TSMC Revenue Surges 30% in May on Relentless AI Demand. TSM Stock Is Still Undervalued Here.
TSMC reported a 30% revenue surge in May, driven by relentless AI demand, and analysts argue the stock remains undervalued despite the growth.
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TSMC reported a 30% revenue surge in May, driven by relentless AI demand, and analysts argue the stock remains undervalued despite the growth.
A developer explores the complexity of running a "Hello, World!" program on a heterogeneous system where a host processor launches code on a different target architecture, such as a DSP or AI accelerator. The process inv…
Nebius Group N.V. reported Q1 2026 revenue of $399 million, a 6.8x year-over-year increase, driven by its AI Cloud business which now represents 98% of revenue with a 45% adjusted EBITDA margin. The company broke ground …
Nvidia raised the price of its RTX Pro 6000 Blackwell GPU to $13,250, a 55% increase over MSRP from a year earlier, driven by surging demand amid the AI boom.
Cerebras Systems has developed AI chips that rival Nvidia's GPUs in performance, as demonstrated in a new video. The breakthrough positions Cerebras as a strong competitor in the AI hardware market, challenging Nvidia's …
SpaceX's valuation hinges on Elon Musk's unmatched data center construction capabilities, the cost differences between terrestrial and space facilities, and energy storage innovation, according to macro investor Jordi Vi…
US imports of data center equipment surged 109% between 2020 and 2025 to $653.1 billion, driven by AI demand, reshaping global trade and boosting Asian exporters like Taiwan, Mexico, and Vietnam. Taiwan's trade surplus w…
SambaNova Systems launched a European sovereign AI inference platform that offers managed, dedicated, and on-premises deployment options with full data residency in German infrastructure. The platform delivers up to 10x …
AMD opened preorders for the Ryzen AI Halo developer mini PC at $3,999, featuring a Ryzen AI MAX+ 395 SoC with 128 GB unified memory, 2 TB storage, and a 50 TOPS NPU. The platform targets local AI development, claiming s…
A new scenario warns that Europe is on track to lose its ability to shape its own future due to misjudging the speed and scale of AI, leading to economic and political sidelining by 2031. The report details how Europe's …
Anjney Midha, founder and CEO of AMP, said AI development is consuming unprecedented resources and that big companies dominate the landscape due to their ability to justify massive spending on AGI. He emphasized that acc…
Japan committed $2.65 billion to Rapidus for advanced semiconductor fabrication, while Chinese AI software gains cost competitiveness against US models, as global semiconductor sales surged 93.9% year-over-year in April,…
Microsoft and OpenAI are planning to deploy hundreds of thousands of NVIDIA GB200 GPUs, alongside their custom Maia AI chips, as part of massive infrastructure expansion. Hyperscaler capital expenditure remains in the hu…
Google Cloud announced an expansion of its co-engineered infrastructure with NVIDIA, including early access to the Vera Rubin platform in the second half of 2026, while also advancing its custom TPU roadmap through a Bro…
Epic Semi announced the Contrail Compute AIX, the first RISC-V AI execution platform, designed to run AI inference workloads on open-standard RISC-V architecture. The platform aims to provide a flexible and efficient alt…
Vilius Vystartas argues that the unified global internet is being replaced by sovereign AI zones, driven by US export controls on AI chips and models. The January 2025 AI Diffusion Rule created a three-tier world, forcin…
AMP PBC, a public benefit corporation founded by Anjney Midha, is building a shared GPU network to pool idle chips from data centers and lower AI compute costs. The company has secured $1.3 billion in funding commitments…
CoreWeave will join the Nasdaq-100 Index on June 22, 2026, just 15 months after its IPO, marking a rapid ascent from a crypto mining startup to an AI cloud infrastructure leader. The company reported $2.1 billion in Q1 2…
MSI's RTX 5080 Inspire 3X OC graphics card has dropped to its lowest price in months on Amazon, now available for $1,229.79—a 14% discount saving $200 off the regular $1,429.99. The deal offers a high-performance Blackwe…
China's export curbs on tungsten have caused the price of tungsten hexafluoride, a critical gas for AI chip manufacturing, to triple year-on-year, threatening Japan's semiconductor supply chain. Japanese producers Showa …