Tag
AI Chips
7 articles
DeepX Targets $700M IPO as Edge AI Chip Market Draws Institutional Capital
The South Korean chip designer plans a 2026 domestic listing at a reported KRW 1 trillion valuation, backed by $103 million across four private rounds.
AMD Tops $200 Price Target as Wall Street Backs MI300X AI Chip Demand
Institutional volume exceeds 100 million shares daily as cloud providers deploy accelerators to challenge Nvidia's data center dominance
Nvidia Target Raised to $320, Implying 42 Percent Upside on AI Demand
Wall Street analyst cites enterprise and sovereign AI infrastructure spending as key drivers for the chipmaker's continued dominance
Cramer Highlights Cerebras; Nvidia Remains Top Public AI Chip Play at $280 Target
Private AI chipmaker's rising profile underscores sector demand, but Nvidia offers investors direct exposure to accelerating infrastructure buildout
Micron, TSMC Options Show Aggressive AI Chip Demand
Investors bought deeply out-of-the-money calls on Micron Technology and Taiwan Semiconductor Manufacturing, pointing to expectations for sustained growth in AI-driven chip demand
AMD's 320% Gain Challenges Nvidia's AI Chip Dominance
Advanced Micro Devices' strong annual performance and MI300X accelerator wins challenge Nvidia's market leadership in AI chips
Uber's AWS Graviton Shift: A $50M Annual AI Cost Reduction Bet
Ride-sharing giant Uber is moving significant AI workloads to Amazon's custom-designed Graviton and Trainium chips, signaling a strategic shift to optimize cloud infrastructure costs and enhance operational efficiency amidst intense competition.