14+ hour, 32+ min ago   (631+ words) Nvidia and AMD are the two leading GPU designers for artificial intelligence (AI) workloads. Elon Musk has spoken highly about Nvidia's GPUs in the past, and did so again during SpaceX's earnings call. Nvidia GPUs are now used in operations…...

19+ hour, 47+ min ago   (854+ words) Penguin Solutions' CXL products are quickly gaining momentum in AI data centers. MaxLinear's CEO expects at least two more years of high revenue growth. Aehr Test Systems is getting a lot of interest from hyperscalers and chipmakers. 10 stocks we like…...

23+ hour, 13+ min ago   (841+ words) Speaking at Citi's technology conference on Tuesday, Sept. 8, AMD's chief financial officer said the company's total addressable market could reach $2 trillion to $3 trillion by 2030. AMD had cited a figure of about $2 trillion since its Advancing AI event in late July....

1+ day, 11+ hour ago   (367+ words) By Krystal Hu and Milana Vinn Sept 11 (Reuters) - Anthropic is in talks to bring Nvidia as an anchor investor into what could be the largest IPO in history, two people familiar with the matter told Reuters. Anthropic is seeking to…...

1+ day, 23+ hour ago   (337+ words) When Nvidia (NVDA) CEO Jensen Huang makes a big prediction, you would be hard-pressed to see him pull back on it at a later date. Especially when it looks to be dead-on accurate. Huang reiterated his expectation that the size…...

1+ day, 16+ hour ago   (371+ words) Alphabet just made available an app that will put Gemini AI on your PC. The app activates with a simple keyboard shortcut. Google search on your laptop. YouTube on your TV. Chrome on your phone. It often feels -- and probably…...

1+ day, 17+ hour ago   (282+ words) The first wave of Google’s touted Googlebooks seems ever more impending, with leak after leak telling us these are more than mere next-gen Chromebooks. Yet another deluge of data from a previously exposed “Lenovo Googlebook 15” shows us Google is really…...

1+ day, 11+ hour ago   (348+ words) Microsoft's strong rally has returned it to a proper valuation range. The best time to buy Microsoft has passed. To pull Microsoft from the depths of those troughs took a major rally, but will that rebound stop short of lifting…...

2+ day, 5+ hour ago   (328+ words) Chinese artificial intelligence chipmaker Enflame Technology soared more than 223% in its Shanghai debut on Friday after raising 6.12 billion yuan ($912 million) in its initial public offering. The Tencent Holdings Ltd. (OTC:TCEHY) backed chipmaker opened at RMB 410 ($61.13) and rose to as…...

1+ day, 18+ hour ago   (970+ words) Dycom benefits from multi-year fiber and data center infrastructure demand cycles. 10 stocks we like better than Dycom Industries › When a large-scale data center project breaks ground, it needs more than just servers. It requires a vast, hidden web of fiber…...