TPU v7 AI chips and Apple partnership drive upside, with reasonable valuation. Read the latest analysis on the stock here.

Overview Leading US AI companies are driving innovation by advancing agentic systems, enterprise automation, and large-scale ...

Custom AI chips could become the largest part of its business in 2026. However, I think there could be another member of the ...

The AI hardware market is undergoing a major transformation. Nvidia's dominance with GPUs is being challenged by specialized ...

Tensor is trying to collapse the distance between a luxury car, a robotaxi and a cloud server rack. Its new Tensor Robocar is ...

万协通并非单纯的芯片制造者，而是底层计算架构的深度重构者。公司的核心技术特征在于对基础运算单元（BOU）原子性与可塑性的极致挖掘。正是基于这一“底层重构”基因，万协通打造了革命性的可重构TPU芯片——它能根据AI模型的需求，通过配置动态重组BOU这些 ...

If GenAI is going to go mainstream and not just be a bubble that helps prop up the global economy for a couple of years, AI ...

Alphabet Inc. surpasses $4 trillion market cap, overtaking Apple as AI leader with Gemini powering Siri and strong investor ...

Building on over 40 years of innovation, Datalogic continues to redefine the point of sale experience with the introduction ...

This market-cap weighted ETF nearly tripled the performance of the S&P 500. As a long-term outperformer, the semiconductor ...

Hyperscaler demand is tightening memory supply and lifting semiconductor prices, prompting analyst upgrades for Intel and AMD ...

以英伟达为首的AI芯片厂商不断迭代升级其最新AI芯片的功率。英伟达已从Maxwell时代单颗芯片250W提升至B200芯片的超过1000W；谷歌、微软、Meta等自研芯片也向单颗1000W以上迈进。通过NVL72（英伟达）、Superpod（谷歌）等多芯片设计，单机柜功率进一步向MW级迈进。我们认为，至2028年北美新增AI数据中心功率可达71GW。