Memory, GPUs, and custom silicon are all riding the same AI capex wave into 2028, but our factor model splits them into three ...

RANCHO CUCAMONGA, Calif., July 23, 2026 (GLOBE NEWSWIRE) -- iPower Inc. (Nasdaq: IPW) ("iPower" or the "Company") today announced that it has signed a non-binding letter of intent with a prospective ...

Wells Fargo holds its $615 AMD price target after the Anthropic deal. Here's what Aaron Rakers says about GPU revenue and Nvidia.

The announcement aligns to the event's focus on AI infrastructure, enterprise deployment, developers, customers, and partners ...

AMD Ryzen AI Embedded X100 processors bring Strix Halo APU silicon to industrial robots with up to 128 GB of unified memory, ...

OE™ Embedded Edition, a package of its Agentix Operating Engine and a set of purpose-built tools for the AMD Ryzen™ AI ...

MiTAC Computing Technology, a subsidiary of Taiwan Stock Exchange-listed MiTAC Holdings, showcased its latest agentic AI ...

AMD launched its Helios rack-scale AI system at Advancing AI 2026, with OpenAI, Meta and Anthropic preparing large-scale ...

NVIDIA GB300 Grace Blackwell Ultra Superchips are now mass-produced in the U.S. for the first time at Wistron's $700M Fort ...

Semiconductor sovereignty is fracturing into four national chip strategies as the US, UK, EU, and India each bet on a ...