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Discover why Google leads global AI innovation, dominates cloud infrastructure, and is undervalued in the market. Click here ...

Brad and Bill on the BG2 Podcast describe the AI CapEx bubble. The explosive growth in AI investment—especially in data ...

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

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

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.

I believe that Arista Networks may continue benefiting from the multi-year cloud supercycle. Click here to read why ANET ...

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 ...

Broadcom ( AVGO 2.09%) became the latest chipmaker to see its stock jump after announcing a partnership with ChatGPT owner ...

Major stock indexes ended mostly higher after volatile trading Wednesday, as big banks' results continued to impress.