Nvidia bets on new data center chips for growth as sales outlook tops estimates
By Stephen Nellis, Max A. Cherney and Zaheer Kachwala May 20 (Reuters) – Nvidia CEO Jensen Huang on…
Nvidia Reports Earnings in May. Here’s Why I’m Loading Up Before the Report.
Artificial intelligence (AI) has been the most prominent investment theme on Wall Street over the past few years.…
Arm Slides After Smartphone Slowdown Overshadows AI Growth
(Bloomberg) — Arm Holdings Plc shares declined as much as 9% after a slowdown in the smartphone industry…
Arm forecasts higher-than-expected revenue on surging AI data center demand
May 6 (Reuters) – Arm Holdings forecast first-quarter revenue above Wall Street expectations on Wednesday, benefiting from higher…
AMD forecasts quarterly revenue above expectations as AI chip demand stays strong
By Zaheer Kachwala and Max A. Cherney May 5 (Reuters) – Advanced Micro Devices forecast second-quarter revenue above…
NVIDIA Extends AI Reach Into Defense Nuclear And Healthcare Sectors
Find your next quality investment with Simply Wall St’s easy and powerful screener, trusted by over 7 million…
An exclusive tour of Amazon’s Trainium lab, the chip that’s won over Anthropic, OpenAI, even Apple
Shortly after Amazon CEO Andy Jassy announced AWS’s groundbreaking $50 billion investment deal with OpenAI, Amazon invited me…
From Cloud to Coast: The Physical Cost of AI in Hong Kong’s Borderlands
San Tin Tidal Ponds, Hong Kong SAR, with Shenzhen in the background. Image © Jonathan Yeung Share Share…
Can Accelerating ZeroFlap Optics Ramp Buoy Credo’s Growth Trajectory?
Credo Technology Group CRDO has introduced ZeroFlap optics, a new generation of optical transceivers designed to improve stability in…
Oracle sees AI boom through at least 2027, sending shares up 8%
By Juby Babu and Stephen Nellis March 10 (Reuters) – Oracle on Tuesday predicted that the AI data…
Oracle Plans Thousands of Job Cuts in Face of AI Cash Crunch
(Bloomberg) — Oracle Corp. is planning to ax thousands of jobs, among its moves to handle a cash…
Why the economics of orbital AI are so brutal
In a sense, this whole thing was inevitable. Elon Musk and his coterie have been talking about AI…