Topic
AI demand
23 stories related to this topic, newest first.
finance4 days ago
Microsoft shops multiple clouds to meet AI demand; Oracle maintains security boundaries
Microsoft was in talks to lease Oracle Cloud capacity, but walked away from the deal on security concerns - Insider. $MSFT $ORCL Microsoft was recently in talks with Oracle about leasing the company's cloud infrastructure, but the deal fell through due to security and compliance…
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technology14 days ago
Intel CEO outlines CPU focus as AI demand shifts
Intel's new leadership has cut 34 percent of staff and secured an $8.9 billion U.S. government investment. The company now sees rising demand for central processing units to run AI inference tasks.
The Japan Timestechnology18 days ago
TSMC Raises 2026 Sales Outlook Above 30% as AI Demand Outpaces Capacity Expansion
C.C. Wei told shareholders the company cannot meet all orders even with new U.S. plants. TSMC still forecasts more than 30 percent sales growth for 2026.
koreatimes.co.krtechnology19 days ago
Chipmaker reaches $1 trillion market value after AI demand rise
A semiconductor company crossed the $1 trillion valuation mark after shifting focus to high-bandwidth memory products. The change followed guidance from a major graphics processor supplier. The company had previously maintained a conservative financial approach.
technology25 days ago
Custom-chip maker reports stronger revenue growth outlook on AI demand
The company said revenue growth is expected to continue accelerating each quarter for the rest of the fiscal year. MarketWatch reported the announcement prompted a rise in the company's stock price.
upi.comtechnology30 days ago
South Korea Exports Rose 52.6 Percent in Early May
South Korean exports increased 52.6 percent year-over-year in the first 20 days of May. The gain was led by semiconductor and computer shipments tied to AI demand.
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techcentral.co.zatechnology32 days ago
Samsung, TSMC shares gain on AI demand
Samsung and TSMC shares have increased as demand for AI-related chips grows. The gains have affected stock markets in South Korea and Taiwan.
finance.yahoo.comtechnology32 days ago
Semiconductor Index Rises 60 Percent Year to Date on AI Demand
The PHLX Semiconductor Index has risen 60 percent year to date and 131 percent over the past twelve months. Semiconductor analysts said artificial intelligence spending continues to drive demand across memory, networking, power semiconductors, and infrastructure companies.
Forbesfinance34 days ago
Nvidia, CoreWeave and Palantir Shares Rise as AI Demand Grows
Nvidia, CoreWeave and Palantir reported different stock gains over the past year. Each company supplies distinct parts of the AI market, from chips to cloud services to data software.
finance.yahoo.comfinance37 days ago
TD Cowen Raises NVIDIA Price Target to $275, Cites AI Demand Ahead of Earnings
TD Cowen increased its price target on NVIDIA to $275 from $235 while maintaining a Buy rating. The firm cited strong AI demand, hyperscaler spending and an expanding Blackwell and Rubin pipeline as reasons for its bullish stance. The move comes ahead of the company's upcoming ea…
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japantimes.co.jptechnology37 days ago
Kioxia Plans US Listing as Profits Surge on AI Demand
Kioxia, the Japanese flash memory maker spun out from Toshiba, reported a sharp rise in profits driven by demand for memory chips used in artificial intelligence applications. The company plans to list American depositary shares in the United States to broaden its investor base.…
finance.yahoo.comai46 days ago
AMD Revenue Rises 38% as Data Center Growth Exceeds Estimates
Advanced Micro Devices reported first-quarter revenue of $10.25 billion, beating expectations, driven by a 57% surge in data center sales. The company forecast second-quarter revenue of $11.2 billion, also above consensus. AMD shares rose 16% following the results as investors be…
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Semaforai46 days ago
Samsung Market Cap Tops $1 Trillion as Chip Stocks Rise Amid AI Demand
South Korea’s Samsung saw its market capitalization surpass $1 trillion as semiconductor demand rose. SK Hynix hit a record high and Alphabet advanced on a $200 billion Anthropic deal. AI firms DeepSeek and Anthropic pursue large valuations while analysts note sector momentum.
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upi.comfinance47 days ago
Samsung Electronics Surges Past $1 Trillion Market Cap as Shares Jump Over 15%
Samsung Electronics reached a $1 trillion market capitalization on Wednesday as shares surged more than 15%, driven by strong first-quarter results and AI demand. The company became the second Asian firm to hit this milestone after TSMC. Related stocks like SK Hynix also rose sha…
Euronewsfinance47 days ago
US, Japan and South Korea Stock Indices Hit Record Highs
Major stock indices in the United States, Japan and South Korea reached new all-time highs this week, even as the war in Iran disrupts global energy markets and shipping routes. Oil prices stand at a four-year high, with 10-12 million barrels a day disrupted in the Strait of Horm…
techjuice.pkfinance48 days ago
Meta Secures $13 Billion Financing for AI Data Center in Texas
Meta Platforms is arranging a debt-led financing deal worth approximately $13 billion to build a large AI data center in El Paso, Texas. The package is backed by Morgan Stanley and JPMorgan Chase, highlighting tech companies' investments in AI infrastructure. This move reflects t…
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philstockworld.comai53 days ago
Murata Reports Fourth-Quarter Earnings Beating Analyst Estimates on AI Demand
Murata announced its fourth-quarter earnings, which exceeded analyst estimates. The results were driven by strong demand from artificial intelligence data center builders. This reflects recent trends in AI infrastructure growth.
CNBCfinance53 days ago
Alphabet Reports Strong Q1 2026 Earnings with Increased AI Investments
Alphabet reported first-quarter revenue of $109.9 billion, exceeding expectations, with earnings per share at $5.11. The company announced higher capital expenditures for 2026, driven by AI demand. Shares rose more than 6.5% in after-hours trading following the results.
Semaforai62 days ago
AI Demand Leads to Mac Mini Shortages and Higher Costs for Anthropic Users
Increased demand for AI computing has caused shortages of the Mac Mini, which is used for running local AI agents. Anthropic plans to introduce direct charges for computing power to some business customers. This follows a spike in usage after the launch of its coding agent.
middleeasteye.netfinance66 days ago
TSMC Reports 58% Profit Increase Amid Rising AI Demand and Iran War Concerns
Taiwan Semiconductor Manufacturing Company (TSMC) announced a 58% increase in first-quarter profits driven by demand for AI technology. The company also highlighted potential supply chain challenges linked to the Iran conflict and plans to expand chip production capacity globally…
Substrate placeholder — needs reviewai72 days ago
Anthropic Agrees to Rent Data Center Capacity from CoreWeave for AI Demand
Anthropic has agreed to rent data center capacity from CoreWeave to address growing demand for its artificial intelligence services. The arrangement supports Anthropic's expansion in AI infrastructure. Details on the agreement's terms were not disclosed in the report.
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Substrate placeholder — needs reviewfinance74 days ago
Nvidia Secures Majority of TSMC's Advanced Chip Packaging Capacity Amid AI Demand Surge
Nvidia has booked most of TSMC's advanced packaging capacity for AI chips, creating a potential bottleneck in production. TSMC is constructing its first U.S. packaging facilities to address the issue, while Intel expands its own operations in Arizona and Texas. The process, curre…
techcentral.co.zaai77 days ago
Hon Hai Precision Industry Reports 29.7% Increase in Quarterly Sales Amid AI Demand
Hon Hai Precision Industry Co. announced a 29.7% rise in quarterly sales, attributed to ongoing demand for artificial intelligence products. The report coincides with the initial weeks of conflict in the Middle East. The company, known for manufacturing electronics, provides comp…
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