NVIDIA is a semiconductor company best known for its GPUs, which are the primary compute hardware for training and running AI models. Its H100 and A100 chips power the majority of AI data centers worldwide.
Chinese AI and chip companies are flooding domestic markets with IPOs as US restrictions block access to New York listings. Moore Threads Technology surged 425% on its Shanghai debut, MetaX Integrated…
US technology stocks fell sharply, with the Nasdaq dropping 2.2% and the S&P 500 declining 1.4%, as investors questioned whether massive spending on artificial intelligence will ever yield returns. Th…
HSBC raised its price target on Micron Technology to $1,700 from $1,100, marking the fifth increase this year, driven by surging AI memory demand. Micron's fiscal third-quarter revenue hit $41.46 bill…
Samsung Group plans to invest $646 billion over the next decade in semiconductors and AI data centers, marking one of the largest corporate investment commitments in South Korea's history. The investm…
Global markets fell as investor concerns mounted over potential slowdowns in AI demand and delays in OpenAI's initial public offering. OpenAI, whose private valuation surged to $852 billion, faces int…
Nvidia has launched the DGX Spark, a $4,699 mini PC featuring a full Blackwell data center GPU, aiming to revolutionize local AI computing by bringing enterprise-grade hardware to individual users.…
Apple is skipping the high-end M6 Pro and Max chips to fast-track its M7 family, aiming to deliver a massive leap in memory bandwidth and Neural Engine capacity for on-device AI. The base M7 will offe…
Retail investors poured a record $12 billion into US semiconductor ETFs in a single month through mid-to-late June 2026, a 1,200% surge since April, driven by the AI chip trade. The VanEck Semiconduct…
The Pentagon is formalizing AI's role in military targeting by revising classified doctrine and moving Project Maven to program-of-record status, with contract ceilings raised to nearly $1.3 billion. …
Amazon Prime Day has reduced the MSI Cyborg A15 AI gaming laptop with an RTX 5050 GPU to $1,009.99, its lowest price ever, down from $1,199.99. The deal offers a 16% discount on a laptop featuring an …
Micron Technology reported $41.46 billion in fiscal Q3 2026 revenue, quadrupling year-over-year and beating estimates, as its stock surged more than eightfold in a year amid AI-driven demand for high-…
Samsung Electronics and SK Hynix plan a $646 billion investment package to build a second major semiconductor cluster in South Korea, accelerating their timeline to 2034-2035 to meet explosive AI-driv…
Amazon's Prime Day deal has reduced the CyberPower Gamer Xtreme gaming PC by $330, bringing the price to $1,299.99. The system features an Intel Core i7-14700F processor, Nvidia RTX 5060 Ti graphics, …
OpenAI unveiled its first custom AI chip, Jalapeño, built with Broadcom, signaling a shift away from relying solely on Nvidia for inference compute. Meanwhile, Google fired developer Justin Poehnelt a…
AI inference is profitable, with frontier providers reporting 70%-80% gross margins, contradicting claims that it is unprofitable. Cost estimates show inference costs around $1 per million tokens, whi…
Qualcomm unveiled the Dragonfly platform, a China-specific data center chip designed to comply with US export restrictions while serving a market that generates 46% of its revenue. The platform includ…
Tenstorrent CEO Jim Keller claims his company's BlackHole Galaxy servers can outperform both GPUs and specialized AI hardware, including Nvidia and Cerebras, by solving AI inference as a networking an…
Qualcomm's stock rose after the chipmaker announced its entry into the AI data center market, signaling a strategic expansion beyond mobile chips. The move positions Qualcomm to compete with establish…
Michael Burry, the 'Big Short' investor, maintains a bearish short position on Palantir Technologies as of late June 2026, despite social media rumors of a closure. Burry's put options, first disclose…
Qualcomm unveiled a line of AI data center components and servers at its investor day, nearly doubling its fiscal 2029 non-handset revenue projection to $40 billion as it pivots from a smartphone chip…