The company reportedly said that three of four hyperscalers would make up more than 10% of its revenue in the coming quarters, including two new hyperscaler customers.
Navitas Semiconductor's AI chip boom has powered this ETF to a stunning surge. Here's how the small-cap chipmaker became the newest star of the AI ETF rally.
Jensen Huang said the home-made Blackwell wafer fulfills President Trump’s reindustrialization vision — to bring back manufacturing to America, to create jobs.
According to a CNBC report, Jefferies reaffirmed its “Buy” rating on the stock, underscoring how rival firms are still trailing the company’s advanced ecosystem.
Needham said TSMC's Q3 revenue not only surpassed the top end of its guidance range but also held firm on margins, despite concerns about currency-related impacts.
The xAI deal reportedly envisions a $2 billion contribution by Nvidia, as the former plans to raise $7.5 billion in equity and $12.5 billion in debt financing.
Most analysts viewed the OpenAI deal as signaling the potential broader adoption of AMD’s AI chips across OpenAI’s cloud service provider partners and among other players.
