AMD Predicts 35% Annual Revenue Growth Driven by Soaring AI Chip Demand
AMD forecasts 35% annual revenue growth over 3-5 years, with AI data center sales jumping 80% annually as chip demand accelerates despite market concerns.
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Tesla's Huge Plan: Building a 'Gigantic' AI Chip Factory
Elon Musk says Tesla needs a "terafab"—a massive chip plant—to power its future in self-driving cars (Cybercab) and robots (Optimus). Musk says "worth having discussions" with Intel to make chips.
Intel Forecasts Strong Q4 Revenue as PC Demand Rebounds and New Investments Boost Recovery
Intel posts upbeat revenue forecast, boosted by rising PC demand and new investments from Nvidia, SoftBank, and the U.S. government. Shares jump as CEO Lip-Bu Tan’s cost cuts and turnaround strategy take shape.
Astera Labs Joins Arm Total Design to Accelerate Custom AI Chip Development
Astera Labs partners with Arm Total Design to deliver chiplet connectivity for AI infrastructure using PCIe, CXL, and UALink amid recent stock volatility.
AI Demand Fuels ASML Orders, Compensating for Expected Plunge in China Revenue
ASML Holding posted stronger-than-expected orders, fueled by the booming AI sector. While current quarter forecasts exceed consensus, the chip equipment giant predicts a significant decline in sales to China in 2026, leading to cautious long-term sales guidance.
BofA Downgrades Intel Stock: 'Too Much Hype, Too Little Progress'
Bank of America cuts Intel to Underperform rating, warning the $80B market cap surge outpaces reality. Concerns include weak AI strategy, uncompetitive chips, and limited options.