US chip and memory stocks lost over $1 trillion in market value in a brutal selloff triggered by Broadcom's AI chip guidance falling short of analyst expectations and a strong jobs report raising rate…
OpenAI Head of Compute Infrastructure Sachin Katti predicts artificial intelligence will soon design the chips and systems it needs to run, as the company pushes into custom silicon to reduce reliance…
TSMC posted a 77.4% year-over-year profit jump to NT$706.6 billion ($22 billion) for Q2 2026, its fifth consecutive record quarter, as AI chip demand surged, but chip stocks showed muted reaction. Rev…
Taiwan Semiconductor Manufacturing Co. reported second-quarter revenue of about $39.6 billion, a record, with June alone bringing in NT$442.68 billion, as the company's numbers are seen as a verdict o…
ESXi hosts now face two converging deadlines: vSphere 7.x reached end of general support on October 2, 2025, and Broadcom's licensing changes have eliminated perpetual licenses, forcing subscription r…
Apple is hunting for AI chip acquisitions after its own M2 Ultra-based AI servers proved inadequate, forcing it to rely on Nvidia chips inside Google's cloud for the new Gemini-powered Siri. The compa…
TYL Semi has raised $43 million in seed funding to launch a fabless chiplet business model that de-risks AI infrastructure builders' large chiplet-based designs by handling surrounding chiplets, packa…
Morgan Stanley analysts led by Joseph Moore defended Broadcom's role in Google's TPU supply chain, projecting TPU shipments will reach 3.2 million units in 2026 and 5 million in 2027, with the partner…
Apple's M2 Ultra chip delivers only 31.6 TOPS in machine learning performance, compared to Nvidia's RTX 4090 at 1,321 TOPS, a gap the company is addressing with a $30 billion Broadcom partnership and …
Arista Networks unveiled its 7060XE7 Series of 1.6 terabit networking platforms on June 9, purpose-built for AI clusters requiring hundreds of thousands of XPUs, with first units scheduled to ship in …
Meta Platforms announced on July 1, 2026, a new business unit called Meta Compute to sell surplus GPU and AI processing power to external clients, sending its stock up roughly 9%. The company plans $1…
AI chip infrastructure spending is projected to reach $1.6 trillion by 2030, according to a report cited by Crypto Briefing, signaling significant growth opportunities for Nvidia, AMD, Broadcom, TSMC,…
Mizuho Financial Group is partnering with Nvidia to develop secure private AI environments, deepening its AI strategy as financial institutions race to deploy confidential computing infrastructure. Th…
New testing by AI consultancy Systima found that agent harness configuration can significantly inflate token overhead and enterprise AI deployment costs, with research showing that changing the harnes…
U.S. stocks closed higher on July 14, 2026, with the S&P 500 gaining 0.81% to 7,543.64 and the Nasdaq rising 1.30% to 26,206.89, as light inflation data and a rebound in semiconductor stocks fueled ma…
Global chip stocks have lost roughly $2.7 trillion in market value since the PHLX Semiconductor Index peaked on June 22, but Wall Street still expects Micron, Nvidia, and the rest of the industry to g…
Meta is investing $50 billion to expand its Hyperion datacenter in Louisiana, signaling a potential pivot from AI model development to cloud computing by leasing spare compute capacity to AI labs. The…
AI chip expectations are impossible to satisfy, said Gina Martin Adams, chief equity strategist at HB Wealth, as the sector's 83% surge earlier this year gives way to volatility and a reality check. T…
Monzo co-founder Tom Blomfield is taking a leave of absence from Y Combinator to join Anthropic's compute team as a member of technical staff, working alongside co-founder and chief compute officer To…
Nvidia, Micron, Broadcom, and Applied Materials are expected to generate a record $430 billion in combined free cash flow over the next 12 months, more than triple the amount two years ago, driven by …