Much of Google's AI software doesn't run on industry-standard Nvidia chips, but instead on its own tensor processing units.
Google plans to spend up to $185 billion this year, and analysts say its data-center suppliers stand to benefit.
Futurum Equities, in its latest AI Fifteen report, identified the critical factors that will define the AI economy. These ...
Excellent free cash flow and robust operating margins are offset by more moderate revenue growth and a high PE ratio in ...
Google plans a massive investment in AI data centers and the chips to fill them.
Broadcom shares are rising in extended trading Wednesday after Alphabet forecasted a massive jump in capital expenditures ...
Broadcom (AVGO) is one of the world’s leading technology companies specializing in semiconductor infrastructure software. The ...
Goldman Sachs reiterates Nvidia as buy Goldman says it's sticking with Nvidia ahead of earnings in late February. "We expect ...
This semiconductor specialist continues to profit from the AI boom.
Broadcom is growing faster than AI star Nvidia ...
Taiwan Semiconductor (NYSE:TSM) is the backbone of the entire semiconductor sector, but it has only started trading like it ...