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Browsing Tag

AI infrastructure

52 posts
AArtificial intelligence
Anthropic researcher expects the world to end in six months, Delphi host says
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Anthropic researcher expects the world to end in six months, Delphi host says

  • October 10, 2026
Tommy Shaughnessy, host of The Delphi Podcast, said an unnamed Anthropic researcher told him he was “enjoying my…
TTechnology
Advanced Micro Devices, Inc. (AMD)’s Halo Station Could Strengthen Its AI Position, but Near-Term Revenue Impact May Be Limited
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Advanced Micro Devices, Inc. (AMD)’s Halo Station Could Strengthen Its AI Position, but Near-Term Revenue Impact May Be Limited

  • September 13, 2026
Advanced Micro Devices, Inc (NASDAQ:AMD) has set its sights on capitalizing on the growing demand for workstations capable…
AArtificial intelligence
Qualcomm Announces Multi-Generational Product Collaboration with Amazon to Build Next-Generation AI Data Center Infrastructure
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Qualcomm Announces Multi-Generational Product Collaboration with Amazon to Build Next-Generation AI Data Center Infrastructure

  • September 8, 2026
Qualcomm Announces Multi-Generational Product Collaboration with Amazon to Build Next-Generation AI Data Center Infrastructure | Qualcomm
AArtificial intelligence
Nvidia is looking more like the central bank of AI
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Nvidia is looking more like the central bank of AI

  • August 27, 2026
Nvidia made its fortune selling the AI boom. Now it’s helping finance the next chapter. Nvidia (NVDA) shares…
AArtificial intelligence
Opinion: The Best AI Memory Stock to Buy Isn't Micron or Sandisk -- It's This Korean Giant
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Opinion: The Best AI Memory Stock to Buy Isn’t Micron or Sandisk — It’s This Korean Giant

  • August 10, 2026
The artificial intelligence (AI) memory supercycle has transformed semiconductor investing, fueled by explosive demand for high-bandwidth memory (HBM)…
BBusiness
Asian chip stocks slide as China competition fears rattle AI trade
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Asian chip stocks slide as China competition fears rattle AI trade

  • July 28, 2026
By Heekyong Yang and Gregor Stuart Hunter SEOUL/SINGAPORE, July 28 (Reuters) – Asian semiconductor stocks tumbled on Tuesday,…
AArtificial intelligence
Warren Buffett's Successor, Greg Abel, Tripled Berkshire's Stake in This Megacap AI Stock (Hint: Not Apple)
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Warren Buffett’s Successor, Greg Abel, Tripled Berkshire’s Stake in This Megacap AI Stock (Hint: Not Apple)

  • July 27, 2026
Under Warren Buffett, Berkshire Hathaway built a substantial stake in Apple. It still ranks as the company’s largest…
AArtificial intelligence
Price Prediction: Poet Technologies Has 117% Upside as AI Optical Interconnect Scales
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AI Is Keeping DRAM Prices High — Here’s Exactly When the Market Finally Loosens Up

  • July 20, 2026
Quick Read HBM will consume 30% of total DRAM wafer capacity by 2027, leaving supply able to meet…
AArtificial intelligence
'Earnings need to be strong': Wall Street assesses next catalyst for AI trade
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‘Earnings need to be strong’: Wall Street assesses next catalyst for AI trade

  • July 19, 2026
Wall Street will need strong earnings to shake off recent market jitters around AI. This season is expected…
MMobile
Samsung, Apple, AI, smartphones
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Price Hikes Trigger Smartphone Sales Slump

  • July 14, 2026
Global smartphone sales dropped to their lowest second-quarter level in 13 years as manufacturers passed on to consumers…
AArtificial intelligence
SK Hynix cashes in on AI boom with historic Nasdaq listing
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SK Hynix cashes in on AI boom with historic Nasdaq listing

  • July 10, 2026
SK Hynix’s American Depositary Receipts will begin trading on the Nasdaq on Friday in the largest-ever US listing…
BBusiness
Why the AI Boom Is About to Break the U.S. Power Grid
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Why the AI Boom Is About to Break the U.S. Power Grid

  • July 8, 2026
The American power grid is about to fail the most important industry it has ever been asked to…
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