Nvidia CEO Jensen Huang said in an Axios interview on July 24 that the semiconductor industry needs to grow five to ten times to support the AI and robotics revolution, arguing current chip production…
OpenAI has proposed giving the U.S. government a 5 percent stake in the company, worth about $42.6 billion at OpenAI's reported $852 billion valuation, as part of a plan to place the stake in a public…
The tech-heavy Nasdaq fell 0.6% on Friday as investors sold chip stocks on worries about massive AI spending ahead of megacap earnings reports from Microsoft, Amazon.com, Meta and Apple. The Philadelp…
Intel reported Q2 2026 revenue of $16.1 billion on July 23, a 25% year-over-year increase and its strongest growth in over 15 years, with non-GAAP EPS of $0.42 doubling analyst expectations of $0.21. …
Intel and Micron shares fell more than 7% after Broadcom's AI chip forecast missed Wall Street expectations, triggering a semiconductor selloff that erased roughly $1.3 trillion in sector market value…
AMD CEO Lisa Su said AI training compute needs have increased 5X annually since 2020, with inference expected to account for 60% of the AI accelerator market in 2025 versus 40% for training, up from a…
Intel posted second-quarter 2026 revenue of more than $16 billion, a 25 percent jump from a year earlier, with adjusted earnings per share of 42 cents doubling the 21-cent consensus estimate. The data…
The DAC 2026 Engineering Track will feature ~90 peer-reviewed presentations from engineers designing AI accelerators, memory systems, and interconnects, with keynotes from Qualcomm EVP and CTO Baaziz …
Intel and Lens Technology are in early discussions about a potential partnership focused on glass substrate packaging, a technology that could enable chip packages with up to 1 trillion transistors by…
Intel reported second-quarter revenue growth of 25%, its largest gain since 2011, after the federal government pushed favorable long-term contracts on the chipmaker. Monday.com announced it will cut ~…
AMD debuted new GPUs, CPUs, and processors for physical AI and robotics this week, challenging Nvidia's dominance in AI infrastructure. U.S. lawmakers proposed a 'kill switch' for rogue AI after OpenA…
Intel shares rose 6% in premarket trading after the company issued third-quarter revenue guidance above Wall Street expectations and raised its annual capital expenditure forecast to $20 billion from …
Intel's Q2 revenue hit $16.1 billion, a 25% year-on-year increase and more than $1 billion above its guidance, driven by data center and AI business growth of 59%. CEO Lip-Bu Tan said the company's co…
AMD has launched six Ryzen AI Embedded X100 processors that adapt its Strix Halo architecture for robots and autonomous machines, with the flagship X199 featuring 16 Zen 5 cores, 40 RDNA 3.5 compute u…
Intel and AMD are signing longer-term purchase commitments with Chinese server customers for data-center processors as prices rise, with some agreements covering about one year and discussions of two …
Intel CEO Lip-Bu Tan acknowledged the company must catch up to rivals AMD and Arm, aiming to 'leapfrog' them in CPU architecture, during Intel's Q2 earnings call where it reported $16.1 billion revenu…
Intel reported $16.1 billion in Q2 2026 revenue, up 25% year over year, its fastest quarterly growth since 2011, driven by a 59% surge in its Data Center and AI segment to $6.3 billion. CEO Lip-Bu Tan…
Asian stocks fell on a technology-led sell-off as investors questioned returns from AI spending, with the MSCI Asia-Pacific Index declining 0.8% after gauges in Japan, South Korea and Australia slippe…
Intel recorded its fastest revenue growth in 15 years in the second quarter of 2026, with revenue up 25% year-over-year and a 59% increase in its data center and AI business, driven by surging demand …
Intel Foundry could capture AI chip packaging demand as TSMC's CoWoS capacity constraints persist, according to I/O Fund lead tech analyst Beth Kindig. TSMC held 73% of pure foundry market share in Q1…