Why Memory Stocks Are the Tech Sector’s Hottest Trade
Memory chip stocks have emerged as the next big wave of the AI trade and investors are all…
Google developing inference AI chips to rival Nvidia
Google is developing new chips dedicated to AI inference in partnership with Marvell Technology, positioning Alphabet to more…
Redefining AI Inference With New Silicon Architecture
Low Power-High Performance SPONSOR BLOG Validating an optimized data movement architecture that ensures arithmetic units receive a steady…
AI Infrastructure Wars Are Officially Here — Nvidia’s $2B Nebius Push Just Turned Up the Heat
Nvidia (NASDAQ:NVDA) is investing $2 billion in artificial intelligence cloud company Nebius to develop a full-stack AI cloud…
Nvidia Plans to Release a New Speedier AI Chip That Could Be a Game Changer
Nvidia (NASDAQ: NVDA) has been one of the undeniable winners of the artificial intelligence (AI) revolution. The company’s…
The Artificial Intelligence (AI) Inference Market Could Reach $255 Billion by 2030. These Stocks Are Best Positioned to Win.
The early innings of the artificial intelligence (AI) infrastructure buildout have been dominated by training, as companies rush…
New SemiAnalysis InferenceX Data Shows NVIDIA Blackwell Ultra Delivers up to 50x Better Performance and 35x Lower Costs for Agentic AI
The NVIDIA Blackwell platform has been widely adopted by leading inference providers such as Baseten, DeepInfra, Fireworks AI…
Nvidia Deepens AI Inference Push With Groq Deal And Rubin Platform
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AI inference startup Modal Labs in talks to raise at $2.5B valuation, sources say
Modal Labs, a startup specializing in AI inference infrastructure, is talking to VCs about a new round at…
Inference startup Inferact lands $150M to commercialize vLLM
The creators of the open source project vLLM have announced that they transitioned the popular tool into a…
Which AI Chip Stock Will Outperform in 2026?
Two of the top semiconductor companies looking to eat into Nvidia’s (NASDAQ: NVDA) artificial intelligence (AI) infrastructure dominance…
Microsoft-Backed d-Matrix Raises $275M At $2B Valuation, Claims 10X Faster AI Performance Than Nvidia’s GPU Systems
Microsoft-backed (NASDAQ:MSFT) semiconductor company d-Matrix on Nov. 12 announced it raised $275 million while claiming its artificial intelligence…