… Addressing this challenge head-on, Semidynamics has announced a strategic investment aimed at accelerating the development of its next-generation memory-centric AI inference chips. …
… Management expects AI-driven semiconductor demand to remain a primary growth catalyst throughout the year, particularly as hyperscale operators expand deployment of generative AI infrastructure. …
… The company’s N2 ramp, advanced packaging expansion, overseas fab deployment, and ongoing EUV intensity growth all point toward sustained elevated investment levels. This is why the probability of a 2026 CapEx raise at TSMC’s 2Q26 earnings conference call in July appears to be increasing. …
… We have raised $95M in total investment that includes notable investors like Addition, IAG, Nvidia and Cisco. …
… Execution risk introduced into $400 billion in annual hyperscaler investment at the moment Western AI timelines are most exposed and their primary strategic competitor is least exposed. …
… AI enables a balance between collaboration and protection, ensuring that critical information remains secure without creating barriers to research and development productivity. The emergence of generative AI introduces additional complexities and opportunities. …
… At the same time, overall data center investment growth has accelerated from roughly 10 percent annually before the rise of generative AI to more than 30 percent per year through the end of the decade. …
… When silicon becomes the larger profit pool, which business gets the roadmap investment? Which gets the favorable terms? That shift inevitably influences where engineering investment and long-term roadmap priority go. …
… When silicon becomes the larger profit pool, which business gets the roadmap investment? Which gets the favorable terms? That shift inevitably influences where engineering investment and long-term roadmap priority go. …
… According to Databricks’ 2026 State of AI Agents report, 80% of new databases on their platform are now created by AI agents. AI agents have given a huge boost to SQL computations. …