“All-in, we are hearing about more AI server momentum at Dell than at any other OEM,” Woodring wrote, saying that he expected about $10 billion of AI server revenue in the company’s fiscal 2025 — ending next February. Wednesday’s move was the largest since March 1, when the stock surged after earnings showed the computer …
The launch of Intel ‘s latest artificial intelligence chip is expected to benefit three global semiconductor companies, according to Morgan Stanley. Intel unveiled its third-generation AI accelerator, Gaudi 3 , earlier this month. The semiconductor giant said the latest chip is twice as power-efficient and can run AI models one-and-a-half times faster than Nvidia’s H100 GPU …
While chip darling Nvidia has grabbed headlines for its impressive stock performance, driven by excitement around artificial intelligence, an under-the-radar German company has quietly seen its shares nearly double in 2024. ParTec , a developer of supercomputing systems, has surged over 95% year-to-date as investors have started to take notice of its potential. While the …
SHANGHAI, CHINA – JULY 28, 2023 – Photo taken on July 28, 2023 shows the AMD logo at the 2023 ChinaJoy in Shanghai, China. CFOTO | Future Publishing | Getty Images U.S. chip giant Advanced Micro Devices is betting on AI PCs to take on rivals including Nvidia and Intel as the AI race heats …
Apple Inc. MacBook Pro and Air laptops at the new Apple Inc. store inside the Starfield mall during its opening in Hanam, South Korea, on Saturday, Dec. 9, 2023. SeongJoon Cho | Bloomberg | Getty Images The slump in personal computer sales is likely to end next year as consumers appear set to buy newer …