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#ai #intel #semiconductors #ai-infrastructure #stock-market #nvidia #technology #data-centers #anthropic #ai-chips #amd
#intel
Tech industry
from24/7 Wall St.
16 hours ago

Intel Climbs 5%: Landmark Google Partnership and Geopolitical Tailwinds Fuel the Rally

Intel shares are up 5% due to a partnership with Google and strong year-to-date performance.
Toronto startup
fromTechzine Global
6 days ago

Intel joins Musk's Terafab AI chip project

Intel collaborates with SpaceX and Tesla on Terafab, a chip project for AI and robotics, enhancing Musk's chip manufacturing ambitions.
Tech industry
from24/7 Wall St.
9 hours ago

Intel's Tesla Chip Deal Is a Genuine Game Changer

Intel's stock has surged over 65% year-to-date, driven by strong fundamentals and strategic partnerships in the AI sector.
Toronto startup
fromWIRED
5 days ago

5 Burning Questions About Elon Musk's Terafab Chip Partnership with Intel

Intel will collaborate with Elon Musk on the Terafab project, a significant chip development and fabrication operation.
Toronto startup
from24/7 Wall St.
6 days ago

Intel Rises 3% as SpaceX, Tesla, and xAI Tap Chip Giant for Ambitious TeraFab Project

Intel's stock rose 3% after partnering with SpaceX, Tesla, and xAI on the TeraFab semiconductor initiative.
Tech industry
from24/7 Wall St.
16 hours ago

Intel Climbs 5%: Landmark Google Partnership and Geopolitical Tailwinds Fuel the Rally

Intel shares are up 5% due to a partnership with Google and strong year-to-date performance.
Toronto startup
fromTechzine Global
6 days ago

Intel joins Musk's Terafab AI chip project

Intel collaborates with SpaceX and Tesla on Terafab, a chip project for AI and robotics, enhancing Musk's chip manufacturing ambitions.
Tech industry
from24/7 Wall St.
9 hours ago

Intel's Tesla Chip Deal Is a Genuine Game Changer

Intel's stock has surged over 65% year-to-date, driven by strong fundamentals and strategic partnerships in the AI sector.
Toronto startup
fromWIRED
5 days ago

5 Burning Questions About Elon Musk's Terafab Chip Partnership with Intel

Intel will collaborate with Elon Musk on the Terafab project, a significant chip development and fabrication operation.
Toronto startup
from24/7 Wall St.
6 days ago

Intel Rises 3% as SpaceX, Tesla, and xAI Tap Chip Giant for Ambitious TeraFab Project

Intel's stock rose 3% after partnering with SpaceX, Tesla, and xAI on the TeraFab semiconductor initiative.
more#intel
#nvidia
Artificial intelligence
fromComputerworld
2 hours ago

Nvidia's Stephen Jones on the toolkit powering GPUs: 'A wild ride'

Nvidia's CUDA toolkit is foundational for AI advancements and is driving innovations in quantum computing, robotics, and autonomous vehicles.
Tech industry
from24/7 Wall St.
3 days ago

Nvidia vs. AMD: Which Stock Will Outperform The Market In 2026

Nvidia and AMD show strong earnings but follow different strategies in AI infrastructure and server markets.
Artificial intelligence
fromComputerworld
2 hours ago

Nvidia's Stephen Jones on the toolkit powering GPUs: 'A wild ride'

Nvidia's CUDA toolkit is foundational for AI advancements and is driving innovations in quantum computing, robotics, and autonomous vehicles.
Tech industry
from24/7 Wall St.
3 days ago

Nvidia vs. AMD: Which Stock Will Outperform The Market In 2026

Nvidia and AMD show strong earnings but follow different strategies in AI infrastructure and server markets.
more#nvidia
#semiconductors
Business
from24/7 Wall St.
21 hours ago

3 AI Semiconductor Stocks That Are Now Trading Below 20X Earnings

Three U.S.-based semiconductor stocks are trading low despite strong growth potential and market cap over $1 billion.
Silicon Valley
fromTechCrunch
6 days ago

Intel signs on to Elon Musk's Terafab chips project | TechCrunch

Intel will collaborate with SpaceX and Tesla to build a semiconductor factory in Texas, enhancing AI and robotics capabilities.
Business
from24/7 Wall St.
21 hours ago

3 AI Semiconductor Stocks That Are Now Trading Below 20X Earnings

Three U.S.-based semiconductor stocks are trading low despite strong growth potential and market cap over $1 billion.
Silicon Valley
fromTechCrunch
6 days ago

Intel signs on to Elon Musk's Terafab chips project | TechCrunch

Intel will collaborate with SpaceX and Tesla to build a semiconductor factory in Texas, enhancing AI and robotics capabilities.
more#semiconductors
Software development
fromTechCrunch
15 hours ago

Microsoft is working on yet another OpenClaw-like agent | TechCrunch

Microsoft is testing OpenClaw-like features for its Microsoft 365 Copilot tool aimed at enterprise customers with enhanced security controls.
#ai-infrastructure
fromFortune
22 hours ago
Venture

Tens of billions in days: CoreWeave shows how aggressively AI infrastructure is being funded | Fortune

Tech industry
from24/7 Wall St.
4 days ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
Tech industry
fromGSMArena.com
3 weeks ago

AMD buys HBM4 from Samsung for AI data centers

AMD is purchasing Samsung's HBM4 memory for its Instinct MI455X GPU and 6th generation Epyc CPUs to power next-generation AI data center infrastructure.
Venture
fromFortune
22 hours ago

Tens of billions in days: CoreWeave shows how aggressively AI infrastructure is being funded | Fortune

CoreWeave secured significant funding through customer commitments and debt, highlighting aggressive financing in the AI infrastructure sector.
Tech industry
from24/7 Wall St.
4 days ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
Tech industry
from24/7 Wall St.
4 days ago

Bloomberg: Broadcom's Google deal proves AI infrastructure demand competing with Nvidia

The Broadcom-Google deal signifies a major shift in AI infrastructure competition, enhancing revenue visibility and growth potential for both companies.
more#ai-infrastructure
fromComputerWeekly.com
18 hours ago

Qualcomm expands strategic advanced driver assistance systems, immersive eyewear collaborations | Computer Weekly

Qualcomm is helping address one of the auto industry's most pressing needs - scaling intelligent vehicle technology to meet growing consumer demand for vehicles that are automated, connected and highly personalised.
European startups
#ai
fromInfoQ
1 day ago
Software development

Google Released Gemma 4 with a Focus On Local-First, On-Device AI Inference

fromTechCrunch
1 week ago
Silicon Valley

Cognichip wants AI to design the chips that power AI, and just raised $60M to try | TechCrunch

fromTechCrunch
15 hours ago
Artificial intelligence

Stanford report highlights growing disconnect between AI insiders and everyone else | TechCrunch

Artificial intelligence
fromFast Company
1 day ago

Anthropic's office is surprisingly AI-first, even for an AI company

Anthropic is redefining work by using AI as an internal operating system, allowing employees to streamline tasks with a single prompt.
Software development
fromInfoQ
1 day ago

Google Released Gemma 4 with a Focus On Local-First, On-Device AI Inference

Google's Gemma 4 introduces local AI models for Android development, enhancing coding efficiency and data privacy throughout the software lifecycle.
Silicon Valley
fromTechCrunch
1 week ago

Cognichip wants AI to design the chips that power AI, and just raised $60M to try | TechCrunch

Cognichip aims to revolutionize chip design using AI, significantly reducing costs and timelines in the semiconductor industry.
Artificial intelligence
fromTechCrunch
15 hours ago

Stanford report highlights growing disconnect between AI insiders and everyone else | TechCrunch

Public opinion on AI is increasingly negative, with growing anxiety about its impact on jobs, healthcare, and the economy.
Artificial intelligence
fromFast Company
1 day ago

Anthropic's office is surprisingly AI-first, even for an AI company

Anthropic is redefining work by using AI as an internal operating system, allowing employees to streamline tasks with a single prompt.
more#ai
fromTNW | Meta
3 hours ago

Meta is building an AI version of Mark Zuckerberg

Meta is building a photorealistic, AI-powered version of Mark Zuckerberg that can interact with employees in his place, trained on Zuckerberg's mannerisms, tone, and publicly available statements.
Social media marketing
Apple
fromComputerworld
18 hours ago

Apple preps for the face race

Apple is testing four designs for smart glasses, aiming for superior aesthetics and performance compared to competitors.
Business intelligence
fromThe Verge
17 hours ago

OpenAI executive sends internal memo: 'The market is as competitive as I have ever seen it'

Customers seek deeper insights into AI roadmaps and demand systems that integrate seamlessly into their workflows.
#artificial-intelligence
Artificial intelligence
fromTechCrunch
1 day ago

From LLMs to hallucinations, here's a simple guide to common AI terms | TechCrunch

A glossary of key artificial intelligence terms is essential for understanding the complex language used in the industry.
Artificial intelligence
fromTechCrunch
1 day ago

From LLMs to hallucinations, here's a simple guide to common AI terms | TechCrunch

A glossary of key artificial intelligence terms is essential for understanding the complex language used in the industry.
more#artificial-intelligence
#google-cloud
Data science
fromInfoWorld
17 hours ago

Google Cloud introduces QueryData to help AI agents create reliable database queries

QueryData enhances AI agents' accuracy in querying databases by translating natural language into precise database queries.
fromTechCrunch
4 days ago
Tech industry

Google and Intel deepen AI infrastructure partnership | TechCrunch

Google Cloud and Intel expand partnership to enhance AI infrastructure and develop processors, focusing on Xeon processors and custom IPUs.
Data science
fromInfoWorld
17 hours ago

Google Cloud introduces QueryData to help AI agents create reliable database queries

QueryData enhances AI agents' accuracy in querying databases by translating natural language into precise database queries.
Tech industry
fromTechCrunch
4 days ago

Google and Intel deepen AI infrastructure partnership | TechCrunch

Google Cloud and Intel expand partnership to enhance AI infrastructure and develop processors, focusing on Xeon processors and custom IPUs.
more#google-cloud
Startup companies
fromFortune
1 day ago

Intuit was an AI pioneer. Why its stock became a SaaSpocalypse casualty | Fortune

Being an early adopter of AI does not guarantee protection against market panic, as shown by Intuit's stock performance during the SaaSpocalypse.
Digital life
fromComputerworld
4 days ago

Google's new AI app is a glimpse of the future

Offline AI tools like Google's AI Edge Eloquent provide essential functionality for users with limited connectivity.
#sandisk
Business
from24/7 Wall St.
19 hours ago

SanDisk Jumps 7% With NASDAQ 100 Inclusion Days Away and AI-Driven NAND Demand at Full Throttle

SanDisk stock rises 7% due to NASDAQ 100 inclusion, strong earnings forecast, and increasing AI-driven NAND demand.
Business
from24/7 Wall St.
4 days ago

SanDisk Pops 4% as AI Demand and NAND Price Tailwinds Keep the Memory Chip Sector Hot

SanDisk shares surged 4% following a 9.86% gain, driven by AI demand for NAND flash storage.
Business
from24/7 Wall St.
19 hours ago

SanDisk Jumps 7% With NASDAQ 100 Inclusion Days Away and AI-Driven NAND Demand at Full Throttle

SanDisk stock rises 7% due to NASDAQ 100 inclusion, strong earnings forecast, and increasing AI-driven NAND demand.
Business
from24/7 Wall St.
4 days ago

SanDisk Pops 4% as AI Demand and NAND Price Tailwinds Keep the Memory Chip Sector Hot

SanDisk shares surged 4% following a 9.86% gain, driven by AI demand for NAND flash storage.
more#sandisk
Software development
fromMedium
1 day ago

GAIA by AMD - Running Intelligent Systems Fully on Your Own Machine

GAIA is an open-source framework enabling local execution of intelligent agents, eliminating external dependencies and enhancing data control.
Venture
from24/7 Wall St.
1 day ago

Even Nvidia Has Been Losing to This Unknown Chip Stock With 300% Upside

ACMR stock has outperformed NVDA and has significant upside potential due to its unique market position and valuation disconnect.
European startups
fromTechRepublic
3 days ago

Alibaba Launches AI Data Center Powered by 10,000 Homegrown Chips

Alibaba is creating its own semiconductors to power new data centers in response to US export restrictions on AI chips.
Science
fromNature
1 week ago

Breakthrough computer chip tech could help meet 'monumental demand' driven by AI

A new light source enables the creation of 8 nm wide structures on silicon wafers, increasing transistor density for advanced computer chips.
#micron
Business
from24/7 Wall St.
20 hours ago

The Reason Why I'm Not Buying Micron Stock at Over $420

Micron's stock has rebounded significantly, driven by the ongoing memory supercycle and strong demand for high-performance memory.
Tech industry
from24/7 Wall St.
6 days ago

Micron's AI Memory Boom Is Real-And Analysts Are Still Playing Catch Up

Micron shares remain volatile amid questions about memory demand due to AI efficiency gains and potential supply shortages into the 2030s.
Business
from24/7 Wall St.
20 hours ago

The Reason Why I'm Not Buying Micron Stock at Over $420

Micron's stock has rebounded significantly, driven by the ongoing memory supercycle and strong demand for high-performance memory.
Tech industry
from24/7 Wall St.
6 days ago

Micron's AI Memory Boom Is Real-And Analysts Are Still Playing Catch Up

Micron shares remain volatile amid questions about memory demand due to AI efficiency gains and potential supply shortages into the 2030s.
more#micron
Tech industry
fromTheregister
4 days ago

Google taps Intel for another round of custom network chips

Google continues collaboration with Intel for SmartNICs, opting for established technology over developing its own solutions like AWS's Nitro NICs.
Venture
fromTechCrunch
2 days ago

Nvidia-backed SiFive hits $3.65 billion valuation for open AI chips | TechCrunch

SiFive raised $400 million, valuing the company at $3.65 billion, focusing on RISC-V open chip designs for AI data centers.
Artificial intelligence
fromAxios
20 hours ago

No company in American history has ever grown like Anthropic

Anthropic's revenue growth surpasses historical benchmarks, achieving $30 billion in annualized revenue in just over three years with its product Claude.
#amd
Business
from24/7 Wall St.
2 weeks ago

AMD vs Intel: Which Stock Will Lead in 2026?

AMD outperformed Intel in Q4 2025 with record revenue and strong AI momentum, while Intel faced losses and declining revenue.
Business
from24/7 Wall St.
2 weeks ago

AMD vs Intel: Which Stock Will Lead in 2026?

AMD outperformed Intel in Q4 2025 with record revenue and strong AI momentum, while Intel faced losses and declining revenue.
more#amd
Software development
fromTheregister
18 hours ago

Anthropic: Claude quota drain not caused by cache tweaks

Anthropic reduced the Claude Code prompt cache TTL from one hour to five minutes, impacting user experience and costs despite claims of no increased expenses.
#coreweave
Tech industry
fromnews.bitcoin.com
2 days ago

AI Cloud Provider Coreweave Secures Anthropic Agreement for Claude Workloads

Coreweave signed a multi-year agreement with Anthropic to provide cloud infrastructure for AI model development and deployment.
Artificial intelligence
fromTNW | Anthropic
3 days ago

CoreWeave signs multi-year Anthropic deal as nine of ten top AI model providers join its platform

CoreWeave secured a multi-year deal with Anthropic for Nvidia GPU access, expanding its AI infrastructure capabilities significantly.
Tech industry
fromnews.bitcoin.com
2 days ago

AI Cloud Provider Coreweave Secures Anthropic Agreement for Claude Workloads

Coreweave signed a multi-year agreement with Anthropic to provide cloud infrastructure for AI model development and deployment.
Artificial intelligence
fromTNW | Anthropic
3 days ago

CoreWeave signs multi-year Anthropic deal as nine of ten top AI model providers join its platform

CoreWeave secured a multi-year deal with Anthropic for Nvidia GPU access, expanding its AI infrastructure capabilities significantly.
more#coreweave
Venture
from24/7 Wall St.
4 days ago

Why Semtech Is the Top AI Stock to Buy in April

Semtech is poised for significant growth due to the increasing demand for optical transceivers in data centers.
#ai-chips
Tech industry
from24/7 Wall St.
3 days ago

AMD Gains 4%, Broadcom Climbs 5%: The AI Chip Rally Has Two Very Different Winners Today

The AI chip market is diverse, benefiting different companies like AMD and Broadcom with distinct business models.
Toronto startup
fromThe Verge
6 days ago

Intel will help build Elon Musk's Terafab AI chip factory

Intel partners with Musk's Terafab project to build AI chip facility in Austin, Texas, supporting SpaceX and Tesla's AI ambitions.
Tech industry
from24/7 Wall St.
3 days ago

AMD Gains 4%, Broadcom Climbs 5%: The AI Chip Rally Has Two Very Different Winners Today

The AI chip market is diverse, benefiting different companies like AMD and Broadcom with distinct business models.
more#ai-chips
fromAxios
14 hours ago

OpenAI rips Anthropic, distances itself from Microsoft

We are firing on all cylinders to establish this as a scaled distribution channel. The pivot to Amazon enables OpenAI to develop systems that can operate reliably over time and across complex business processes.
Artificial intelligence
Business
from24/7 Wall St.
3 days ago

This Semiconductor Stock Is All You Need To Be Buying

Taiwan Semiconductor is a crucial stock for portfolios, outperforming competitors and holding significant market share in chip manufacturing.
Venture
from24/7 Wall St.
1 week ago

Why Marvell's Breakout Deserves Investors' Attention

Marvell stock shows potential for long-term growth following Nvidia's $2 billion investment, despite short-term market fluctuations.
#marvell-technology
Business
from24/7 Wall St.
4 days ago

Barclays Just Raised Marvell to Overweight. Here's Why the AI Chip Race Is Far From Over

Barclays upgraded Marvell Technology to Overweight, highlighting its strong position in AI infrastructure and significant revenue growth.
Tech industry
fromComputerWeekly.com
1 week ago

Marvell scales up networking to extend Nvidia AI ecosystem | Computer Weekly

Marvell Technology joins Nvidia AI ecosystem to enhance infrastructure development with a $2bn investment.
Business
from24/7 Wall St.
4 days ago

Barclays Just Raised Marvell to Overweight. Here's Why the AI Chip Race Is Far From Over

Barclays upgraded Marvell Technology to Overweight, highlighting its strong position in AI infrastructure and significant revenue growth.
Tech industry
fromComputerWeekly.com
1 week ago

Marvell scales up networking to extend Nvidia AI ecosystem | Computer Weekly

Marvell Technology joins Nvidia AI ecosystem to enhance infrastructure development with a $2bn investment.
more#marvell-technology
Business
from24/7 Wall St.
3 days ago

Analyst's $1,250 Call Makes Sandisk the AI Boom's Pure-Play NAND Winner

NAND flash prices are rising, boosting Sandisk's stock to new highs and prompting analysts to raise price targets significantly.
#micron-technology
Business
from24/7 Wall St.
3 days ago

Think It's Too Late to Buy Micron? Here's the Case for Getting In Now

Micron Technology's stock has risen significantly, with strong fundamentals and growth potential, but risks must be carefully considered before investing.
Business
from24/7 Wall St.
4 days ago

Micron Rewarded Patient Investors Over the Past Decade With Huge Rewards

Micron Technology transformed from a cyclical memory chipmaker to a leading AI infrastructure provider, significantly increasing revenue and stock value.
Business
from24/7 Wall St.
3 days ago

Think It's Too Late to Buy Micron? Here's the Case for Getting In Now

Micron Technology's stock has risen significantly, with strong fundamentals and growth potential, but risks must be carefully considered before investing.
Business
from24/7 Wall St.
4 days ago

Micron Rewarded Patient Investors Over the Past Decade With Huge Rewards

Micron Technology transformed from a cyclical memory chipmaker to a leading AI infrastructure provider, significantly increasing revenue and stock value.
more#micron-technology
Tech industry
fromTheregister
4 days ago

AWS ponders selling its home-grown chips by the rack-load

Amazon's chip business could generate ~$50 billion annually if sold independently, highlighting significant demand and growth potential.
Artificial intelligence
fromComputerWeekly.com
1 day ago

If we can't kick the habit, how do we manage AI's energy needs? | Computer Weekly

AI's energy consumption is rapidly increasing, impacting electricity prices and prompting community pushback against datacentre developments.
Tech industry
fromKotaku
5 days ago

Dell Says AI Demand For RAM Will Increase Dramatically In Future

The demand for RAM is predicted to increase significantly due to AI and datacenter needs, potentially worsening the ongoing RAM crisis.
Artificial intelligence
fromFuturism
1 day ago

OpenAI's Latest Thing It's Bragging About Is Actually Kind of Sad

The AI industry faces significant delays and cancellations in data center projects, impacting ambitious computing capacity goals.
Business
from24/7 Wall St.
5 days ago

Is Aehr Test Systems The AI Stock You Didn't Realize You Needed to Buy?

Aehr Test Systems is positioned for growth due to increased demand for semiconductor testing equipment, particularly for AI and data center applications.
Tech industry
from24/7 Wall St.
1 week ago

Intel Is On the Verge of Delivering Its First Billion-Dollar Foundry Wins

Advanced packaging is crucial for AI performance, efficiency, and cost control, positioning Intel for significant revenue growth in its foundry business.
Tech industry
from24/7 Wall St.
6 days ago

Broadcom's Long-Term Google TPU Deal Is Bigger Than It Looks for AI Infrastructure

Broadcom's long-term agreement with Alphabet for custom TPUs enhances revenue visibility and positions the company for significant growth in AI semiconductor revenue.
Tech industry
fromThe Verge
2 weeks ago

Arm's first CPU ever will plug into Meta's AI datacenters later this year

Arm AGI CPU features up to 136 cores and claims double the performance per watt compared to x86 chips.
Tech industry
fromWIRED
2 weeks ago

Arm Is Now Making Its Own Chips

Arm is producing its own semiconductors, marking a shift from licensing to manufacturing in response to AI demand.
fromTechRepublic
1 month ago

Meta's New AI Chips Reveal a Faster, More Self-Reliant Hardware Strategy

Meta is building these chips because buying AI hardware at scale is expensive, and relying too heavily on external suppliers leaves less room to shape that hardware to its own needs. Building more in-house could help the company keep AI costs in check.
Artificial intelligence
Tech industry
from24/7 Wall St.
1 month ago

AMD Looks to Displace Intel With World's First Copilot+ Desktop Chips

The AI PC market will grow at 30% annually from 2025 to 2034, reaching $967 billion, driven by on-device AI demand, with AMD's Ryzen AI 400 Series challenging Intel's x86 dominance through superior AI performance capabilities.
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