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On Thursday, Foxconn aid cloud and networking products—including AI servers—accounted for 41% of its second-quarter revenue, ...
On July 28, Jefferies noted that Nvidia’s H20 AI chip stockpile (600K–900K units) falls short of China’s demand. This demand, it noted, could reach 1.8M units now that there has been a ...
Demand in China has begun surging for a business that, in theory, shouldn't exist: the repair of advanced Nvidia artificial ...
Nvidia stock was gaining after cloud company CoreWeave said Tuesday that demand is “insatiable” for AI servers.
Semiconductor maker Micron just raised its guidance thanks to the booming AI data center demand for its memory chips.
Big tech stocks continue to fuel the artificial intelligence (AI) narrative, but I see one chip stock as largely ignored and ...
Micron Technology stock rises on higher guidance and strong operational execution, reflecting continued AI growth as big tech ...
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