2+ day, 7+ hour ago   (542+ words) Marvell has outperformed every major chip stock, from NVDA and AMD to Broadcom, over the past year....

2+ day, 17+ hour ago   (487+ words) One of the biggest bottlenecks in the AI chip market has become high-bandwidth memory. Reuters reported September 10 that Chinese AI-chip makers including Huawei and Cambricon are raising accelerator prices because high-bandwidth memory has become increasingly scarce. Huawei's upcoming Ascend 950DT has…...

1+ day, 11+ hour ago   (18+ words) Nvidia and Broadcom both benefit from the AI infrastructure boom, but one is still a better stock pick....

4+ day, 1+ hour ago   (274+ words) (Bloomberg) -- Huawei Technologies Co. has notified some clients that it's significantly increasing the prices of its most advanced AI accelerators, reflecting how demand is rapidly outstripping supply during the data center boom. Apple to Unveil $2,000 Foldable iPhone Duo at High-Stakes…...

4+ day, 6+ hour ago   (205+ words) SYDNEY, Sept 10 (Reuters) - Nvidia said on Thursday it was planning an expansion of data ‌centre computing capacity in Australia that would ‌more than double the nation's current load through partnerships with ​local firms. The chip company said it was working…...

4+ day, 18+ hour ago   (278+ words) Superior Tokenomics. Predictable SLAs. Unbounded LLM at Scale. Inferra maximizes hardware utilization, eliminating idle GPU cycles and redundant context recomputation, enabling organizations to run multi-session clusters with strict SLA guarantees. By virtualizing GPU memory across memory and storage tiers and…...

4+ day, 20+ hour ago   (510+ words) WD-sponsored global study finds AI is driving rapid data growth, longer retention, and renewed demand for historical data, reshaping infrastructure economics at scale SAN JOSE, Calif., September 09, 2026--(BUSINESS WIRE)--The AI infrastructure conversation has largely been defined by compute. But…...

4+ day, 19+ hour ago   (378+ words) Yahoo Finance Oops, something went wrong U.S. markets close in 5h 57m Arista vs. IBM: Which Cloud AI Stock Should Investors Buy Now? Arista Networks, Inc. ANET and International Business Machines Corporation IBM are leading players in the enterprise IT infrastructure and are…...

5+ day, 23+ hour ago   (302+ words) Advanced compiler and runtime engineering validates a faster, reusable path for bringing AI workloads to new silicon without rebuilding the software stack The project brought Modular's MAX and Mojo ecosystem to Google TPU in months, a class of hardware enablement…...

1+ week, 2+ day ago   (33+ words) By Heejin Kim and Hyunjoo Jin SEOUL, Sept 4 (Reuters) - South Korea and the United States are discussing semiconductor investments in the U.S. as part of broader bilateral talks, a Seoul official told...