Chinese AI champion iFlytek sets up new entity to expand into semiconductor design
The new entity, Shandong Yixun Information Technology, was incorporated last week with a registered capital of 50 million…
Could This Be the Next Stock to Join the Likes of Nvidia, Alphabet, and Amazon in the $1 Trillion Club?
Oracle is building hundreds of data centers to meet demand for computing capacity from artificial intelligence developers. The…
This Nvidia Rival Is More Expensive Than Nvidia. Is it Worth the Price?
As the artificial intelligence (AI) story unfolds, Nvidia (NASDAQ: NVDA) has so far been the leading character. This…
AI Chips Are Driving a Foundry Boom. Why TSMC Is Winning the Most
This article first appeared on GuruFocus. Global semiconductor foundry revenue rose about 17% year over year to roughly…
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…
China narrows AI gap with US 3 years after initial ChatGPT shock
Chinese government authorities sent urgent requests to various experts, including professors from Tsinghua University, to provide briefings on…
How Investors May Respond To Advanced Micro Devices (AMD) Rack-Scale AI Push With Vultr And HPE
In early December 2025, Vultr revealed it is building an AI supercluster in Springfield, Ohio using 24,000 AMD…
As AI Data Center Demand Surges, Taiwan Semiconductor Manufacturing Could Be the Biggest Long-Term Beneficiary
The AI data center market is booming, with AI infrastructure spending expected to exceed $3 trillion by 2030.…
The Data Center Boom Is Just Starting, Making AMD a Long-Term AI Power Player
While sometimes overlooked, AMD has a big AI opportunity in front of it. Its partnership with OpenAI should…
Chip Stocks Fall Ahead of Nvidia Earnings on AI Profit Concerns
This article first appeared on GuruFocus. Nvidia (NASDAQ:NVDA) shares fell about 3% on Tuesday morning trading as investors…
Chip Stocks Jump as AMD Forecasts Massive AI-Driven Revenue Boost
This article first appeared on GuruFocus. U.S. stocks opened higher on Wednesday as upbeat earnings and renewed AI…
AMD Predicts Accelerating Sales Growth Driven by Data Centers
Advanced Micro Devices Inc., Nvidia Corp.’s nearest rival in AI chips, predicted accelerating sales growth over the next…