This is an edition of the WSJ AI & Business newsletter, a weekly digest to help you make sense of AI’s impact on business with news, insights and data from our global team of technology journalists.
Feb 24 (Reuters) - Advanced Micro Devices (AMD.O), opens new tab said on Tuesday it has agreed to sell up to $60 billion worth of artificial intelligence chips to Meta Platforms (META.O), opens new ...
Meta hasn't only got eyes for Nvidia — it just signed a big chip deal with AMD. The social network giant has agreed to purchase 6 gigawatts' worth of AMD's artificial intelligence chips, the companies ...
Four months after closing a $1.1 billion funding round, chip startup Cerebras Systems Inc. today announced that it has raised an additional $1 billion from many of the same investors. Tiger Global led ...
Broadcom (AVGO) AI semiconductor revenue surged 74% in Q1 FY2026. Broadcom projects AI revenue will double to $8.2B. Taiwan Semiconductor (TSM) posted Q4 revenue of $33.73B with 77% from advanced 7nm ...
Broadcom (NASDAQ:AVGO) and Taiwan Semiconductor Manufacturing (NYSE:TSM) are emerging as major beneficiaries of the custom AI chip boom, capturing value alongside NVIDIA's continued dominance in the ...
Alibaba has unveiled its in-house high-end AI processor, Zhenwu 810E, advancing its strategy to vertically integrate AI chips, cloud infrastructure, and large language models. Developed by T-Head ...
Chipmakers may reportedly prioritize higher-margin customers using AI over automakers, which could affect production. Artificial intelligence has been widely adopted across multiple sectors, with ...
There’s a perpetual shortage of something in this era. Consumers are used to limits on everything from computers to eggs to phones to shoes. Chip shortages adversely affected new cars a few years ago ...
Micron was one of the top-performing stocks in the Nasdaq-100 last year. Micron has emerged as a critical player in high-bandwidth memory (HBM) solutions. Accelerating investment in artificial ...
Susan Dziubinski: I’m Susan Dziubinski, co-host of The Morning Filter podcast. Investors often own blue-chip stocks at the core of their portfolios. What are blue-chip stocks? Blue-chip stocks are the ...
Monday - Friday, 6:00 - 7:00 PM ET As shares of Micron headed higher on Friday, CNBC's Jim Cramer explained why he thinks chip stocks still have room to run. "Can these stocks keep going higher, ...