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Broadcom and OpenAI Unveil Jalapeño Chip and Move Toward Gigawatt AI Deployments

The custom, AI‑assisted accelerator is being paired with a $35 billion financing platform to help fund large-scale data‑center builds.

Cerebras Posts Revenue Beat and Raises Outlook as Shares Fall on Margin Warning

AI Demand Creates a Multi-Year Memory Shortage

Corning Locks Multiyear Amazon Fiber Deal and Accelerates U.S. Factory Buildout

Broadcom Launches $35 Billion AI XPV Platform to Fund Large-Scale Compute

Berkshire Shifts Toward AI as Abel Commits $10 Billion to Alphabet

IonQ Posts Record Q1 Revenue as Shares Rally

Arm Shifts From IP Licensor to Seller With Its Own AGI Data‑Center CPU

Analysts Lift Marvell Targets as AI Bets Drive Stretched Valuation

ARK Invest Extends Rotation From Chip Stocks to AI, Defense and Healthcare

Rigetti’s 66% Slide Leaves a Pricey, Loss‑Making Bet

Vertiv Deepens AI Data‑Center Push With Liquid‑Cooling Deal and Big‑Build Roles

SK Hynix Nears $1 Trillion as AI Memory Boom Lifts Korea’s Market

CoreWeave Extends AI Footprint With Anthropic Deal, $1 Billion Debt Raise

Quantum Computing Stocks Draw Fresh Buys as IonQ Sales Soar and D‑Wave Finds Real‑World Work

Rigetti Launches 108‑Qubit Quantum System on AWS Braket

Micron Soars on AI Memory Crunch as Analysts Lift Targets to $600

Anthropic’s ‘Project Glass Wing’ Partners With CrowdStrike and Palo Alto, Lifting CRWD Shares

Jefferies Upgrades Kratos to Buy With $85 Target as Stock Jumps

Alphabet’s AI Strategy Gains Traction as Wall Street Lifts Targets and Product Rollouts Accelerate