Meta has agreed to spend billions of dollars on millions of Nvidia’s chips in a multiyear deal, as the world’s biggest chips group tries to maintain its dominance of the market for AI data centre ...
The booming demand for custom AI processors in data centers is a major tailwind for the company discussed in this article.
OpenAI executives have repeatedly signaled, both publicly and privately, that the only factor limiting the company’s revenue growth is access to computational resources. Chief Financial Officer Sarah ...
Cisco Systems (NASDAQ:CSCO) on Tuesday introduced a new chip and router designed to accelerate data movement inside ...
The semiconductor sector has become shorthand for the AI boom, and Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) sits at the center of that trade. Trading at $64.24 per share as of February 9, 2026, ...
ByteDance has entered talks with Samsung to manufacture custom AI chips as US export controls push the TikTok parent toward ...
Alibaba Group Holding Limited (NYSE: BABA) is ramping up its push into consumer-facing artificial intelligence, committing billions of yuan to a Lunar New Year promotion. Alibaba said it will spend 3 ...
This year’s slide underscores the impact of shrinking listings, stagnant house prices, and low-cost rivals as investors fret about rising competition and the investment required for Hemnet to maintain ...