AI accelerators

Memory chip demand has been exceeding supply thanks to artificial intelligence (AI) data centers, and that’s not surprising,…

A brutal week for chip stocks ended with the PHLX Semiconductor Index in a bear market, down more…

This article first appeared on GuruFocus. Nvidia Corp. (NASDAQ:NVDA), the Santa Clara-based maker of advanced AI accelerators, could…

Quick Read AMD’s Data Center segment surged 57% YoY to $5.8B in Q1, pushing total revenue to $10.3B…

Qualcomm (QCOM) is dramatically expanding its presence in the AI data center wars with a slew of announcements…

After a huge run this spring, the tech sector took a breather, giving back some of its big…

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AMD reported first-quarter revenue of $10.3 billion on Monday, up 38% from a year earlier, as demand for…

Key Takeaways The parallelism in AI accelerators enables low latency but complicates failure isolation. HBM can account for…

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Counterpoint Research noted on Thursday that the AI infrastructure market is undergoing a structural shift as hyperscalers increasingly…

Prediction: Not Micron. This Artificial Intelligence (AI) Stock Could Be the Biggest Winner of the Next Infrastructure Bottleneck