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

Investing.com - 谷歌(Google)(NASDAQ:GOOGL)正在为2026年人工智能基础设施的重大扩张做准备，其第七代张量处理单元(Tensor Processing Unit，TPU)，代号为Ironwood，将进入大规模部署阶段，加强与基于GPU的系统的竞争，但并不会完全取代它们。

After ending 2025 in a bad way, shares of semiconductor giant Broadcom (NASDAQ: AVGO) have continued to face pressure in 2026 ...

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 ...

Broadcom is primed to deliver explosive growth this year.

The NVIDIA-Groq $20 billion deal announced on December 24, 2025 is a major strategic move in the AI hardware space. NVIDIA and Groq clarified that it is not a full company acquisition. The deal is ...

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

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

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

It continues to benefit from the success of TPUs, and it will deliver $21 billion worth of TPUs to Anthropic later this year, ...

Analysts at Pivotal Research warned in a recent note to clients that should ChatGPT-maker OpenAI may cut its spending or face other issues due to its .

The semiconductor and AI specialist has been a big winner over the past few years. Does it still have room to run?