelligence (AI) stocks after ...
Broadcom (AVGO) stock gains after releasing stronger-than-expected first quarter results and second quarter outlook driven by artificial intelligence (AI) chip sales. CFRA Research senior equity ...
As a follow-up, take a look at our Market Insights article, "DeepSeek and Trump’s EOs: The Winners and Losers," where we explored the significant impact of DeepSeek's R1 model on the AI chip ...
A day after quietly removing Biden-era AI policy commitments from its website, Anthropic submitted recommendations to the White House for a national AI policy that the company says “better ...
Four pillars driving this disparity are AI power concentration, chip supremacy, compute and cloud monopoly, and AI & robotics inequity. Control over AI is poised to replace military dominance as ...
TAIPEI/SEOUL -- In 2030, the U.S. is forecast to account for just over 20% of global output of advanced semiconductors used in applications such as artificial intelligence, after drawing ...
The team unveiled a carbon nanotube (CNT) transistor chip that processes data not just in ones and zeros, but also a third state, enabling computations to occur faster and with less energy.
The company said its revenue from AI chip sales jumped 77% in the quarter, with projections showing continued improvement in that area. Citigroup stuck with its buy rating on the stock “given ...
On March 5, Reuters reported that Malaysia will pay Arm Holdings $250 million over ten years for chip design plans to develop its own AI chips. The deal includes access to Arm’s intellectual ...
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