Tech giants are lining up over $300 billion in AI spend. Their CEOs are betting cheaper models will drive up AI demand.
Meta, Google, Amazon, and Microsoft are ramping up their AI capex spend, despite investor concerns that it's undermined by ...
Digi Times3d
Arm stands to benefit as AI innovations spur chip demands, with DeepSeek emerging as driving force
Amid the excitement surrounding AI, which is prompting developers to create related products that demand more Arm-based ASIC ...
Alpha & Omega Semiconductor targets AI and smartphone growth in Q3 2025 amid evolving product mix
Alpha and Omega Semiconductor Limited (NASDAQ:AOSL) Q2 2025 Management ViewCEO Stephen Chang highlighted that Q2 revenue and EPS ...
CIO Dive5d
Data center spend on chips nearly doubled last year: Gartner
Despite the banner year for semiconductors, downstream effects of Trump tariffs on the industry remain unclear.
Strong AI Demand Accelerates Recovery of HDD Magnetic Heads for TDK
Although TDK needs to invest aggressively to meet the requirements of the robust demand of auto MLCC, the company focuses on delivering stable dividends to shareholders. TDK’s three-year average ...
Mobile6d
Impact of Low-Cost AI Models on Nvidia and Tech Stocks
Nvidia market-cap loss hits $593 billion as DeepSeek's low-cost AI models challenge its market dominance and disrupt the tech ...
How DeepSeek Has Blown Open AI Race Between US and China
The sudden success of the Chinese AI startup took the tech world by surprise. Newsweek explores the impact on the U.S.'s lead in the industry ...
Experts Say DeepSeek Proves High-Performance AI Possible Without Silicon Valley's Spending
A new player in the AI arena, DeepSeek, has unveiled an open-source language model, R1, that experts say is a game-changer in efficiency, raising questions about the future of AI development.
Billionaire David Tepper of Appaloosa Is Selling a Half-Dozen Trillion-Dollar Companies in Favor of 3 Historically Cheap, Cash-Rich Value Stocks
Form 13F filings allow investors to track the buying and selling activity of Wall Street's top money managers. David Tepper ...
Trump must engage the Chinese on AI, semiconductor production, top analyst says
As China’s DeepSeek artificial intelligence app stunned both the stock market and the tech world this week, President Trump ...
USA Today16d
AI failed to detect Antioch school shooter's gun. Why experts say the million-dollar system is flawed
While Antioch High has several other safety measures in place, community members have raised concerns about the AI-powered weapon ... it’s all part of a billion-dollar education technology ...