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Cerebras Jumps on Reports of Fast-Track Entry to S&P Dow Jones Indices After IPO Surge

Fresh gains test a thesis built on wafer-scale speed claims, steep build costs, plus a narrow customer base.

Nvidia Says Its China AI Market Share Has Fallen to Zero Under U.S. Export Curbs

Adobe Authorizes $25 Billion Buyback as It Ramps Up AI Tools and Partnerships

Bolt Graphics Tapes Out Zeus GPU Test Chip With 2027 Production Target

Jensen Huang Defends China Chip Sales, Admits Missing Early Bets on OpenAI and Anthropic

Micron Draws New Target Hikes on AI Memory Boom as Shares Ease After Big Run

Wall Street Sees Big Upside for Broadcom After Q1 Beat

SEALSQ Boosts $200 Million Quantum Fund, Readies Support for Wi‑SUN Smart Energy

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

Nvidia Lifts AI-Chip Orders Outlook to $1 Trillion by 2027 With Groq-Powered Inference Push

Nvidia Details Vera Rubin AI Rack With 10x Performance-Per-Watt

Nvidia Escalates CPU Push Against Intel and AMD as AI Workloads Evolve

Micron Rides HBM Shortage to Fresh Highs as 2026 Capacity Sells Out

AMD Climbs as AI Bets Build, Even With Nvidia Set to Lead Data Centers

SiFive Becomes First RISC-V IP Provider to Integrate Nvidia NVLink Fusion

Nvidia Stakes Out Physical AI Platform as Arm Unveils Dedicated Unit

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

Nvidia Puts Rubin AI Platform Into Full Production, Open-Sources Alpamayo for Autonomous Vehicles

Nvidia Open-Sources Alpamayo‑R1 to Advance Explainable Autonomy at NeurIPS

SoundHound AI Sees Revenue Surge as Voice-AI Leadership Draws Praise Despite 2025 Stock Slump