Technology ❯ Artificial Intelligence ❯ Infrastructure

Semiconductors

Nvidia Graphics Processing Units Broadcom Taiwan Semiconductor Manufacturing Memory and Storage High-Bandwidth Memory Chip Manufacturing Trade Tariffs Custom Accelerators Manufacturing

Broadcom Extends AI Lead With Blowout Quarter and Higher Q2 Outlook as Insider Sales Draw Scrutiny

A $73 billion AI backlog with steep Q2 guidance signals durable demand.

U.S., SoftBank Launch 10-GW AI Data Center and Gas Power Buildout at Ohio DOE Site

WSJ: ByteDance Taps Malaysia Cloud to Access 36,000 Nvidia Blackwell Chips Under Export Rules

Broadcom Slides 19% Since Earnings as Analysts Lift Targets and Back AI Outlook

Astera Labs Wins $195 Price Target as Bulls Reassess After 40% Slide

TSMC August Sales Point to a Q3 Beat as AI Orders Accelerate

Broadcom Shares Tick Higher After Hours on New Lloyds Deal as AI Momentum Lifts Outlook

Nvidia Rejoins $3 Trillion Club as CEO Jensen Huang Completes $713 Million Stock Sale