Within the AI stack, Wilson sees notable activity outside the incumbent GPU leader. He cites hyperscalers’ in-house silicon ...
Nvidia CEO Jensen Huang’s meeting with Taiwan Semiconductor signals surging AI demand and suggests Nvidia is securing the additional chip supply needed to fuel its next major phase of growth.
AMD has scored some big data center customers recently, including a 6-gigawatt deal with OpenAI and a plan to provide Oracle ...
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Taiwan Semiconductor Hikes Dividend, Approves $15 Billion Spending Plan For New Chip Factories
TSMC raised its quarterly dividend 20% after reporting record profit and approving a nearly $15 billion capital plan to ...
xAI and OpenAI each plan to have at least one million GPUs online by the end of 2025. xAI estimates it will have two million ...
Artificial intelligence (AI) is expected to add $40 trillion in operating efficiencies to the global economy over the long ...
Taiwan's economy could grow close to 6 per cent this year given the unexpected strong performance in the third quarter, the ...
It will spend around $41bn on capital expenditures this year, of which more than two-thirds is allocated to the types of ...
These stocks have modest valuations in the tech sector and incredibly strong businesses set to thrive thanks to their AI ...
Arizona has become a unique hub, the only place in the world where both Taiwan Semiconductor Manufacturing Co. (TSMC) and ...
SoftBank is the world's biggest technology investment management group, and it's just pulled its entire $5.83 billion stake ...
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