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Demand Analysis

AI Spending Mobile Devices High-Performance Chips AI Memory Demand AI Clients Artificial Intelligence AI Tools Cloud Infrastructure GPU Market AI Chips AI Accelerators Data Centers Revenue Projections Chip Manufacturers AI Demand

4 ARTICLES

5mo ago

Softcat Raises Full‑Year Profit Forecast After AI Infrastructure Surge

Corporate demand for AI‑capable hardware, together with an order pull‑forward caused by memory shortages, lifted third‑quarter results and pushed management to raise its outlook.

11 ARTICLES

last yr.

Seagate Surges on AI-Driven Beat and Strong Outlook, Signaling a Storage Rebound