Move Over, NVIDIA GPUs: The AI CPU Era Is Here for Investors
A quiet revolution in AI compute centers around CPUs designed for AI workloads. This article explains why the era of ...
AI Hardware
Discover AI Hardware insights from three recent articles about chip partnerships and AI accelerators and how these moves could affect stock trends and your finances.
13 articles
OpenAI Just Became Broadcom's New Chip Customer: 2026 Outlook
A headline like OpenAI Just Became Broadcom's New Chip Customer signals a dramatic turn in AI hardware. This article ...
Jensen Huang Just Made a $1 Trillion Forecast, Stock Winners
Nvidia’s CEO set a trillion-dollar demand target for its AI chips through 2027, shifting attention to Taiwan Semicond...
Citi Latest Bank Sour on Super Micro Stock Sparks Caution
Citi has joined a growing chorus of concerns around Super Micro Computer, trimming its price target to $25 amid expor...
Super Micro Faced Probes: Can This AI Stock Survive 2026?
Regulatory headlines have a way of rattling investors, especially in high-growth tech sectors. This article dives int...
Shares Super Micro Computer Stock Collapse: Key Lessons
A data center hardware maker saw a dramatic stock drop this week amid regulatory and supply chain concerns. This guid...
Amkor vs Ichor: Hardware Enablers Power AI Hardware
Amkor Technology and Ichor Holdings report Q4 2025 results, underscoring their roles as AI hardware enablers as the m...
Coherent Says NVIDIA Supply Stretches to 2030 on Multibillion Deal
Coherent finalizes a multibillion-dollar, long-term supply agreement with NVIDIA through 2030, fueling AI infrastruct...
Broadcom Stock Rallied Thursday: AI Demand Sparks Rally
Broadcom stock rallied Thursday as AI-driven demand for semiconductor hardware pushed shares higher. This article bre...
AMD Looks to Displace Intel with Copilot+ Desktop Chips
AMD unveils Copilot+-certified Ryzen AI 400 Series desktops, a move aimed at displacing Intel in AI-enabled computing...
Prediction: Stock Could Soar with AMD AI Ramp, 2026 Outlook
AMD’s AI accelerator cycle could change the stock picture if the MI350 ramp and MI450 shipments hit on schedule. This...
Meta Just Handed Deal: AMD Lands Major AI Chip Pact
Meta Platforms signs a multiyear pact with AMD for up to 6 GW of customized GPUs, bolstering a multi-vendor AI chip s...