Intel Results Spark CPU Rally, Driving AMD Shares Up 12%
Strong CPU demand in Intel’s earnings report has lifted chip stocks, with AMD surging on expectations of broader AI-driven growth. Analysts say CPUs are becoming critical again.
Cohere Plans Aleph Alpha Acquisition to Expand Europe Presence
Cohere plans to acquire Aleph Alpha and secure a $600 million investment to expand its footprint in Europe. The deal targets demand for sovereign AI in regulated industries.
AI Boom Sparks Big Tech Rally, With Oracle, AMD, Microsoft Leading
Big Tech stocks posted a sharp rally this week, driven by AI infrastructure demand and easing macro concerns. Oracle, AMD, and Microsoft led gains.
ASML and TSMC Forecast Strong AI Chip Demand as Spending Surge Continues
By
Olivia Grant
Strong forecasts from ASML and TSMC signal continued massive AI spending by tech giants, despite rising concerns over sustainability and supply constraints.
Intel Teams Up with Musk on Terafab to Scale AI Chip Production
By
Olivia Grant
Intel has joined Elon Musk’s Terafab project aimed at scaling AI chip production, though its exact role remains unclear. The effort targets massive compute output for AI and robotics.
Broadcom Expands Google, Anthropic AI Chip Partnerships
By
Olivia Grant
Broadcom is expanding its role in AI infrastructure through new chip and compute deals with Google and Anthropic. The move reflects accelerating demand for large-scale AI capacity.
Zuckerberg, Huang, and Ellison Join Trump’s AI Advisory Council
By
Maria Konash
President Donald Trump has appointed top tech executives, including leaders from Meta, Nvidia, and Oracle, to a council shaping U.S. AI policy and strategy.
Meta Unveils New MTIA Chips for AI Data Centers
By
Olivia Grant
Meta introduced four new in-house MTIA chips designed for AI training and inference as the company accelerates data center expansion. The chips aim to improve performance and reduce reliance on external hardware suppliers.
Broadcom Forecasts $100 Billion AI Chip Sales by 2027
By
Olivia Grant
Broadcom expects artificial intelligence chip sales to surpass $100 billion by 2027 as demand surges from major technology companies building AI infrastructure.
Meta Strikes Potential $100B AMD Chip Deal to Power AI Expansion
By
Maria Konash
Meta plans to buy up to $100 billion in AMD GPUs and CPUs, issuing performance-based warrants as it ramps AI data centers and diversifies compute infrastructure.
Nvidia’s Earnings Test Investor Confidence in AI Chip Dominance
By
Maria Konash
Nvidia reports earnings amid robust AI chip demand, with $630B Big Tech spending supporting growth, though competition from in-house chips poses risks.
Intel and AMD Warn China Clients of CPU Shortages
By
Olivia Grant
Intel and AMD have warned Chinese customers of server CPU supply shortages, with extended delivery times and rising prices, amid surging AI infrastructure demand.
Samsung to Begin HBM4 Chip Production for Nvidia
By
Olivia Grant
Samsung plans HBM4 memory chip production for Nvidia next month, targeting AI accelerator demand while competing with SK Hynix in advanced memory supply.
Shaping the Future: TIME Honors the ‘Architects of AI’ as 2025 Person of the Year
TIME Magazine selected the CEOs driving the global AI race as its 2025 Person of the Year, highlighting their impact on technology, policy, and geopolitics.
Nvidia Unveils AI Server That Boosts Model Performance 10x”
By
Olivia Grant
Nvidia’s newest AI server accelerates mixture-of-experts models by 10x, leveraging 72 chips and high-speed interconnects, maintaining an edge over AMD and competitors.
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