Larry Dignan, editor in chief at Constellation Research's Constellation Insights, captured this view in an analyst note that ...
Situational Awareness LP, the AI-focused hedge fund led by Leopold Aschenbrenner with Carl Shulman as research lead, disclosed a 9.4% position in Core Scientific (CORZ), filing an amended Schedule 13D ...
The company’s innovations, showcased at the OCP Global Summit, are designed to drive the latest AI-based data centers.
TSMC reported strong third-quarter earnings, with executives pointing specifically to the "mega trend" of AI as the force powering its stellar results.
Key Points Broadcom (AVGO) has shifted from smartphone chips to a leading AI infrastructure provider, competing with Nvidia.