Cerebras Systems shares plunged below their IPO price after the company issued a 2026 sales outlook that fell short of consensus, stoking…
Qualcomm launches its next-generation AI chips, landing Meta as a flagship customer, signaling deeper penetration into the AI inference silicon market.
Cerebras shares fell 11% after its first public earnings beat on revenue growth of 92% but guided for lower core gross margins…
Groq’s $650 million funding round powers its pivot to AI inference chips, setting the stage for intensified competition with Nvidia in the…
Amazon plans to sell its Trainium AI chips to other companies, escalating competition with Nvidia in the high-stakes AI semiconductor market, Bloomberg…
Amazon’s plan to sell Trainium and Inferentia AI chips to external customers aims to erode Nvidia’s data center GPU monopoly, opening a…
Tencent-backed AI chip startup Enflame's IPO underscores China's accelerating AI semiconductor boom, potentially boosting Tencent shares and the broader Chinese tech sector…
Nvidia and SK Hynix enter a multi-year chip development pact, reinforcing their dominance in AI hardware and boosting the semiconductor sector outlook.
Nvidia’s next-generation Vera AI chip will use SK Hynix memory, securing a vital supply chain partnership for both companies and signaling intensifying…
Nvidia's gross margins above 70% will persist through 2030, DA Davidson's Luria forecasts, fueled by insatiable AI chip demand and a widening…
Arm stock rockets by $218 billion in market value, making it one of the priciest names on Wall Street as AI chip…
Cerebras Systems partners with AI hardware companies excluding Nvidia, raising competitive risks for the GPU leader in the AI chip race.