Dell Doubles Down on AI: Massive Growth Forecasts Ahead
Dell doubled its growth forecast through 2030 due to massive AI server demand. They plan to improve their struggling PC business.
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Sanmina's Potential Boost from the AMD-OpenAI AI Deal
AMD and OpenAI's AI partnership is beneficial for Sanmina. The company builds AMD's GPU racks, but the exact financial impact is "difficult to determine," according to BofA.
IBM and Anthropic Join Forces to Boost AI for Business
IBM is partnering with Anthropic to add the powerful Claude AI model into IBM software used by large companies. The first tool getting Claude helps software engineers automate coding tasks, making development faster. IBM provides expertise selling tech to major businesses.
CoreWeave Buys Monolith AI: Making Engineering Breakthroughs Faster
CoreWeave acquired Monolith AI to help manufacturers use AI easily. Engineers can now speed up product R&D and solve tough problems without coding.
AMD and OpenAI Forge Landmark AI Infrastructure Deal, Targeting Tens of Billions in Revenue
Advanced Micro Devices strikes a definitive agreement with OpenAI to supply 6 gigawatts of GPUs, challenging Nvidia's dominance and granting OpenAI warrants for up to a 10% stake in the chipmaker.
Micron Gets Major Upgrade: Why Experts See Huge Earnings Ahead
Morgan Stanley upgraded Micron, citing strong pricing for memory chips (DRAM/NAND) and easing concerns about AI-focused High-Bandwidth Memory (HBM). Expect strong earnings growth through 2026.