18A is the node when Intel believes it will surpass TSMC in process technology. On the call, Gelsinger noted Intel's internal 18A products, Clearwater Forest for data centers and Panther Lake for PCs, ...

Nvidia AI chips such as H100 continue to be in such huge demand that some tech companies are now using them as collateral to raise loans and funds, says a report. The same report also highlights that ...

Investors today don't have anything as simple to use in detecting problems for companies as canaries in the coal mine. However, paying close attention to comments made in the quarterly earnings calls ...

Wall Street’s financial titans have invested more than $11 billion into a niche group of AI-focused tech companies. These “neo-cloud” firms are leveraging NVIDIA’s powerful GPU technology to dominate ...