Hello Nvidia. Here comes Cerebras, the new darling of AI compute, with a $10 billion OpenAI contract and a new $1 billion in ...

AI agents capable of handling large portions of chip design and verification are less about convenience and more about ...

Microsoft is escalating the AI arms race with a new generation of in-house silicon, positioning its latest accelerator as a direct answer to Nvidia’s grip on the data center. The Maia 200 family is ...

OpenAI has spent the past year systematically reducing its dependence on Nvidia. The company signed a massive multi-year deal with AMD in October 2025, struck a $38 billion cloud computing agreement ...

Microsoft is not just the world’s biggest consumer of OpenAI models, but also still the largest partner providing compute, networking, and storage to ...

Nvidia's rise in artificial intelligence has produced plenty of eye-popping numbers, but one metric now towers over the rest: the scale and growth of its data center revenue. That single line item has ...

NEW YORK, Dec 19 (Reuters) - AI chip ‌maker Cerebras Systems is preparing to ‌file for a U.S. initial public offering as soon as next week, targeting a second-quarter 2026 listing, people familiar ...

Global semiconductor sales are set to approach $1 trillion in 2026, driven by the AI super-cycle, booming data centers, and ...

Baidu (BIDU) remains a Strong Buy, offering substantial upside thanks to significant AI investments, Apollo Go global expansion, and a fortress balance sheet. BIDU's AI businesses are growing ...

It does not happen very often in the history of business that an orthogonal product is invented that almost immediately doubles the revenue pool of a ...