#Semiconductors
50 articles with this tag
Cerebras IPO Tops $6.3 Billion
Cerebras Systems closes IPO, raising $6.38 billion and listing on Nasdaq under 'CBRS', highlighting demand for its advanced AI hardware like the WSE-3.
Cerebras IPO Soars 68% in Year's Biggest Public Debut
AI chipmaker Cerebras surged 68% after its IPO, the year's largest, with shares jumping from $185 to over $300, signaling strong investor confidence in its AI hardware technology.
Memory Chips Join AI Bottleneck
The AI boom has created a severe shortage and price surge for DRAM and NAND memory chips, impacting consumer electronics and benefiting memory manufacturers.
Cerebras CEO on $5.55B IPO: "Extraordinary Demand"
Cerebras CEO Andrew Feldman discusses the company's landmark $5.55 billion IPO, highlighting the "extraordinary demand" for its AI chips and its vertically integrated strategy.
Trump Admin's Tech Strategy with Jacob Helberg
Jacob Helberg, U.S. Under Secretary of State for Economic Affairs, discusses Pax Silica, an initiative to secure AI supply chains through international private sector collaboration.
Fractile Secures $220M for AI Chips
Fractile raises $220M to accelerate development of its specialized AI inference chips amidst intense market demand.
Nvidia CEO Joins Trump in China Amidst AI Focus
Nvidia's CEO joined Donald Trump in China, emphasizing AI and trade. A large delegation of CEOs aimed to address key economic and technological issues.
Nvidia, Nebius, SoftBank: AI Stock Movers
Nvidia faces export hurdles for its advanced AI chips, while Nebius Group sees massive revenue growth and SoftBank's OpenAI investment pays off.
AWS AI Chips: The Lingo You Need
Demystifying the hardware behind AI: Key terms like CPU, GPU, inference, and training are essential for understanding AWS AI chips.
Cerebras Seeks $4.8B IPO Amid AI Chip Demand
AI chipmaker Cerebras is reportedly seeking an increased IPO valuation of $4.8 billion, reflecting strong investor demand for AI infrastructure.
Cerebras Eyes $4.8B IPO Amid AI Chip Demand
AI chipmaker Cerebras is looking to raise $4.8 billion in an upsized IPO, signaling strong investor demand for AI infrastructure.
Cerebras Systems Eyes $4.8 Billion IPO Amid AI Chip Demand
AI chipmaker Cerebras Systems is targeting a $4.8 billion valuation for its upcoming IPO, signaling strong investor confidence in the demand for specialized AI hardware.
AI Race Not Enough; Application is Key, Says Reynolds
MIT's Elisabeth Reynolds argues that practical AI application is more critical than winning the AI race, stressing the need for US investment in key technologies.
Arm CEO Sees AI Demand Outpacing Smartphone Slump
Arm CEO Rene Haas discusses the company's surge in AI chip demand, projecting $2 billion in orders for its ARM AGI CPU, while the smartphone business faces a slowdown.
AMD Soars on AI Boom, Uber Climbs, DaVita Surges
AMD soars on AI demand, Uber climbs after strong earnings, and DaVita rises as a top healthcare performer.
AMD Soars on Blockbuster AI Forecast
AMD's stock price has surged following a blockbuster AI-fueled forecast, signaling strong demand for its AI chips and its growing competitiveness in the AI hardware market.
AMD's AI Forecast Fuels Stock Surge
AMD's stock soars following a strong AI-fueled forecast, signaling renewed market optimism and increased demand for its AI chip solutions.
AMD's AI Boom: Better-Than-Expected Sales Outlook
AMD's sales outlook is on the rise, fueled by robust demand for AI chips, particularly in the data center segment. The company is increasingly challenging its rivals in the competitive AI hardware market.
AI Designs Its Own Chips with Ricursive
Ricursive Intelligence's Anna Goldie and Azalia Mirhoseini discuss how AI is revolutionizing chip design, enabling faster and more efficient creation of specialized silicon.
AMD's AI Demand Fuels Blockbuster Forecast
Bloomberg Intelligence Senior Semiconductor Analyst Kunjian Sobhani discusses AMD's stock rally, driven by AI demand and the company's strategic investments in data center GPUs and supply chain components.
Corning & Nvidia AI Fiber Deal Powers Data Centers
Corning and Nvidia are partnering on a massive deal to supply advanced fiber optics for AI data centers, aiming to boost speed and efficiency.
AI Chip Surge Fuels Market Rally
Nvidia AI infrastructure leads a market surge, mirroring past tech cycles, while software valuations face headwinds and social media usage plateaus globally.
AI Hardware Spending Surges: Big Tech's AI Bets
Tech giants like Alphabet, Amazon, Meta, and Microsoft are boosting AI infrastructure spending, with Nvidia poised to benefit significantly.
Mosaic SoC raises $3.8M for spatial intelligence chips
Mosaic SoC raises $3.8M for chips that bring real-time spatial intelligence to devices, enabling advanced perception with minimal power consumption.
Amazon's Chip Business Surges Past $20B
Amazon's custom silicon business, including Trainium AI chips, is rapidly expanding, with an annual run rate exceeding $20 billion and significant future commitments.
AMD Plans Major AI Event for 2026
AMD announces its flagship "Advancing AI 2026" global conference for July 23, 2026, focusing on AI solutions and ecosystem development.
Qualcomm & OpenAI Partner on AI Smartphones
Qualcomm and OpenAI are reportedly partnering to develop AI-powered smartphones, with mass production anticipated in 2028.
Intel Stock Surges Past Dot-Com Peak on AI Demand
Intel's stock price has surged past its dot-com peak, fueled by AI-driven demand and CEO Pat Gelsinger's turnaround strategy. The company's foundry business and advanced packaging technologies are key growth drivers.
Intel's AI Push: Layoffs, New Chips, and a Race Against Time
Intel announces significant layoffs and a renewed focus on AI and foundry services amid a challenging earnings report, signaling a strategic pivot for the chip giant.
Intel, Meta, and 7-Eleven Make Market Moves
Intel's stock soared 26% on strong earnings, while Amazon and Meta inked a multi-billion dollar AI chip deal. 7-Eleven also entered the wedding catering business.
Meta Taps AWS Graviton for AI
Meta is significantly expanding its AI infrastructure by deploying tens of millions of AWS Graviton processors to power agentic AI workloads.
Meta Bets on AWS Graviton for AI
Meta is significantly expanding its use of AWS Graviton processors to power its agentic AI workloads, highlighting a shift towards CPU-intensive compute for complex AI tasks.
Apple's AI Ambitions and the Race for Compute
Apple is reportedly exploring significant cloud partnerships, including with AWS, to bolster its AI capabilities, indicating a strategic shift in its compute strategy.
Intel's AI Push: Analysts Weigh in on Growth and Challenges
Intel's stock surged on strong earnings, driven by AI demand. Analysts discuss Intel's competitive position and the challenges of meeting the booming AI chip market.
Intel's AI Chip Push: Betting on 14th Gen CPUs
Intel CEO Pat Gelsinger discusses the company's strategy to capitalize on the AI boom with its 14th Gen CPUs and integrated AI solutions.
Intel's AI Chip Demand: A Boon for Semiconductor Stocks?
Intel CEO Pat Gelsinger discusses the surging demand for Intel CPUs in AI inference and the company's strategy to leverage its integrated hardware offerings and partnerships for growth.
Intel CEO: AI Demand is Driving PC Market Recovery
Intel CEO Pat Gelsinger discusses the company's strong performance, driven by surging AI demand, and how it's outperforming competitors like Nvidia.
Intel's AI Push: Focus on Efficiency and Market Share
Intel CEO Pat Gelsinger discusses the company's strategy to capture AI market share with efficient processors like Gaudi 3 and integrated PC AI.
Intel's AI Push: What's Driving the Chip Giant's Turnaround?
Intel is making a strong push into the AI market, leveraging its manufacturing capabilities and foundry services to compete with industry leaders. Analysts discuss the company's strategy and its potential for growth.
Intel's AI Push: Demand Surge and Future Challenges
Intel CEO Pat Gelsinger discusses surging demand for AI accelerators and server CPUs, the PC market's AI-driven outlook, and the company's strategic positioning.
Google's AI Chip Race: Rapprochement with Nvidia?
Google Cloud is reportedly developing its next-generation AI chips, codenamed Trillium, to compete with Nvidia. The move signals a continued push for specialized, cost-effective AI hardware.
Google Bets on Custom AI Chips to Challenge Nvidia
Bloomberg News reporter Dina Bass discusses Google's strategy to develop and deploy custom AI chips, aiming to challenge Nvidia's market dominance in AI hardware.
Intel Stock Surges on Turnaround Hopes
Intel's stock is on the rise amid turnaround optimism, while JetBlue sees a boost from an analyst upgrade and expansion plans.
AI Spending Frenzy: CEOs Warn of Budget Blowouts
AI leaders like Dario Amodei and Jensen Huang are sounding the alarm on escalating AI costs, warning of budget blowouts and a shift towards per-token pricing models.
PepsiCo, TSMC Earnings Beat Expectations Amid AI Demand
PepsiCo and TSMC report strong earnings, driven by international growth and AI chip demand respectively. Alibaba also unveils a new AI model for 3D content generation.
ASML Raises 2026 Sales Forecast Amid Strong Demand
Tammy Qiu of Berenberg discusses ASML's raised 2026 sales forecast, driven by AI and memory demand, and the company's capacity to meet global chip manufacturing needs.
Jozef Soja: AI agents and the future of work
Jozef Soja of ARK Invest discusses the rapid advancement of AI agents, falling AI costs, and the US-China AI race, highlighting AI's potential to boost productivity and drive economic growth.
Arm CEO on AI Chip Demand and Market Shift
Arm CEO Rene Haas discusses the company's strategic shift towards AI data centers, the massive growth in AI chip demand, and the future potential of the market.
AI Chips & Global Tech: Inside the AI Arms Race
A deep dive into the global race for AI chips, exploring the US-China competition, hardware innovations, and the broader impact on technology and geopolitics.
Arm CEO Rene Haas on AI, Chip Dominance, and the Future
Arm CEO Rene Haas discusses the company's strategic shift towards AI, its ambitions in the chip-making space, and the future of semiconductors.