Advanced Micro Devices is positioning itself for inference, which is predicted to be the larger TAM compared to training.

Funding surges, key acquisitions by Amazon & Stripe, and major moves from startups like Perplexity AI & BrightAI.

Key Takeaways NVIDIA leads the AI hardware market with strong revenue growth and dominant GPU technology.Broadcom offers stable returns through custom AI chips ...

Bank of America AMD stock upgrade is turning heads as the chipmaker gains serious traction in the booming AI space. AMD's data center sales surged 57% to $3.7 billion, and with the U.S. now allowing ...

Intel (NASDAQ: INTC) has signaled it may exit the advanced chip manufacturing business if it fails to secure major external ...

New CEO Lip-Bu Tan said on Thursday the company's engineers were busy working with customers to jump-start its ...

Tech giant Intel has announced plans to eliminate approximately 24,000 jobs—roughly 22–25 percent of its workforce—by the end ...

TSMC becomes the first Asian firm since 2007 to hit a $1 trillion market value, driven by surging global demand for AI chips and U.S. expansion.

Intel Corporation's latest Q2 earnings have embedded several bombshell updates to its turnaround strategy. Click here to find ...

Advanced Micro Devices (AMD) is gearing up to ship its next-generation artificial intelligence (AI) GPUs by year-end, making ...

FuriosaAI, a rising South Korean chipmaker, is quietly emerging as a serious Nvidia challenger in the AI hardware world. After turning down Meta’s $800M offer, FuriosaAI partnered with LG to power its ...

Intel Corporation, NVIDIA Corporation, ASML Holding NV, Advanced Micro Devices Inc. Read 's Market Analysis on Investing.com ...