Intel is dealing with sliding sales and the unenviable position of having to take on market leader Nvidia in the AI space.
Micron Technology Inc., the largest US maker of computer memory chips, surged in late trading after giving surprisingly ...
The Intel Xeon 6900 P-core series, as the chips are known, offers up to 128 cores for extremely intense AI workloads, ...
Micron Technology forecast first-quarter revenue above market estimates on Wednesday, betting on strong demand for its high bandwidth memory (HBM) chips used by the AI industry. The ...
Nvidia CEO Jensen Huang was featured in a reaction video complimenting the features of Meta's new "Orion" prototype glasses, ...
Micron Technology forecast first-quarter revenue above Wall Street estimates on Wednesday, betting on strong demand for its ...
The last major semiconductor shortage happened during the Covid-19 pandemic amid supply chain disruption and a rise in demand ...
Analyst Edward Yang initiated coverage of two semiconductor infrastructure companies, Onto Innovation and Ultra Clean ...
The next great chip shortage could be caused by the rapid growth in Artificial Intelligence (AI) platforms, services, and ...
This deficit in the supply of chips and chip-making tools means investors can shift their focus to physical transistors. These makers of "picks-and-shovels" wafer fab equipment can help solve the ...
The San Francisco A.I. start-up believes there is not enough computing power on Earth to build the artificial intelligence it ...
Bain projects demand for graphics-processing units will climb to the equivalent of 3 million of Nvidia’s next-generation ...