Applied Materials forecasts upbeat results on AI demand, memory shortage
By Arsheeya Bajwa Feb 12 (Reuters) – Applied Materials forecast second-quarter revenue and profit above market estimates on…
The Artificial Intelligence (AI) Winner Hiding in Plain Sight for 2026
Artificial intelligence (AI) infrastructure stocks are likely to deliver another year of solid growth in 2026. Market research…
AMD Says Oracle Is Pledging Widespread Use of New AI Chips
AMD branding (Bloomberg) — Advanced Micro Devices Inc., Nvidia Corp.’s nearest rival in AI processors, said Oracle Corp.…
Could This Be China’s Best Answer to Nvidia?
Alibaba, a long-time user of Nvidia’s AI processors, is now working on its own competing technology. It recently…