[Analyst Interview] Key beneficiaries of AI infrastructure expansion and increased memory demand
… We discussed SK hynix’s earnings, industry conditions, and future growth momentum with Rok-ho Kim, research analyst at Hana Securities. …
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Alibaba has made 470,000 AI chips, admits they’re inferior
… Alibaba’s revenue for the quarter landed at $40.7 billion, representing two percent growth. Execs pointed out that had it not sold some businesses, growth would have been nine percent. …
Raspberry Pi leans into semiconductors as sales climb
… Gross profit was $77.8 million, up 23 percent, and the group reported a 73 percent increase in earnings per share to 11.22 cents. …
NVIDIA Guides for Massive $91B Q2 as AI Factory Era Fuels Record Earnings
… NVIDIA has now topped Wall Street estimates for 14 consecutive quarters, and in 18 of the past 20 quarters, to put the earnings beat in context. …
Starship's path to reusability looks murky after SpaceX's S-1 | TechCrunch
… Starlink growth slows At the same time, SpaceX’s S-1 shows that Starlink’s growth is slowing. …
Glean's top line crosses $300M as AI budget-cutting becomes its major selling point | TechCrunch
… Glean’s AI achieves this knowledge — a concept captured by the new, popular term “ context graph ” — by connecting to and learning from enterprises’ internal software systems. …
All stories - Lenovo StoryHub
… From Transactions to Transformation: Why the Next Era of Channel Growth Will Be Services-Led The channel is entering a new phase of growth defined by the outcomes partners deliver. …
NVIDIA Recommends GeForce GTX 980 Ti and GTX 980 For 1080P 90 FPS VR Gaming - High-End GPU Market Share Rises in APAC Market
… Some cards are even getting retailer specific price cuts and that drops the $499 GTX 980 down to the $479 range, the $329 GTX 970 down to the $299 range and the $199 GTX 960 down to $189 range. “We are also seeing a shift to higher end GPUs in China,” said Jen-Hsun Huang, chief executive officer of… …
OLED Monitor shipments saw a 78% year-over-year increase in Q1 2026
… For context, full-year 2025 OLED monitor shipments already posted a 92% year-over-year increase, with roughly 2.7 million units shipped globally. So what is actually fueling this kind of growth? …
Meta's AI Bet, and the Evolution of Smart Glasses
… Also reporting its earnings on Wednesday afternoon were Amazon, Alphabet and Microsoft.