Explore

FactFable FactFable
Why strong Cloud Growth Can Hide AI Uncertainty

Why strong Cloud Growth Can Hide AI Uncertainty

Tech giants are reporting massive cloud revenue, but the impressive numbers may be masking a more complex and uncertain reality about AI's actual profitability.
Trendline Trendline
Intel and AMD Experience Surge in AI Chip Demand, Boosting Revenue and Market Position

Intel and AMD Experience Surge in AI Chip Demand, Boosting Revenue and Market Position

Intel and AMD Experience Surge in AI Chip Demand, Boosting Revenue and Market Position
FactFable FactFable
The Real Reason x86-64 Was Designed the Way It Was

The Real Reason x86-64 Was Designed the Way It Was

Ever wonder why the 64-bit architecture in every modern PC was designed the way it was? The answer lies in a brilliant, pragmatic gamble by AMD.
FactFable FactFable
How Microsoft Earnings vs. Amazon Earnings: Cloud AI Margins Under the Microscope

How Microsoft Earnings vs. Amazon Earnings: Cloud AI Margins Under the Microscope

A deep dive into the latest earnings from Microsoft and Amazon reveals a fierce battle for cloud and AI supremacy. We break down the numbers.
FactFable FactFable
“Azure Is the Toll Road”: The Microsoft Earnings Debate Around AI Cloud Demand

“Azure Is the Toll Road”: The Microsoft Earnings Debate Around AI Cloud Demand

Microsoft's latest earnings are here, but the real story is the debate over its AI strategy: Is Azure a brilliant toll road or a risky bet?
Trendline Trendline
Core Scientific and AMD Partner for AI Infrastructure as Bitcoin Mining Declines

Core Scientific and AMD Partner for AI Infrastructure as Bitcoin Mining Declines

Core Scientific and AMD Partner for AI Infrastructure as Bitcoin Mining Declines
TheStreet TheStreet
Intel’s 14A chips aren’t built yet: Synopsys is already there

Intel’s 14A chips aren’t built yet: Synopsys is already there

Anyone who has shipped software before it was fully tested knows the math. A bug caught in code review costs an afternoon. The same bug caught after launch costs a weekend, an apology, and sometimes a customer. Chip design runs on a version of that math, except the much-higher stakes involve ...
Trendline Trendline
GlobalFoundries Legal Chief's Stock Sale Raises Investor Concerns in Semiconductor Sector

GlobalFoundries Legal Chief's Stock Sale Raises Investor Concerns in Semiconductor Sector

GlobalFoundries Legal Chief's Stock Sale Raises Investor Concerns in Semiconductor Sector
Trendline Trendline
Intel Reports Record Revenue Growth Amid AI and Data Center Demand Surge

Intel Reports Record Revenue Growth Amid AI and Data Center Demand Surge

Intel Reports Record Revenue Growth Amid AI and Data Center Demand Surge
Trendline Trendline
Intel's Premium Chip Strategy Leads to 48% Increase in Server CPU Prices

Intel's Premium Chip Strategy Leads to 48% Increase in Server CPU Prices

Intel's Premium Chip Strategy Leads to 48% Increase in Server CPU Prices
Trendline Trendline
SAP Seeks Developers for Cloud Native, AI-Centric API Platform

SAP Seeks Developers for Cloud Native, AI-Centric API Platform

SAP Seeks Developers for Cloud Native, AI-Centric API Platform
TheStreet TheStreet
5-star analyst aggressively resets Intel stock price target after earnings

5-star analyst aggressively resets Intel stock price target after earnings

Wall Street has spent years wondering when Intel would turn the corner. For a long stretch, patience wore thin. Now one of the most closely watched chip analysts on Wall Street is sending a clear signal that the turnaround story has legs. His latest note landed just days after Intel (INTC) posted ...