GadgetsfromTheregister3 hours agoSamsung execs fear impact of US tariffsSamsung's Q1 results exceeded expectations, driven by preemptive buying before impending US tariffs.
Artificial intelligencefromBusiness Insider2 months agoAmazon CEO says cloud business would have grown faster if it had more AI chips, power, and server componentsAWS growth is hindered by data center capacity constraints emphasizing AI chip shortages and energy issues.Amazon is committing $105 billion in capital expenditures to meet increasing AI demand.
fromBusiness Insider6 months agoArtificial intelligenceAMD CEO Lisa Su says GPU and CPU sales are nearly equal. Wall Street thinks that's not enough.AMD's GPU sales are rapidly growing, approaching CPU sales due to high demand in AI data centers.
fromTheregister2 weeks agoNYC startupHyperscale sustainability is looking like a Hail MaryBig Tech's increasing data center emissions threaten sustainability pledges amid rising AI demand and power consumption.
Artificial intelligencefromBusiness Insider2 months agoAmazon CEO says cloud business would have grown faster if it had more AI chips, power, and server componentsAWS growth is hindered by data center capacity constraints emphasizing AI chip shortages and energy issues.Amazon is committing $105 billion in capital expenditures to meet increasing AI demand.
fromBusiness Insider6 months agoArtificial intelligenceAMD CEO Lisa Su says GPU and CPU sales are nearly equal. Wall Street thinks that's not enough.AMD's GPU sales are rapidly growing, approaching CPU sales due to high demand in AI data centers.
fromTheregister2 weeks agoNYC startupHyperscale sustainability is looking like a Hail MaryBig Tech's increasing data center emissions threaten sustainability pledges amid rising AI demand and power consumption.
fromFortune6 months agoArtificial intelligenceNvidia supplier leads chip rally despite geopolitical fearsTSMC's strong earnings driven by AI demand signal a positive outlook for the semiconductor industry despite geopolitical concerns.
fromwww.mercurynews.com1 month agoTech industryMicron's shares fall after memory chip pricing hits harginsMicron Technology's shares fell as margins missed estimates, despite strong revenue forecasts, impacted by NAND pricing fluctuations.
fromComputerworld5 months agoMiscellaneousIntel's CHIPS Act grant reduced as production delays and losses mountIntel delays its Ohio chip project until the end of the decade, affecting confidence in meeting demand in the evolving tech landscape.
fromFortune6 months agoArtificial intelligenceNvidia supplier leads chip rally despite geopolitical fearsTSMC's strong earnings driven by AI demand signal a positive outlook for the semiconductor industry despite geopolitical concerns.
fromwww.mercurynews.com1 month agoTech industryMicron's shares fall after memory chip pricing hits harginsMicron Technology's shares fell as margins missed estimates, despite strong revenue forecasts, impacted by NAND pricing fluctuations.
fromComputerworld5 months agoMiscellaneousIntel's CHIPS Act grant reduced as production delays and losses mountIntel delays its Ohio chip project until the end of the decade, affecting confidence in meeting demand in the evolving tech landscape.
from24/7 Wall St.1 month agoStartup companiesLive Nasdaq Composite: Stocks Lack Conviction, NVDA, AAPL and AVGO RiseStocks are moving cautiously after mixed jobs data, while major tech firms continue to demonstrate resilience and forward-looking strategies.
from24/7 Wall St.2 months agoMiscellaneousAMD (AMD) Did a Good Job Catching Up to Nvidia (NVDA) but Data Center Revenue Spells Disaster for the StockAMD's disappointing data center revenue prompts concerns about AI demand and future growth in the tech sector.
Startup companiesfrom24/7 Wall St.1 month agoLive Nasdaq Composite: Stocks Lack Conviction, NVDA, AAPL and AVGO RiseStocks are moving cautiously after mixed jobs data, while major tech firms continue to demonstrate resilience and forward-looking strategies.
from24/7 Wall St.2 months agoMiscellaneousAMD (AMD) Did a Good Job Catching Up to Nvidia (NVDA) but Data Center Revenue Spells Disaster for the StockAMD's disappointing data center revenue prompts concerns about AI demand and future growth in the tech sector.
from24/7 Wall St.3 months agoBusinessWhy ASML Stock Is Popping TodayASML's strong earnings and net bookings indicate robust demand for chipmaking tools despite competition in AI.
fromTheregister3 months agoMiscellaneousBidders sought to restart abandoned SC nuclear power projectRenewed interest in South Carolina's abandoned nuclear reactors may be spurred by the growing demand for energy to power AI datacenters.
Applefrom24/7 Wall St.6 months agoNvidia Surges to Pass Apple in Market CapNvidia's market cap is surging, driven by AI demand, while Apple struggles with stagnant sales and disappointing product launches.
from24/7 Wall St.6 months agoBusiness2 Semiconductor Stocks That Could Pop on Earnings This WeekEarnings reports for semiconductor stocks this week may significantly influence market trends and AI demand going forward. Investors should prepare for potential volatility.
Artificial intelligencefromTechRepublic7 months agoAI Surge Could Trigger Global Chip Shortage by 2026A new global chip shortage could arise due to surging demand for AI products outpacing supply capabilities.AI-related services might drive demand for substantial investment in data centre capacity.
Artificial intelligencefromTheregister10 months agoHPE sales rise was brought to you by the letters A and IAI demand boosts HPE's share price by 15%