AMD, Nvidia, Arm, Intel: Inside the $120 Billion CPU Gold Rush
CPUs have gone from an afterthought to becoming the AI trade’s next great bottleneck – and with AMD, Nvidia, Arm and Intel circling a market that is doubling nearly overnight, the only question left…
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Micron, Intel, and AMD add $2 trillion in combined market cap as AI investment broadens beyond Nvidia
Wall Street poured into chipmakers not named Nvidia in the second quarter, as the artificial intelligence boom expanded to include more supp
AI boom drives renewed demand for data center CPUs alongside GPUs
While most of the attention has been on GPUs, CPUs have continued to maintain their relevance – and they’re starting to attract more attenti
The AI Arms Race Shifts from Chip Supply to Electricity Infrastructure
The bottleneck has shifted from chips to power, and one under-the-radar stock just signed a 15-year, $2.6 billion AI lease that proves the t
The AI Arms Race Shifts from Chip Supply to Electricity Infrastructure
The bottleneck has shifted from chips to power, and one under-the-radar stock just signed a 15-year, $2.6 billion AI lease that proves the t
Nvidia stock lags behind other semiconductor companies despite AI boom gains
Nvidia (NVDA) stock is up about 15.44% year to date, at the time of writing, Friday afternoon, May 29.
Nvidia, AMD, and Samsung ramp up multi-billion dollar chip investments in Asia amid AI-driven demand
Tech giants are deepening their investments in Asia’s chip sector as demand for compute explodes.

AMD Shares Hit Record High Thanks to AI Hardware Boom
AMD was one of the week’s biggest tech market movers, with shares soaring almost 19% to an all-time high after the company delivered stronge

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