Tech analyst Ed Zitron warned in a blog post that OpenAI's collapse is a matter of 'when, not if,' comparing it to the Lehman Brothers of the AI bubble. Zitron said OpenAI plans to burn $852 billion b…
Global markets weakened on Friday as US-Iran tensions and a sell-off in semiconductor stocks drove investors away from risk assets, according to Anadolu Agency. Chip stocks remained under pressure as …
Kioxia Holdings Corp.'s market value has nearly halved from its June peak, with shares falling roughly 38.7% after reports that Meta Platforms Inc. plans to sell excess AI computing capacity and that …
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…
Wall Street ended lower on Thursday, with the tech-heavy Nasdaq Composite falling 1.5%, as AI-related stocks tumbled. TSMC dropped 2.3% despite a strong quarterly report, as its raised capex forecast …
Wall Street fell on Thursday, with the S&P 500 down 0.3% and the Nasdaq Composite dropping 1.2%, pressured by weakness in AI and semiconductor stocks after a cool reception to TSMC's earnings report a…
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…