Technology ❯ Artificial Intelligence

AI Demand

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

ASML Jumps 5% After Bullish AI Calls Signal Multi-Year EUV Demand

Analyst notes linked persistent AI chip demand to stronger EUV equipment orders across the supply chain.

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

SK Hynix Reports Record Revenue and Profit Growth Driven by AI Memory Demand

Palantir Surges on Strong Q3 Earnings and AI-Driven Revenue Forecast Boost

Samsung's Q3 Semiconductor Profits Plunge 40% Amid AI Chip Challenges

TSMC Surpasses Revenue Estimates, Driven by AI Chip Demand

Lumen Technologies Stock Surges on AI-Driven Demand