Intel reported $16.1 billion in Q2 2026 revenue, up 25% year-over-year, and non-GAAP EPS of $0.42, beating Wall Street estimates of $14.43 billion and $0.21, but shares fell 7.9% to $92.32 after the c…
Microsoft has open sourced ML Video Codec (MLVC), a neural network-based video codec that reduces bandwidth to about one-eighth of H.264 while maintaining comparable quality, using Neural Processing U…
The Acer Predator Helio Neo 14 AI gaming laptop, featuring a Core Ultra 9 285H processor and RTX 5070 GPU, has dropped to $1,989.03, its lowest price in 30 days, following a 5% price cut. The 14.5-inc…
Best Buy is discounting Microsoft's Copilot+ AI laptops by up to $730 for back-to-school shoppers, with prices starting at $329.99, but the devices are designed to continuously collect user data, incl…
ChangXin Memory Technologies (CXMT) could more than double from Monday's close as the Chinese chipmaker expands its global DRAM market share to 18% by 2028, according to Nomura, which set a price targ…
Intel's experiments with agentic AI workloads reveal that enterprises should plan capacity using agents per virtual CPU (vCPU) density rather than agent count, and monitor agent task latency instead o…
Best Buy's back-to-school sale offers up to $730 off Copilot+ PCs and gaming laptops, with prices starting at $329.99. The deals include newer Copilot+ PCs powered by AMD's Ryzen AI 400-series and Int…
Intel is preparing another round of layoffs in its data center group, which supplies processors for AI infrastructure, despite reporting $5.1 billion in first-quarter 2026 data center and AI revenue, …
AMD CEO Lisa Su said the total addressable market for AI products will grow 45% a year through 2030 to $1.4 trillion, up from her previous estimate of $500 billion six months ago, driven by surging de…
Nvidia has posted a 15,333% total return over the past decade, the highest in the S&P 500, driven by its dominance in AI infrastructure with GPUs for training and inference. In 2025 alone, Nvidia acco…
Nvidia shares have risen only 10% since the start of the year, lagging behind memory makers SK Hynix and Samsung Electronics, as competition intensifies and investment shifts to other parts of the AI …
Alphabet's Q2 earnings revealed capital expenditures of over $78 billion in the first half of the year, with total 2026 spending expected between $195 billion and $205 billion, mostly on data centers …
Punjab has become the first Indian state to mandate Artificial Intelligence as a core subject across all government schools from Class 1 to Class 12, effective immediately, covering over 25,000 school…
AMD's stock surged 142% in the first half of 2026, far outpacing Nvidia's 4% gain, even though Nvidia still commands 87.4% of AI data center GPU revenue according to Axis Intelligence. AMD's data cent…
Nvidia and Google are converging their flagship AI chips on TSMC's N3 node, which TSMC says will remain tight for multiple years, creating an opening for Intel's 18A and 14A processes. TSMC's N3 capac…
Nvidia dominated the AI chip race in the first half of 2026, capturing 85% of the data center AI chip market, according to a report from Mercury Research. AMD held 10% and Intel 5%, with Nvidia's reve…
Nvidia commands up to 81% of AI accelerator revenue in the first half of 2026, with data center sales projected to exceed $150 billion for the year, but its stock gained only 15% while AMD surged roug…
Intel reported $16.1 billion in Q2 2026 revenue, up 25% year-over-year, marking its strongest revenue growth in more than 15 years, but posted an $11.0 billion GAAP net loss due to a $12.529 billion m…
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…