Intel Corp. INTC is reportedly pressuring PC makers to adopt its newer 18A-based processors as the supply of older Intel 7 ...
The hyperscalers may not be profiting yet from their massive infrastructure spending, but the hardware companies are.
The boom in data center construction is taking up much of the supply of high-tech components, especially processor and memory chips. This demand is squeezing consumer device makers, which are having ...
Shares of Chinese AI chip maker Montage Technology soared in Shanghai and Hong Kong amid buoyant sentiment as the global AI infrastructure buildout gathers pace.
May 21 (Reuters) - Anthropic is in talks to rent servers powered by Microsoft-designed chips to meet rising demand for its AI ...
SK Hynix is a top supplier of memory chips to Nvidia, whose AI accelerators have become the backbone of the AI race.
The windfall earned by Asian chip makers is coursing through the world economy, mirroring on a global scale the circular flow ...
Hyperscaler AI budgets have to land somewhere. They land at the chip designers and at the one company whose tools make ...
Investors are driving big gains in companies making components vital to AI infrastructure.
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