Opinion | US-China tech war is coming for AI’s plumbing
The US Federal Communications Commission (FCC) is reportedly considering a ban on Chinese optical transceivers, signalling that the…
The AI ‘Memory Wall’ Is About to Get a Lot Taller: These 3 Stocks Will Win Big
Quick Read Morgan Stanley projects memory will grow from 12% to 40% of cloud infrastructure spending by 2030,…
MRVL Stock Is Ripping Overnight After Nvidia CEO Crowns It ‘Next Trillion-Dollar Company’
Nvidia CEO Jensen Huang made the comment at the Computex conference. Marvell, which sells networking components, has received…
It’s Not Nvidia or Broadcom)
AMD and Marvell are both currently in the shadows of Nvidia and Broadcom. However, AMD has a nice…