Cisco milks AI boom as orders surge – Fudzilla.com
…Revenue growth was fairly broad. The Americas rose 14 per cent, while EMEA and APJC each grew nine per cent. Product revenue rose 17 per cent, helped by a 25 per cent…
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The Importance of Semiconductor Equipment Competency and the Introduction of a SK hynix Training Center - SK hynix Newsroom
…And while the forecasts suggest even more growth in the future, there’s also a push for new innovative technologies that go beyond what’s capable now. That will require creative thinking…
‘GTA 6 players are in for a console price shock’
…And David Schloss, former Instacart senior director of product and growth, is head of Xbox subscriptions and cloud. There were some promotions and new roles, too. Jason Ronald is now accountable for…
MSI confirms GeForce RTX 50 Series shortage and more price increases incoming
…MSI plans to focus on mid-to-high-end GeForce RTX cards with 15-30% price hikes and shift motherboard memory to DDR4 to maintain growth and profitability. The company also aims…
'Claude' AI is coming to Microsoft 365
…Microsoft has different ways of doing that. "Create a P&L forecast using the latest data in [Operating Model.xlsx], including revenue, cost of goods sold, and operating expenses," was one…
Solar to dominate energy by 2035, but AI data centers will keep fossil fuels in business | TechCrunch
…The power handoff comes as investors are viewing energy as one of the biggest opportunities for growth in recent decades. Data centers have been at the center of the obsession, and BloombergNEF…
AI Will Soon Drive A Third Of TSMC’s Business
…consistent with the long-term compound annual growth rate that TSMC has set of “mid to high 50 percent” between 2024 and 2029. That forecast was for mid 40 percent CAGR in…
AMD Reports First Quarter 2026 Financial Results
…Looking ahead, we expect server growth to accelerate meaningfully as we scale supply to meet demand. Customer engagement around MI450 Series and Helios is strengthening, with leading customer forecasts exceeding our initial…
xAI's Colossus 2 - First Gigawatt Datacenter In The World, Unique RL Methodology, Capital Raise
…We’ve forecasted xAI’s CapEx on Core Research, our institutional research service and are now closely tracking the ROIC of AI investments across the hyperscalers and AI labs in our new…
Arm bets $2 billion on AI chip push – Fudzilla.com
…Arm and other chip firms, including Intel and AMD, have benefited from surging demand for central processing units. Chipzilla and AMD are finding fresh interest because CPUs were not the first toys…