#Semiconductors

Goldman Sachs Says AI Trade Climbs the Stack

Goldman Sachs strategists say the AI trade is moving from chips to inference, with 2027 capex visibility set and 2028 still an open question.

Amazon Career Choice 2026 Adds Pro Credentials

Amazon expands Career Choice to bachelor’s holders with six new credentials from Stanford Online and others, opening October 2026.

Azure Maia 200 AI accelerator faces yield test

Microsoft reframes AI infrastructure around yield, with Azure Maia and Cobalt co-design aimed at agentic workloads that use 3,400x more tokens.

CrowdStrike and Tesla Lead AI Security Surge as Alibaba Slides on Revenue Miss, SOXX +0.5%

CrowdStrike Holdings surged 5.8% after reporting its best-ever fiscal quarter on AI-driven cybersecurity demand, while Tesla jumped 5.5% on autonomy catalysts. Alibaba slid 4.1% as its fourth consecutive EPS miss continued to weigh on China AI sentiment.

ARM and Chip Stocks Pull Back on Tariff Fears as ServiceNow, Amazon Lead AI Software Surge

ServiceNow crossed $1 billion in AI annual contract value as enterprise software names surged Friday, while the SOXX index dropped 3.2% on semiconductor tariff expansion fears. ARM fell 6.3%, ACMR plunged 7.5%, and NVDA slid 4.6% as the chip complex bore the brunt of the sell-off.

Nvidia's 70% Growth Is the main topic

Nvidia guided 70% growth for fiscal 2028 vs 45% expected, saying demand could double supply if chips were available.

Salesforce and CrowdStrike lead AI security stocks on earnings blowout, SOXX +2.0%

Salesforce surged 22.6% and CrowdStrike jumped 20.5% Thursday after both reported fiscal Q2 results that sharply beat estimates, driving the broadest single-session gain in AI security names in more than a year. Palo Alto Networks gained 12.8% in sympathy, ServiceNow added 10%, and Nvidia climbed 8.7% as the S&P 500 rose 0.72% and SOXX gained 2.0%.

LLMs Fail to Write Fast Multi-GPU Kernels

Simran Arora from Together AI discusses the challenges of multi-GPU kernel development and why current LLMs struggle to optimize them, despite ongoing research.

Nvidia's 70% Growth Outlook Driven by AI Demand

Angelo Zino of CFRA Research discusses Nvidia's strong AI-driven growth, projecting 70% revenue expansion. He covers hyperscaler demand, customer diversification, and competitive threats.

NVIDIA Vera CPU Ships, Targeting Agentic AI Workloads

Nvidia CFO: Revenue to Grow 70% Amid High AI Demand

Nvidia CFO Colette Kress forecasts 70% revenue growth in fiscal 2028, driven by AI demand, while acknowledging supply chain challenges and a slight dip in margins.

Lam Research CEO on AI Demand & Semiconductor Innovation

Lam Research CEO Tim Archer discusses the surge in AI-driven chip demand and the company's $3B investment in R&D labs to meet the growing need for advanced manufacturing processes.

AWS and NVIDIA Supercharge AI with 2 Million More GPUs

AWS and NVIDIA are expanding their partnership, committing to deploy 2 million more NVIDIA GPUs by 2028 and integrating NVIDIA Vera CPUs.

ARM Holdings and Oracle power AI stock gains as Nvidia earnings loom

Arm Holdings surged 3.93% and Oracle advanced 2.84% to pace the AI equity complex on August 26, as Bank of America raised its ARM price target and Oracle's AI cloud backlog held firm. Nvidia eased 1.59% ahead of its fiscal Q2 earnings due after the bell; Super Micro slid 2.78% on a Taiwan export-scheme indictment.

Nvidia Earnings Loom as Gates Warns on AI Risks

Nvidia's earnings report is a key AI spending indicator, while Bill Gates warns of AI's potential dangers and calls for regulation.

Maia 200: Dataflow's AI Ascent

The Maia 200 AI accelerator pioneers SDLA, shifting AI compute to data-movement-centric architectures for superior efficiency and performance.

Super Micro and AMD Power AI Chip Rally Ahead of Nvidia Earnings, SOXX +1.56%

Super Micro Computer surged 9.35% and AMD gained 4.91% after a Raymond James Strong Buy upgrade, leading AI chip stocks higher as markets positioned ahead of NVIDIA's quarterly earnings due Wednesday. The SOXX semiconductor ETF advanced 1.56% while Palo Alto Networks and CrowdStrike pulled back 3.1% and 2.8% respectively on cybersecurity sector rotation.

Nvidia's Earnings, Apple's New Macs, and OpenAI's Chip Claims

Nvidia faces a crucial earnings report as its stock aims to rebound. Apple also launches new Macs with upgraded processors, while OpenAI claims its new chips outperform Nvidia's.

Nvidia Earnings Preview, Apple's AI Macs & OpenAI's Chip Ambitions

Nvidia's stock rebound, Apple's new Mac Minis, and OpenAI's custom chip claims dominate tech news. Experts discuss Nvidia's earnings outlook and the shifting software market.

OpenAI's Jalapeno Chip Challenges Nvidia's Dominance

OpenAI's VP of Hardware, Richard Ho, discusses the company's new custom inference chip, Jalapeno, claiming it outperforms Nvidia in key benchmarks and highlighting its novel architecture.

LLM Query Types Drive GPU Demand

LLM query types dramatically affect GPU demand, memory, and power, highlighting the need for optimized AI infrastructure planning.

Apple Launches Mac Studio with M5 Ultra AI Powerhouse

Apple unveils M6 chip 2nm, M5 Ultra pushes AI compute

OpenAI's Jalapeño Chip Boosts AI Inference

OpenAI's new Jalapeño inference chip achieves record speed and efficiency, powered by AI-assisted design and programming.

Micron and MongoDB Sink as AI Chip Complex Buckles Before Nvidia Earnings, SOXX -2.67%

AI chip stocks tumbled Monday as Micron faced Netlist patent headwinds and investors braced for Nvidia earnings Wednesday. Hyperscalers Meta, Amazon, and Alphabet defied the selloff, diverging from semiconductors by the widest margin in weeks.

Nvidia Price Hikes: Demand Outstrips Supply

Simon Leopold of Raymond James discusses Nvidia's upcoming price hikes, driven by memory costs, and the company's financial strategies.

Nvidia Faces Price Hikes Amid AI Chip Demand Surge

Nvidia's AI servers face price hikes, while Apple cuts jobs to focus on AI. SoftBank and Alibaba make major funding moves in the global AI race.

IBM and Arm Forge Dual-Architecture Processor for Enterprise

NVIDIA Vera Rubin Inference Gains Speed with LPX, CPX Platforms

The inference chip layer raised $1.65 billion in five days. The AI cloud answered with $5.6 billion in bonds.

Etched, Fractile, and Groq split $1.65B on competing chip bets while Nebius and Domyn borrowed $5.6B in convertible debt. Castelion hit $13B making hypersonic missiles. Week of Aug 17-23, 2026.

AI for Chip Design: AIDAChip's Vision for Team Alignment

AIDAChip's Abdullah Muhammad outlines a new AI architecture, a 'shared nervous system,' designed to boost alignment and efficiency in complex fields like chip design.

Alibaba tumbles on earnings miss as Tesla robotaxi win and Cloudflare agent surge lift AI stocks

Alibaba slid 8.6 pct on a fiscal Q1 earnings miss as AI capital spending ran 4.5 times faster than new cloud revenue growth. Tesla jumped 5.1 pct on Nevada's 5,000-vehicle robotaxi approval and Cloudflare gained 5.1 pct after AI-agent traffic crossed 50 pct of network volume.

AI Debt Surge Challenges Market Appetite, Raises Buildout Risks

Erika Klauer of Science and Technology Partners discusses the massive debt issuance for AI infrastructure and the market's struggle to absorb it, alongside buildout risks.

Anthropic Preps for Blockbuster IPO, Aims to Top SpaceX

Anthropic aims for a historic IPO, potentially matching SpaceX's $75B debut, amidst significant financial questions. Broadcom plans a $60B+ debt deal for AI chip financing.

Broadcom's $60B AI Debt Deal, Nvidia's Ecosystem Play

Mandep Singh of Bloomberg Intelligence discusses Nvidia's evolving AI strategy, Broadcom's debt financing, Anthropic's IPO prospects, and the resilient US consumer.

Broadcom's $100B AI Debt Deal Structure Explained

Broadcom is reportedly seeking over $60 billion in a complex debt deal to fund AI infrastructure, utilizing an SPV structure similar to NVIDIA's proposal.

Agentic AI Demands System-Level Coordination, Arm Argues

Broadcom in Talks for $60B+ AI Chip Financing

Broadcom is reportedly in talks to raise over $60 billion in debt financing for AI chip deals, potentially benefiting Anthropic and other AI companies.

Broadcom Eyes $100B AI Debt Deal with Blackstone, Apollo

Broadcom is reportedly seeking up to $100 billion in debt financing for AI infrastructure, partnering with Blackstone and Apollo in a massive deal.

CrowdStrike and Cloudflare Lead Cybersecurity Drop as Micron Outperforms

CrowdStrike fell 5.6% after Axios reported departing CTO Elia Zaitsev is launching an AI venture fund, dragging fellow cybersecurity names lower. Micron Technology rose 4.0% on AI inference memory demand, helping SOXX hold positive at +0.52% as the S&P 500 slipped 0.87% on rising bond yields.

AMD Adds Tech Veteran Tim Ryan to Board

AMD appoints Tim Ryan, former PwC U.S. Chair and Citi tech lead, to its board to bolster AI and HPC strategy.

Marvell & Google Deepen AI Chip Partnership

Marvell Technology and Google are expanding their chip development partnership, with Google gaining rights to buy up to $12B in Marvell stock, focusing on AI accelerators.

ServiceNow and Salesforce power AI software stocks higher as chip names retreat, SOXX -2.2%

ServiceNow surged 6.5% after its AI agent products crossed $1 billion in annualized contract value, lifting Salesforce and other enterprise-software names. The chip-equipment cohort fell sharply, with ACM Research and Dell among the biggest losers as institutional traders trimmed ahead of Nvidia's August 26 earnings.

Cerebras CS-4: AI Speed Leap

Cerebras launches CS-4 AI accelerator, claiming up to 30x faster inference than GPUs with new wafer-scale engine and rack design.

Baidu and CoreWeave Lead AI Selloff as 30-Year Treasury Yields Hit Multi-Year Highs

AI chip stocks fell sharply Tuesday as the 30-year Treasury yield climbed to 5.32 pct, sending SOXX down 4.96 pct and pushing Baidu and CoreWeave to double-digit losses. monday.com surged 5.65 pct on an earnings beat, leading a narrow countertrend rally in enterprise AI software.

AI Race: Is US Dominance Dangerous?

Tech analyst Ben Thompson discusses the potential dangers of US AI supremacy and the complex economic and geopolitical factors shaping the AI race.

Applied Materials and ACM Research lead chip equipment rally on AI demand, SOXX +1.6pct

Chip equipment names dominated Monday as Applied Materials posted record Q3 revenue of $9.12 billion, ACMR surged 6.49pct and Teradyne rose 5.81pct. SOXX climbed 1.58pct while the S&P 500 slipped 0.52pct in a decisive rotation from AI software into AI hardware.

Anthropic Fuels Marvell, Macy's Gains, Hive Digital Surges

Bloomberg's Stock Movers podcast discusses Marvell Technology's rally driven by Anthropic's revenue growth, Macy's investor interest, and Hive Digital's surge on a $350M AI data center deal.

Anthropic Revenue Surges, Wealthy Bet on SpaceX

Anthropic's $11.5B Q2 revenue, family office investments in SpaceX, and autonomous excavators lead tech news.

AI Buildout Enters Riskier Phase, Says Parnassus CIO

Parnassus Investments CIO Todd Ahlsten discusses the AI buildout's risks, highlighting bottlenecks, GPU economic life, and software sector vulnerabilities.