The global computer microchip market is projected to nearly triple to $74.70 billion by 2035 from $30.03 billion in 2025, growing at 9.54% annually, according to SNS Insider data released via GlobeNew…
The U.S. Commerce Department announced $874 million in proposed funding for seven companies developing AI-related memory, packaging, photonics, and materials, taking minority equity stakes in each. Th…
CoreWeave signed a multi-year agreement with Solidigm, the Intel-spun-off flash storage maker, guaranteeing priority access to solid-state drives as CoreWeave races to build out data centers fast enou…
Major technology companies like Meta are increasingly turning to special purpose vehicles (SPVs) and private investment groups for AI data center financing, paying a premium of 2-3% over traditional i…
Advanced Micro Devices shares fell 7.4% in premarket trading Wednesday, erasing about $61.1 billion in market value, after the company's third-quarter revenue forecast of about $13 billion, while abov…
Former Intel CEO Pat Gelsinger, now a general partner at Playground Global, said at Ai4 2026 that today's GPUs are power inefficient and computationally limited, arguing that AI's future depends on im…
Broadcom and Nvidia have moved co-packaged optics (CPO) into production, with Broadcom's Tomahawk 5-Bailly as the first volume-production CPO solution and Nvidia's Spectrum-X Ethernet Photonics switch…
SpaceX CEO Elon Musk announced on Wednesday's earnings call that the company will exclusively use Nvidia GPUs, citing the Vera Rubin architecture as the best AI computer. SpaceX reported Q2 revenue of…
Intel shares jumped 10% on August 4, 2026, to close at $99.74, lifting the broader chip sector and increasing the paper value of the U.S. government's 10% stake in the company to more than $40 billion…
Jane Street has released a new puzzle challenging participants to reverse engineer an ASIC from its GDS layout, recover the netlist, determine the chip's purpose, and find a hidden string output. The …
AMD reported $11.5 billion in revenue for the quarter, up 50% year-over-year, driven by AI demand, with data center revenue more than doubling and now representing 58% of total revenue. CEO Lisa Su re…
The Trump administration is drafting a ban on U.S. imports of Chinese-made optical transceivers, a critical component in data centers powering AI, according to Reuters. The Federal Communications Comm…
Cisco Systems introduced Cisco Compatible Solutions for AI, a program combining its infrastructure with an ecosystem of independent software vendors to help organizations deploy AI across industries. …
Advanced Micro Devices (AMD) forecast third-quarter revenue of roughly $13 billion, surpassing analyst expectations of $12.52 billion, driven by surging demand for its AI data-center chips. The compan…
Nvidia Corp. is open-sourcing its cuFile APIs and software stack to accelerate GPU access to AI storage and memory systems, and is leading a new 40-vendor initiative called Storage-Next to standardize…
Semiconductor stocks rallied Tuesday, with the PHLX Semiconductor Index surging over 6% and the S&P 500 reaching record highs, as Marvell Technology launched new AI-optimized memory products at the Fl…
The U.S. National Science Foundation has launched a $100 million program to build state and regional AI infrastructure hubs, with NVIDIA, AMD, Intel, and Dell Technologies among the private-sector par…
SOXL, the Direxion Daily Semiconductor Bull 3X ETF, jumped 18% as semiconductor stocks rebounded on AI spending outlook, with Micron, Intel, and AMD each gaining more than 7%. The rally follows a shar…
NVIDIA Corporation announced at the Future of Memory and Storage conference that it is open sourcing its cuFile APIs and the vertical storage software stack underneath them, enabling GPUs to read from…
Investor Michael Burry, famed for 'The Big Short,' appears to have profited from his June 30 bet against the iShares Semiconductor ETF (SOXX), which fell 21% to $505 by July 31 after he shorted it at …