Industry Trends

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Amazon Floats Selling Trainium AI Chips to Outside Customers

Jassy’s shareholder letter pegs chip revenue above $20 billion, signaling a push to turn in‑house silicon into a broader business.

Microsoft Ties Project Helix to Windows 11 With 'Xbox Mode' Rolling Out in April

Salesforce Shares Rise on Q4 Beat as Analysts Trim Targets

Nintendo Keeps Switch 2 Price Steady For Now Despite RAM Surge

KLA Beats Expectations and Guides Above Consensus as AI Tool Demand Grows, Shares Drop 7% After Hours

Phison E37T Sets a Low-Power Course for Gen5 SSDs at CES 2026

Apple’s A20 on TSMC 2nm Reported at $280 Per Chip, an 80% Jump

LG Chair Koo Urges Single Core Value And Focused Innovation In Year-End Address

ASML Re-Rated as Top 2026 Chip Pick as BofA and JPMorgan Hike Price Targets

SoundHound AI Lifts 2025 Revenue Outlook After Record Q3 as Losses Widen

Arm Joins Nvidia’s NVLink Fusion to Link Neoverse CPUs Directly to Nvidia GPUs

Google Flattens U.S. Ad Sales, Scraps Middle-Manager Layer in GCS

John Sculley Says OpenAI Is Apple’s First Real Rival in Decades

Aehr Test Systems Shares Slide After Q1 Beat as Company Withholds Guidance

Tech and Consulting Layoffs Deepen in AI Rebuild

Upscale AI Launches With $100 Million+ Seed to Build Open-Standard AI Networking

Leaked Scores Tip Snapdragon 8 Elite Gen 5 to Top AnTuTu Ahead of Qualcomm Summit

Cognition Raises $400 Million at $10.2 Billion Valuation

Reports: OpenAI Nears Mass Production of Custom AI Chips With Broadcom

OpenAI Confirms Sydney Office, Establishes Australian Entity, Starts Hiring