Technology ❯ Artificial Intelligence

AI Demand

Market Trends Market Impact Data Centers Cloud Computing Chip Manufacturing Memory Chips High-Performance Computing Supply Chain Business Applications Energy Consumption

TSMC Lays Out 2nm Surge and A13 for 2029 to Meet AI Demand

AI-fueled demand is driving aggressive scaling that has brokers raising targets.

TSMC Raises Guidance as AI Demand Spurs Bigger 3nm Spend

Micron Lifted as Analysts See Q2 Memory Price Surge on AI Shortage

SK Hynix Files Record $8 Billion Order for ASML EUV Tools for 2027 Delivery

WTO Sees 2026 Trade Growth Slowing to 1.9%, Flags Energy Shock Risk From Middle East War

Nvidia Delivers Another Record Quarter and Higher Outlook as Markets Stay Wary of AI Frenzy

Applied Materials Raises Outlook on AI-Fueled Demand; Shares Jump

Teradyne Stock Jumps on AI-Fueled Q4 Beat and Big Q1 Guidance

China Signals Opening for Nvidia H200 Orders as Jensen Huang Plans Beijing Trip

Nvidia Overtakes Apple as TSMC’s Biggest Customer, Reshaping Chipmaking Priorities

Micron Breaks Ground on New York Megafab, Moves to Buy Taiwan Plant as AI Memory Demand Sends Shares to Record

TSMC Rallies to Fresh Highs as AI Boom Deepens and U.S. Eases China-Plant Rules

Cisco Shares Eclipse Dot‑Com Peak for First Time Since 2000

U.S. Seals $80 Billion Nuclear Deal as Google Backs Iowa Plant Restart to Power AI

TSMC Lifts 2025 Outlook, Speeds 2nm Push in Arizona After Record Quarter

ASML Delivers Strong Q3 on Robust EUV Orders, Sets Q4 Outlook, Flags 2026 China Slide

Samsung Reportedly Clears Nvidia’s HBM3E Qualification, Turbocharging Shares and the Memory Outlook

Cisco Tops Q4 Estimates as AI Infrastructure Orders Double to $2 Billion

TSMC Posts Record Q2 Profit and Guides 30% Full-Year Growth While Warning of Tariff and Margin Risks

Amazon Temporarily Pauses Some International Data Center Lease Talks