AWS faces a "fundamental" shift in how startups are allocating their cloud budgets, one of the documents warned earlier this ...

TSMC raises its full-year revenue forecast and posts record profits, driven by surging global demand for AI chips and strong ...

Working-class investors are flocking to stocks, betting and crypto, beneficiaries of a new age of democratic finance—or the ...

In discussing the “long-run need” for the tech industry’s massive AI data center buildout, Arm executive Mohamed Awad ...

Taiwan Semiconductor reports strong earnings, driven by high demand for advanced processor technologies critical to AI applications.

Larry Dignan, editor in chief at Constellation Research's Constellation Insights, captured this view in an analyst note that ...

Broadcom (NASDAQ:AVGO) has transformed from a smartphone chip stalwart to a formidable AI powerhouse rivaling giants like ...

OpenAI's capital expenditures related to its deals with chipmakers could jump to $1.3 trillion by 2030, Citi analysts say.

TSMC reported strong third-quarter earnings, with executives pointing specifically to the "mega trend" of AI as the force ...

In yet another sign of AI's staying power, Oracle Cloud Infrastructure (OCI) announced that it is picking up 50,000 AMD ...

Today’s AI surge is built on real profits and infrastructure, not speculation. Semiconductor demand spans GPUs, memory, and ...

Micron is also growing into a major player in the market for high-bandwidth memory, which is in high demand from chip makers such as Nvidia for its next-generation chips for AI training and ...