Chinese hedge funds that made big gains on AI stocks are starting to reduce exposure, with Shanghai Everlead Capital trimming positions in optical communications and advanced packaging after its Growt…
ASML Holding NV reported second-quarter revenue of 9.33 billion euros and net income of 2.92 billion euros, beating analyst estimates of 8.80 billion euros and 2.62 billion euros respectively, driven …
Dynabook Americas, Inc. announced the Portégé Z40L-P, a premium Copilot+ PC with Intel Core Ultra Series 3 processors, Intel Wi-Fi 7, and a user-replaceable 56Wh battery, starting at $2,170 MSRP. Sele…
ASML reported second-quarter sales of €9.33 billion, beating the €8.8 billion consensus, with net income of €2.92 billion, and raised its full-year guidance to €43-45 billion from €36-40 billion, deli…
A selloff in AI chip stocks erased over $1 trillion in combined market value in July 2026, with the Philadelphia Semiconductor Index dropping roughly 10%, as custom silicon from Amazon, OpenAI, and ot…
ASML Holding NV reported Q2 2026 revenue above Wall Street's consensus forecast of roughly $10.27 billion to $10.28 billion, driven by demand for AI-capable semiconductors, with earnings per share exp…
ASML raised its full-year 2026 net sales guidance to €36 billion–€40 billion, driven by surging demand for AI-capable chips, as the Dutch semiconductor equipment manufacturer reported Q1 2026 net sale…
Kalshi is building a tool to predict the future price of computing power, according to Bloomberg. The prediction market platform will analyze weekly and monthly compute contracts using an algorithm to…
A record 82% of fund managers call AI the most crowded trade, according to Bank of America's latest survey, yet investor conviction on both sides of the AI debate has never been higher. The Magnificen…
AI-capable PCs made up roughly 20% of PC shipments in 2024 and are projected to approach half of the market by 2026, according to Counterpoint Research, but most users still run AI tasks through cloud…
Intel's Arc Pro B70, priced at $949 for 32GB of GDDR6 but now selling above $1,100 due to market shortages, offers up to 85% higher token throughput and 6.2x faster time-to-first-token versus NVIDIA's…
Amazon has discounted the Skytech Gaming King 95 desktop PC, powered by an Intel Core Ultra 7 270K Plus processor and an Nvidia GeForce RTX 5080 graphics card, to $3,149.99, down from $3,303.90. The s…
AMD and Intel have co-authored the ACE (AI Compute Extensions) specification, a jointly owned matrix ISA for x86 that freezes a new instruction set aimed at inference-friendly formats and outer-produc…
CUDA remains the dominant language for GPU compute in AI and HPC, but teams facing NVIDIA card scarcity or multi-vendor fleets have three main options: drop-in layers like ZLUDA for binary compatibili…
Intel announced a €5 billion ($5.7 billion) capital investment at its Leixlip campus in Ireland to expand production output for AI and high-performance computing, upgrading existing fabrication facili…
Taiwan's Intellectual Property and Commercial Court sentenced former TSMC engineer Chen Li-ming to 10 years in prison on April 27, 2026, for leaking 2-nanometer chip secrets to Tokyo Electron's Taiwan…
Intel is investing €5bn ($5.7bn) to upgrade its Leixlip campus in Ireland, adding leading-edge equipment and automated track systems to boost production of Intel 3 silicon for Xeon 6 processors and fu…
VRAM capacity and memory bandwidth, not AI TOPS, are the decisive specs for local LLM inference in mid-2026, according to an analysis by Ji-ho Choi. NVIDIA's RTX 5090 leads with 32 GB VRAM and 1792 GB…
A quiet shift is pushing central processing units (CPUs) back into the spotlight for AI inference workloads, driven by total cost of ownership and edge AI demands. Major chipmakers including Intel, AM…
The x86 Ecosystem Advisory Group has released a whitepaper and specification for ACE (AI Compute Extensions), a new accelerator type for Intel's AMX instruction set that introduces outer product instr…