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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.

Broadcom Ramps AI Infrastructure With 102.4 Tbps Switch Shipments as Bullish Targets Rise

At GTC, Nvidia’s Jensen Huang Proposes Token Budgets Worth Half of Engineer Pay

Oracle Reaffirms 4.5GW AI Build as Abilene Expansion Lease Falls Through

Reports Say Nvidia Will Debut Groq-Powered Inference Chip at GTC

Intel Backs SambaNova With $350 Million Round and Planned Multi-Year Inference Partnership as SN50 Debuts

Fractal Analytics IPO Draws Tepid Bids on Day 2 as AI Play Tests Market Nerves

Super Micro Raises Outlook as AI Server Demand Surges and Shares Whipsaw

Infineon Lifts Capex After AI Demand Drives Modest Q1 Gain

Analysts Double Down on Broadcom as AI Inference Buildout Gains Pace

Nvidia Debuts Vera Rubin, a Rack-Scale AI Platform, at CES 2026

LMArena Secures $150 Million Series A at $1.7 Billion Valuation

Samsung Begins Sampling SOCAMM2 LPDDR5X Server Memory in Nvidia Collaboration

Time Names 'Architects of AI' as 2025 Person of the Year

OpenAI to Acquire Neptune, Bringing Model‑Training Observability In‑House

HPE Adopts AMD’s Helios AI Racks for 2026 Launch With Juniper–Broadcom Scale‑Up Switch

xAI Rolls Out Grok 4.1 Free to All Users, Citing Faster, More Accurate Replies

OpenAI Strikes $38 Billion, Seven-Year AWS Deal to Broaden Cloud Supply

Meta Cuts About 600 AI Roles as It Refocuses on Superintelligence

OpenAI to Allow Erotica in ChatGPT for Verified Adults in December