Hello Nvidia. Here comes Cerebras, the new darling of AI compute, with a $10 billion OpenAI contract and a new $1 billion in ...

AI is driving memory chip shortages, sending Sandisk and other memor makers' stocks surging in recent weeks.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.25%, the Dow Jones Industrials Index ($DOWI ) (DIA ) is up +0.57%, and the ...

Robust earnings commentary suggests chip makers are seeing rising demand and are willing to invest to add capacity going into ...

Micron, SK Hynix and Samsung Electronics — make up nearly the entire RAM market, and they're benefitting from this shortage.

Western Digital stock rises 5% premarket after board approves $4 billion buyback as AI drives memory chip demand and prices higher.

Microsoft says its own chip leapfrogs those made by other cloud providers like Amazon and Google. But it needs more.

Most memory chips available in the market today are directed towards building AI infrastructure, leaving other market ...

The unrelenting demand from AI data centers has led to a dramatic surge in memory chip prices, taking a toll on the sales and margins of leading consumer electronics makers. With global AI capex ...

To blame is the dynamic random access memory chip, or DRAM for short, the unsung hero that drives everything from touch screens to autonomous systems. AI Demands Squeeze Automotiv ...