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Browsing Tag

AI accelerators

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

  • August 25, 2026
Memory chip demand has been exceeding supply thanks to artificial intelligence (AI) data centers, and that’s not surprising,…
AArtificial intelligence
Wall Street Keeps Hiking Its Price Targets on This AI Powerhouse
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Wall Street Keeps Hiking Its Price Targets on This AI Powerhouse

  • July 1, 2026
Quick Read AMD’s Data Center segment surged 57% YoY to $5.8B in Q1, pushing total revenue to $10.3B…
AArtificial intelligence
3 AI Stocks to Buy on the Recent Tech Dip
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3 AI Stocks to Buy on the Recent Tech Dip

  • June 19, 2026
After a huge run this spring, the tech sector took a breather, giving back some of its big…
AArtificial intelligence
Qualcomm’s AI Chips And Automotive Growth Reshape Its Investment Story
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Qualcomm’s Reported Tenstorrent Talks Test Lofty Valuation And AI Ambitions

  • June 16, 2026
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St’s investing ideas for…
AArtificial intelligence
Qualcomm’s AI Chips And Automotive Growth Reshape Its Investment Story
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Qualcomm Tenstorrent Interest Puts AI Data Center Ambitions In Focus

  • May 20, 2026
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million…
AArtificial intelligence
revenue up 38% on AI chip demand
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revenue up 38% on AI chip demand

  • May 5, 2026
AMD reported first-quarter revenue of $10.3 billion on Monday, up 38% from a year earlier, as demand for…
AArtificial intelligence
Every Major Hyperscaler Is Moving To Arm — Here's Why It Matters
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Every Major Hyperscaler Is Moving To Arm — Here’s Why It Matters

  • April 6, 2026
Counterpoint Research noted on Thursday that the AI infrastructure market is undergoing a structural shift as hyperscalers increasingly…
AArtificial intelligence
US Considers Requiring Permits for Nvidia, AMD Global AI Chip Sales
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US Considers Requiring Permits for Nvidia, AMD Global AI Chip Sales

  • March 6, 2026
(Bloomberg) — Nvidia Corp. has long been the world’s AI kingmaker. Now, the Trump administration is considering taking…
AArtificial intelligence
Wall Street Says This Artificial Intelligence (AI) Stock Is a Bargain Hiding in Plain Sight
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Wall Street Says This Artificial Intelligence (AI) Stock Is a Bargain Hiding in Plain Sight

  • February 18, 2026
Arista Networks (NYSE: ANET) may not be the most sought-after artificial intelligence (AI) stock. But Wall Street’s consensus…
AArtificial intelligence
Samsung Claims Lead in Race to Ship AI Chips to Nvidia
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Samsung Claims Lead in Race to Ship AI Chips to Nvidia

  • February 12, 2026
Bloomberg (Bloomberg) — Samsung Electronics Co. claimed an early lead in the race to supply advanced memory for…
AArtificial intelligence
Samsung ships latest HBM4 chips to catch-up in AI race
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Samsung ships latest HBM4 chips to catch-up in AI race

  • February 12, 2026
By Hyunjoo Jin SEOUL, Feb 12 (Reuters) – Samsung Electronics said on Thursday it had started shipping its…
AArtificial intelligence
Micron’s AI Memory Story Reassessed After Losing Nvidia HBM4 Orders
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Micron’s AI Memory Ambition Tested By Samsung HBM4 And Nvidia Choice

  • February 11, 2026
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply…
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