A new generation of data centers is driving growth among the technology suppliers essential to their development. Nvidia's ...

Many projects were in the works before the president took office, but some companies say Trump is helping add momentum and cut red tape.

Aeluma’s defense-driven momentum and proprietary tech show promise, but scaling risks and stretched valuation warrant caution ...

Scale-up fabrics connect accelerators (GPUs, AI processors) within a single rack or AI pod, prioritizing ultra-low latency ...

Marvell Technology stock has dropped 34% YTD, lagging behind Nasdaq 100. Marvell's lower market share in ASICs compared to ...

What lies ahead for troubled semiconductor technology company Wolfspeed? Seeking Alpha analysts weigh in. Read more here.

Nvidia became the first publicly traded company to surpass a $4 trillion market capitalization value, 13 months after ...

Goldman Sachs says Nvidia, Broadcom, Cadence and Synopsys are best positioned for the next phase of AI growth. AMD, Arm, and ...

We won’t see any new MacBook Pro in 2025, according to Bloomberg’s regular Apple leaker Mark Gurman, who says Apple may delay ...

Arago, a Paris and Silicon Valley-based deeptech startup pioneering a new class of energy-efficient AI chips powered by light ...

Artificial intelligence systems like ChatGPT are notorious for being power-hungry. To tackle this challenge, a team from the ...

Arizona is bringing the nation's largest semiconductor event to the Valley in 2025. Behind the scenes, the hard work is ...