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Qualcomm and Amazon Announce Multi-Generation Collaboration on AI Silicon and Optical Connectivity

Qualcomm and Amazon Announce Multi-Generation Collaboration on AI Silicon and Optical Connectivity

Qualcomm and Amazon Announce Multi-Generation Collaboration on AI Silicon and Optical Connectivity
TheStreetTheStreet
Jim Cramer has strong message for Nvidia, Broadcom investors

Jim Cramer has strong message for Nvidia, Broadcom investors

After GPT-6 launched, Cramer came to CNBC's "Morning Meeting" with a very specific opinion.
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Broadcom Emerges as Key Competitor to Nvidia in Custom AI Chip Market

Broadcom Emerges as Key Competitor to Nvidia in Custom AI Chip Market

Broadcom Emerges as Key Competitor to Nvidia in Custom AI Chip Market
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Amazon CEO Andy Jassy Increases Capital Spending to $220 Billion for AI Infrastructure Amid Soaring Demand

Amazon CEO Andy Jassy Increases Capital Spending to $220 Billion for AI Infrastructure Amid Soaring Demand

Amazon CEO Andy Jassy Increases Capital Spending to $220 Billion for AI Infrastructure Amid Soaring Demand
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Marvell Technology Reports Accelerated Revenue Growth Driven by Data Center and AI Chip Demand

Marvell Technology Reports Accelerated Revenue Growth Driven by Data Center and AI Chip Demand

Marvell Technology Reports Accelerated Revenue Growth Driven by Data Center and AI Chip Demand
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PwC Projects $31.6 Trillion Global AI Infrastructure Spending by 2050, U.S. to Account for Nearly Half

PwC Projects $31.6 Trillion Global AI Infrastructure Spending by 2050, U.S. to Account for Nearly Half

PwC Projects $31.6 Trillion Global AI Infrastructure Spending by 2050, U.S. to Account for Nearly Half
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Piper Sandler Predicts Significant Growth Phase for AMD Driven by AI and Server Demand

Piper Sandler Predicts Significant Growth Phase for AMD Driven by AI and Server Demand

Piper Sandler Predicts Significant Growth Phase for AMD Driven by AI and Server Demand
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TSMC Reports Record August Revenue Driven by Robust AI Chip Demand

TSMC Reports Record August Revenue Driven by Robust AI Chip Demand

TSMC Reports Record August Revenue Driven by Robust AI Chip Demand
FactFableFactFable
What to Check Before Buying Smart Glasses 2026

What to Check Before Buying Smart Glasses 2026

Considering smart glasses in 2026? This guide breaks down the essential features to check, from AI capabilities and display tech to privacy and style.
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Meta Begins Mass Production of Iris AI Chip, Signaling Shift in Hyperscaler Dependence on Nvidia

Meta Begins Mass Production of Iris AI Chip, Signaling Shift in Hyperscaler Dependence on Nvidia

Meta Begins Mass Production of Iris AI Chip, Signaling Shift in Hyperscaler Dependence on Nvidia
ReutersReuters
Qualcomm strikes AI chip deal with Amazon, offers right to buy about $4 billion in stock

Qualcomm strikes AI chip deal with Amazon, offers right to buy about $4 billion in stock

Sept 8 (Reuters) - Qualcomm on Tuesday reached a deal to develop custom chips with Amazon for AI data centers, giving it the right to acquire about $4 billion in shares in exchange for $60 billion in business with the chipmaker.
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Broadcom Raises AI Chip Revenue Forecast Amid Hyperscaler Demand for Custom Solutions

Broadcom Raises AI Chip Revenue Forecast Amid Hyperscaler Demand for Custom Solutions

Broadcom Raises AI Chip Revenue Forecast Amid Hyperscaler Demand for Custom Solutions