A new rumor suggests Samsung could be manufacturing the Snapdragon 8 Gen 5 for Galaxy, potentially impacting performance and efficiency. This would mark a shift from recent trends where TSMC handled the production of fl…
Qualcomm's adoption of Arm's latest AI chip technology is poised to significantly impact Arm's valuation. The move signals strong confidence in Arm's architecture and could drive further adoption across the industry, bo…
OpenAI is reportedly committing billions to acquire custom AI chips from Broadcom, diversifying its supply chain and reducing reliance on Nvidia. This strategic investment aims to enhance OpenAI's control over AI model …
OpenAI's partnership with Broadcom to develop custom AI chips signals a strategic move towards internalizing hardware development and reducing reliance on Nvidia and AMD. This collaboration could reshape the AI chip mar…
The Dutch government's recent intervention in Nexperia, a Dutch chipmaker owned by a Chinese entity, highlights increasing anxieties surrounding semiconductor supply chain security. This move reflects a broader trend of…
The surge in demand for AI-related memory solutions has propelled SK Hynix and Samsung Electronics to new financial heights. Increased demand for high-bandwidth memory (HBM) and advanced memory chips is cited as the pri…
Wall Street analysts are increasingly bullish on Nvidia's stock, driven by its dominance in the AI chip market. Price target hikes and trillion-dollar market cap forecasts suggest continued growth. The analysis focuses …
Nvidia CEO Jensen Huang expressed surprise at AMD's reported offer of 10% of the company to OpenAI. This article analyzes the potential motivations behind AMD's offer, Nvidia's reaction, and the broader implications for…
AMD's stock surged after announcing a major deal with OpenAI to supply AI chips and form a strategic partnership. This move positions AMD as a stronger competitor against Nvidia in the rapidly growing AI chip market, po…
Despite ongoing shutdown anxieties, Nvidia's strong performance is significantly boosting the S&P 500 and Nasdaq. This analysis explores the factors behind Nvidia's success and its impact on the broader market.
Oracle's stock dipped due to reports of thin margins on Nvidia chips used in their cloud infrastructure, raising concerns about the profitability of their cloud business and contributing to broader market anxieties refl…
Oracle's cloud business is showing promising growth, fueled by strategic acquisitions and a focus on AI infrastructure. However, challenges remain, particularly in securing sufficient Nvidia GPUs to meet growing custome…
Xiaomi officially launches in Australia, bringing the highly anticipated 15T and 15T Pro smartphones to the market. Expect competitive pricing and feature-rich devices.
Rumors suggest Meta is considering acquiring Rivos, a chip startup, to bolster its AI capabilities and reduce reliance on external chip suppliers. This move could significantly impact Meta's future AI development and ha…
Rumors suggest Meta is considering acquiring Rivos, a startup specializing in RISC-V based chips, to bolster its AI chip development efforts and reduce reliance on external vendors.