#rambus

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Venture
from24/7 Wall St.
1 day ago

Why Marvell's Breakout Deserves Investors' Attention

Marvell stock shows potential for long-term growth following Nvidia's $2 billion investment, despite short-term market fluctuations.
Mobile UX
fromGSMArena.com
15 hours ago

Here's how much more Xiaomi is currently paying for memory and storage

Xiaomi is facing a significant increase in RAM and storage costs, impacting smartphone pricing and margins.
#intel
Tech industry
from24/7 Wall St.
3 days ago

Intel Jumps 8%, AMD Rises 3%: A $14.2 Billion Fab Deal and AI Momentum Lift the Chip Sector

Intel and AMD stocks rise due to company-specific optimism, driven by Intel's $14.2 billion fab deal and AI-related CPU price hikes.
Business
from24/7 Wall St.
5 days ago

Intel Slides 5%, AMD Drops 3%: The Semiconductor Sector Is at a Crossroads

Intel and AMD stocks are experiencing a pullback despite previous gains from anticipated CPU price increases due to AI demand.
Tech industry
from24/7 Wall St.
20 hours ago

Intel's Panther Lake Chip is Seriously Impressive. It's Time to Buy the Stock

Intel's stock has surged nearly 130% under CEO Lip-Bu Tan, signaling a potential comeback in the chip industry.
Business
from24/7 Wall St.
2 days ago

Intel Climbs 4% as AI Hardware Momentum and Fab Buyback Make the Bull Case Hard to Dismiss

Intel's stock rises due to a significant buyback and growth in AI hardware, reflecting strong financial health and operational autonomy.
European startups
fromTechzine Global
3 days ago

Intel regains ownership of Irish factory in multi-billion-dollar deal

Intel is repurchasing its 49% stake in Fab 34 for $14.2 billion, ending the joint venture with Apollo Global Management.
Tech industry
from24/7 Wall St.
3 days ago

Intel Jumps 8%, AMD Rises 3%: A $14.2 Billion Fab Deal and AI Momentum Lift the Chip Sector

Intel and AMD stocks rise due to company-specific optimism, driven by Intel's $14.2 billion fab deal and AI-related CPU price hikes.
Business
from24/7 Wall St.
5 days ago

Intel Slides 5%, AMD Drops 3%: The Semiconductor Sector Is at a Crossroads

Intel and AMD stocks are experiencing a pullback despite previous gains from anticipated CPU price increases due to AI demand.
Gadgets
fromKotaku
2 days ago

Memory Hoarder Panicking After RAM Prices Star To Dip

A memory vendor expresses concern over falling DRAM prices, fearing financial loss from stockpiled components.
Video games
fromKotaku
1 day ago

The RAM Apocalypse Is Killing The PC Gaming Handheld Market

PC gaming handheld prices are skyrocketing, with the Legion Go 2 now priced at $2,000, significantly impacting the market's momentum.
Silicon Valley
fromFortune
1 day ago

I helped build Uber and Discord and now my tools help fuel billion-dollar unicorns. But Silicon Valley is losing the AI race to itself | Fortune

Silicon Valley is falling behind in innovation due to slow adaptation to social demands and a focus on preserving existing business models.
Science
fromNature
3 days ago

Breakthrough computer chip tech could help meet 'monumental demand' driven by AI

A new light source enables the creation of 8 nm wide structures on silicon wafers, increasing transistor density for advanced computer chips.
#apple
fromZDNET
4 days ago
Apple

I've tracked Apple for nearly 50 years: How a garage rebel became a multitrillion-dollar empire

Apple
from24/7 Wall St.
1 week ago

Opinion: Apple's a Massive Share-Taker Amid Sky-High Memory Prices

Apple's strategy focuses on delivering high-value products despite rising costs in the tech industry.
fromwww.businessinsider.com
2 days ago
Venture

Legendary VC firm Sequoia just released the memo for its Apple bet in 1977 and it shows how far the iPhone maker has come

Sequoia Capital's Don Valentine invested in Apple in 1977, highlighting its growth from a small hobby computer company to a tech giant.
fromEngadget
4 days ago
Tech industry

The RAM crisis is Apple's best chance in decades to capture the PC market

Apple is well-positioned to leverage the current RAM shortage to enhance its market presence with products like the MacBook Neo.
Apple
fromComputerworld
1 day ago

Apple leans into the component crisis storm

Apple aims to maximize gross profit dollars through pricing and supply chain actions, widening its market gap despite challenges faced by competitors.
Apple
fromZDNET
4 days ago

I've tracked Apple for nearly 50 years: How a garage rebel became a multitrillion-dollar empire

Apple's 50th anniversary highlights its legacy but overlooks founders Steve Jobs and Steve Wozniak in official communications.
Apple
from24/7 Wall St.
1 week ago

Opinion: Apple's a Massive Share-Taker Amid Sky-High Memory Prices

Apple's strategy focuses on delivering high-value products despite rising costs in the tech industry.
Venture
fromwww.businessinsider.com
2 days ago

Legendary VC firm Sequoia just released the memo for its Apple bet in 1977 and it shows how far the iPhone maker has come

Sequoia Capital's Don Valentine invested in Apple in 1977, highlighting its growth from a small hobby computer company to a tech giant.
Tech industry
fromEngadget
4 days ago

The RAM crisis is Apple's best chance in decades to capture the PC market

Apple is well-positioned to leverage the current RAM shortage to enhance its market presence with products like the MacBook Neo.
Environment
fromFast Company
2 days ago

California just hit an inflection point for batteries

California's battery storage reached 12.3 gigawatts, providing 43% of grid demand, significantly reducing reliance on fossil fuels and lowering energy costs.
California
fromAxios
2 days ago

California cements its role as the national testing ground for AI rules

California is advancing AI regulations while the Trump administration seeks a national standard to limit state-level laws.
Roam Research
fromArs Technica
2 days ago

New Rowhammer attacks give complete control of machines running Nvidia GPUs

Rowhammer attacks on Nvidia GPUs can compromise CPU memory, allowing full control of host machines.
DevOps
fromComputerWeekly.com
3 days ago

Arm works with IBM to deliver flexibility on mainframe | Computer Weekly

IBM and Arm are collaborating to create dual-architecture hardware for enterprise AI and data-intensive workloads.
#ai
Data science
fromTheregister
3 days ago

TurboQuant is a big deal, but it won't end the memory crunch

TurboQuant is an AI data compression technology that reduces memory usage for KV caches but may not significantly alleviate memory shortages.
Silicon Valley
fromTechCrunch
3 days ago

Cognichip wants AI to design the chips that power AI, and just raised $60M to try | TechCrunch

Cognichip aims to revolutionize chip design using AI, significantly reducing costs and timelines in the semiconductor industry.
Tech industry
from24/7 Wall St.
3 days ago

Marvell vs. Broadcom: One Custom Chip Stock Wins. The Other's a Trap

Marvell and Broadcom are key players in the AI semiconductor market, with distinct growth trajectories and financial profiles.
Data science
fromTheregister
3 days ago

TurboQuant is a big deal, but it won't end the memory crunch

TurboQuant is an AI data compression technology that reduces memory usage for KV caches but may not significantly alleviate memory shortages.
Silicon Valley
fromTechCrunch
3 days ago

Cognichip wants AI to design the chips that power AI, and just raised $60M to try | TechCrunch

Cognichip aims to revolutionize chip design using AI, significantly reducing costs and timelines in the semiconductor industry.
Tech industry
from24/7 Wall St.
3 days ago

Marvell vs. Broadcom: One Custom Chip Stock Wins. The Other's a Trap

Marvell and Broadcom are key players in the AI semiconductor market, with distinct growth trajectories and financial profiles.
#arm-holdings
from24/7 Wall St.
18 hours ago
Tech industry

Arm Holdings: The Chip Designer Drawing NVIDIA Comparisons-Is It Justified?

Arm Holdings' AGI CPU release has sparked significant market interest, raising questions about its competitive position in the tech industry.
Tech industry
from24/7 Wall St.
18 hours ago

Arm Holdings: The Chip Designer Drawing NVIDIA Comparisons-Is It Justified?

Arm Holdings' AGI CPU release has sparked significant market interest, raising questions about its competitive position in the tech industry.
Artificial intelligence
from24/7 Wall St.
5 hours ago

Alibaba Has a New Agentic AI Chip, Too-But Investors Don't Seem to Care

Alibaba is investing in AI technology despite stock declines, presenting potential opportunities for investors looking beyond U.S. markets.
fromGSMArena.com
2 days ago

Report: Samsung is looking to offset rising RAM prices in an unusual way

Samsung has reportedly swapped out its homemade OLED panels in some mid-range models for the Chinese CSOT-made OLEDs, aiming to reduce overall costs and avoid raising consumer prices.
Mobile UX
#ram-prices
Gadgets
fromZDNET
1 day ago

Is increasing VRAM finally worth it? I ran the numbers on my Windows 11 PC

Rising RAM prices make upgrading PCs expensive, but virtual RAM offers a limited, cost-effective alternative.
Gadgets
fromZDNET
2 days ago

My two Raspberry Pi boards cost as much as a laptop now - and AI is to blame

RAM prices are surging due to AI demand, significantly increasing costs for products like Raspberry Pi boards.
Gadgets
fromZDNET
1 day ago

Is increasing VRAM finally worth it? I ran the numbers on my Windows 11 PC

Rising RAM prices make upgrading PCs expensive, but virtual RAM offers a limited, cost-effective alternative.
Gadgets
fromZDNET
2 days ago

My two Raspberry Pi boards cost as much as a laptop now - and AI is to blame

RAM prices are surging due to AI demand, significantly increasing costs for products like Raspberry Pi boards.
#sandisk
Business
from24/7 Wall St.
3 days ago

Sandisk's Path to $1,000 Per Share Runs Through the AI Memory Boom

SanDisk's stock surged 1,350% post-spinoff, driven by AI demand for NAND flash storage, raising questions about reaching $1,000 per share.
Business
from24/7 Wall St.
4 days ago

SanDisk Gains 5%: 3 Reasons the Memory Supercycle Is Far From Over

SanDisk shares have surged 5% after a significant decline, reflecting investor confidence in the memory market's recovery and ongoing demand.
Business
from24/7 Wall St.
1 week ago

SanDisk Stock's Breakout Looks Overdone-Unless the AI Supercycle Is Real

Sandisk shares have surged 155% in 2026, raising concerns about over-extension despite ongoing demand from the AI sector.
Business
from24/7 Wall St.
2 weeks ago

Sandisk Drops 5%: AI Breakout or Speculative Bubble? The Memory Sector's Hottest Debate

Sandisk stock fell 5% after a significant gain, influenced by Micron's earnings and profit-taking after a 1,200% increase over the past year.
#nvidia
Venture
from24/7 Wall St.
2 days ago

NVIDIA Just Made Another Big Bet-Are You Still Paying Attention?

Nvidia invested $2 billion in Marvell Technology, continuing its trend of significant investments in the AI sector.
Tech industry
fromTNW | Corporates-Innovation
21 hours ago

Nvidia's $2 billion Marvell bet is not an investment. It is a toll booth.

Nvidia's $2 billion investment in Marvell Technology integrates them into NVLink Fusion, ensuring revenue from custom AI accelerators for hyperscalers.
Tech industry
fromTheregister
2 hours ago

Nvidia embraces optical scale-up as copper reaches limits

Nvidia plans to integrate over a thousand GPUs into a single system using photonic interconnects by 2028, investing heavily in optics and interconnect technology.
Business
from24/7 Wall St.
1 day ago

Price Prediction: Nvidia Stock Will Be Worth This Much In 2027

NVIDIA stock is projected to reach $207.45 by 2027, indicating an 18.95% upside from current levels.
Venture
from24/7 Wall St.
3 days ago

Nvidia commits billions to Lumentum, Synopsys, Nokia, XAI, OpenAI, Intel in March alone

Nvidia is investing heavily to build the operating system for the AI economy, not just a chip company.
Venture
from24/7 Wall St.
4 days ago

NVIDIA Up on Marvell Deal: 3 Reasons the $2 Billion Investment Has the AI World Talking

NVIDIA's $2 billion investment in Marvell Technology signals a strategic partnership aimed at enhancing AI infrastructure and data-center capabilities.
fromFast Company
3 days ago

China is moving faster on next-gen tech. The U.S. is trying to keep up

In recent weeks, China approved the world's first commercial brain-computer interface medical device and unveiled a five-ton class electric vertical takeoff and landing aircraft that has already completed a public flight.
Science
Business
from24/7 Wall St.
1 day ago

Oracle: The $500 Billion Backlog vs. the $125 Billion Debt

Oracle's stock has plummeted 58% despite record revenue growth, raising concerns over its financial stability and workforce reductions.
Gadgets
fromThe Verge
1 day ago

Lenovo Legion Go 2 suddenly costs $650 more as RAMageddon lays waste to gaming hardware

Lenovo's Legion Go 2 prices have surged to $1,499 and $1,999, reflecting significant price increases in gaming handhelds over recent months.
#marvell-technology
Venture
from24/7 Wall St.
3 days ago

Marvell Technology Rises 7%: The NVIDIA NVLink Deal Is Turning This Chip Stock Into an AI Powerhouse

NVIDIA's $2 billion investment in Marvell positions the company as a key player in AI infrastructure development.
Tech industry
fromComputerWeekly.com
2 days ago

Marvell scales up networking to extend Nvidia AI ecosystem | Computer Weekly

Marvell Technology joins Nvidia AI ecosystem to enhance infrastructure development with a $2bn investment.
Venture
from24/7 Wall St.
3 days ago

Marvell Technology Rises 7%: The NVIDIA NVLink Deal Is Turning This Chip Stock Into an AI Powerhouse

NVIDIA's $2 billion investment in Marvell positions the company as a key player in AI infrastructure development.
Tech industry
fromComputerWeekly.com
2 days ago

Marvell scales up networking to extend Nvidia AI ecosystem | Computer Weekly

Marvell Technology joins Nvidia AI ecosystem to enhance infrastructure development with a $2bn investment.
Artificial intelligence
from24/7 Wall St.
4 days ago

Why the Indiscriminate Carnage in Software Might Be a Once-in-a-Decade Gift for Tech Bulls

Market volatility affects stock prices, particularly in SaaS companies, amid rising oil prices and the impact of AI on the workforce.
fromSan Jose Spotlight
4 days ago

Silicon Valley's tech world takes center stage in state politics - San Jose Spotlight

In the 17th Congressional District, incumbent Rep. Ro Khanna is facing a challenge from tech founder Ethan Agarwal, a fellow Democrat. Agarwal is an opponent of the ballot initiative to levy a one-time, 5% wealth tax on Californians with more than $1 billion in assets.
Silicon Valley
European startups
fromTechCrunch
1 week ago

Memory chip giant SK hynix could help end 'RAMmageddon' with blockbuster US IPO | TechCrunch

SK hynix is preparing for a potential U.S. listing to raise $10 billion to $14 billion and improve its trading value in the AI chip market.
#semiconductors
Business
from24/7 Wall St.
3 days ago

3Fourteen's Pies: AI and semis are 'where the underlying strength is'

The semiconductor sector is experiencing unprecedented demand driven by AI and data center growth.
Tech industry
from24/7 Wall St.
3 days ago

DRAM prices surged 90-95%, memory suppliers booked two years out

The selloff in memory and semiconductor stocks is overdone due to strong demand and supply constraints.
Business
from24/7 Wall St.
5 days ago

XSD Investors: Intel's Foundry Losses and AI Spending Are the Signals to Watch

XSD faces an AI demand boom against supply friction and macro uncertainty, impacting semiconductor investments significantly.
Business
from24/7 Wall St.
3 days ago

3Fourteen's Pies: AI and semis are 'where the underlying strength is'

The semiconductor sector is experiencing unprecedented demand driven by AI and data center growth.
Tech industry
from24/7 Wall St.
3 days ago

DRAM prices surged 90-95%, memory suppliers booked two years out

The selloff in memory and semiconductor stocks is overdone due to strong demand and supply constraints.
Business
from24/7 Wall St.
5 days ago

XSD Investors: Intel's Foundry Losses and AI Spending Are the Signals to Watch

XSD faces an AI demand boom against supply friction and macro uncertainty, impacting semiconductor investments significantly.
Venture
fromSilicon Canals
3 days ago

AI was supposed to be the great equaliser - instead it produced the most concentrated investment cycle in VC history - Silicon Canals

The AI boom has concentrated global venture funding in the U.S., reversing years of diversification in tech investment.
Gadgets
fromThe Atlantic
4 days ago

You Can't Escape the AI Tax

A significant RAM shortage is driving prices up, affecting consumers and prompting drastic measures at retailers like Costco.
Business
from24/7 Wall St.
2 days ago

How Big Will Taiwan Semiconductor's Beat Be on April 16?

Taiwan Semiconductor Manufacturing is expected to report strong Q1 2026 results, driven by high AI demand and significant revenue growth.
Business
from24/7 Wall St.
2 days ago

Lumentum's Path to $1,000 per Share Runs Straight Through the AI Optics Boom

Lumentum Holdings is a key player in AI infrastructure, providing essential optical components for data centers, with significant stock growth and future potential.
#amd
Business
from24/7 Wall St.
3 days ago

Wall Street Flags Advanced Micro Devices as a Buy Before Earnings

AMD is gaining institutional interest with a positive outlook driven by strong demand for EPYC server CPUs and upcoming AI GPU announcements.
Business
from24/7 Wall St.
5 days ago

AMD vs Intel: Which Stock Will Lead in 2026?

AMD outperformed Intel in Q4 2025 with record revenue and strong AI momentum, while Intel faced losses and declining revenue.
Tech industry
from24/7 Wall St.
2 days ago

Is Amazon CEO Jassy wrong about his custom chips bet?

Amazon's custom silicon strategy is proving successful, with significant revenue growth and cost advantages over Nvidia's GPUs.
Business
fromTheregister
4 days ago

Raspberry Pi leans into semiconductors as sales climb

Raspberry Pi reported significant revenue and profit growth, but its focus is shifting from hobbyist origins to broader industrial applications.
#ai-infrastructure
Venture
fromSilicon Canals
5 days ago

$850M in total funding: How South Korean chipmaker Rebellions is positioning against NVIDIA in AI inference - Silicon Canals

Rebellions raised $400 million in pre-IPO funding, reaching a valuation of $2.34 billion, signaling strong institutional confidence in AI infrastructure alternatives.
Venture
fromSilicon Canals
5 days ago

$850M in total funding: How South Korean chipmaker Rebellions is positioning against NVIDIA in AI inference - Silicon Canals

Rebellions raised $400 million in pre-IPO funding, reaching a valuation of $2.34 billion, signaling strong institutional confidence in AI infrastructure alternatives.
#micron-technology
Tech industry
from24/7 Wall St.
3 days ago

Micron Soars 9%: 3 Reasons the Memory Supercycle Is Reasserting Itself After a Rough Week

Micron Technology shares rebounded 9% after a significant decline, indicating investor reassessment amid ongoing strong demand for memory products.
Business
from24/7 Wall St.
5 days ago

Micron Slides 5% as Google's AI Memory Algorithm Sparks Fresh Fears Across the Semiconductor Sector

Micron Technology's stock is falling due to fears over reduced demand for memory products following Google's AI memory-compression algorithm announcement.
Tech industry
from24/7 Wall St.
4 days ago

Had You Invested $1,000 in Micron or Western Digital 10 Years Ago, Here's How Much You'd Have Today

Micron Technology and Western Digital have adapted to AI-driven demand, with Micron focusing on high-bandwidth memory and Western Digital on HDDs.
Tech industry
from24/7 Wall St.
1 week ago

Micron's Future Hinges on 2 Emerging Challenges

Micron Technology reported a 771% earnings surge, but faces long-term challenges from AI efficiency and increased competition from SK Hynix.
Tech industry
from24/7 Wall St.
1 week ago

Micron Falls as Q2 Earnings and AI Compression Put Memory Stocks on Edge

Micron Technology shares fell 5% due to concerns over debt repurchase and increased capital expenditure guidance despite strong earnings.
Tech industry
from24/7 Wall St.
2 weeks ago

Micron CEO: We're investing globally to meet growing demand

Micron Technology is strategically investing in global manufacturing to meet increasing demand for memory components, anticipating a seller's market by 2026.
Tech industry
from24/7 Wall St.
3 days ago

Micron Soars 9%: 3 Reasons the Memory Supercycle Is Reasserting Itself After a Rough Week

Micron Technology shares rebounded 9% after a significant decline, indicating investor reassessment amid ongoing strong demand for memory products.
Business
from24/7 Wall St.
5 days ago

Micron Slides 5% as Google's AI Memory Algorithm Sparks Fresh Fears Across the Semiconductor Sector

Micron Technology's stock is falling due to fears over reduced demand for memory products following Google's AI memory-compression algorithm announcement.
Tech industry
from24/7 Wall St.
4 days ago

Had You Invested $1,000 in Micron or Western Digital 10 Years Ago, Here's How Much You'd Have Today

Micron Technology and Western Digital have adapted to AI-driven demand, with Micron focusing on high-bandwidth memory and Western Digital on HDDs.
Tech industry
from24/7 Wall St.
1 week ago

Micron's Future Hinges on 2 Emerging Challenges

Micron Technology reported a 771% earnings surge, but faces long-term challenges from AI efficiency and increased competition from SK Hynix.
Tech industry
from24/7 Wall St.
1 week ago

Micron Falls as Q2 Earnings and AI Compression Put Memory Stocks on Edge

Micron Technology shares fell 5% due to concerns over debt repurchase and increased capital expenditure guidance despite strong earnings.
Tech industry
from24/7 Wall St.
2 weeks ago

Micron CEO: We're investing globally to meet growing demand

Micron Technology is strategically investing in global manufacturing to meet increasing demand for memory components, anticipating a seller's market by 2026.
Artificial intelligence
from24/7 Wall St.
3 weeks ago

If You Haven't Already Bought Micron, Here Are 300 Reasons Why You Should

Micron Technology benefits from explosive AI-driven demand for memory chips, positioning it as a critical supplier despite trading at discounted valuations relative to growth potential.
Business
from24/7 Wall St.
4 days ago

Super Micro Computer Rises 5%: 3 Reasons Bulls Are Looking Past the Lawsuits

Super Micro Computer's shares rose 5% amid legal challenges, driven by strong revenue growth and increased AI demand.
Tech industry
fromTheregister
5 days ago

Memory-makers' shares are down. Don't blame Google

High memory costs are impacting technology sales, but recent price easing and new compression technology may change market dynamics.
Business
from24/7 Wall St.
6 days ago

Western Digital Is the Best-Performing Nasdaq-100 Stock. Can It Keep Going?

Tech stocks are facing significant declines, but Western Digital has shown remarkable resilience with a 59% year-to-date increase.
Business
from24/7 Wall St.
1 week ago

Micron Just Hit a Ceiling. Here's the Most Likely Path From Here

Micron's impressive quarterly earnings led to a stock reversal, highlighting the challenges of maintaining investor enthusiasm in a high-expectation market.
Tech industry
from24/7 Wall St.
1 week ago

This AI Semi Equipment Maker Has Been Quietly Chewing Up the Competition

Lam Research has outperformed competitors in AI semiconductor equipment with a 321% total return over three years, despite recent stock fluctuations.
Tech industry
from24/7 Wall St.
1 week ago

RAMageddon Arrives: AI's Endless Appetite Just Killed the PC Comeback

The global PC market is recovering, but rising CPU prices and AI demand are creating a supply squeeze, impacting consumer and commercial PC orders.
Tech industry
fromTheregister
1 week ago

AI-pilled Arm CEO teases mystery products for $1T TAM

Arm aims to expand its total addressable market to $1 trillion by introducing new AGI CPU products and targeting the datacenter sector.
#dram-shortage
Tech industry
fromFortune
2 weeks ago

AI's memory chip shortage is quietly taxing the entire economy | Fortune

AI demand for high-bandwidth memory chips is driving up consumer electronics prices globally by diverting production capacity from commodity memory chips.
Business
from24/7 Wall St.
3 weeks ago

SanDisk Climbs 6% as Sector-Wide Memory Shortage Fuels Fresh Investor Optimism

SanDisk shares surge on structural NAND flash memory shortage driven by AI infrastructure demand, with supply constraints expected to persist until 2028.
#memory-prices
Business
from24/7 Wall St.
3 weeks ago

5 Reasons Why Sandisk Can Rise Another 1,500%

SanDisk stock has surged over 1,500% since its spin-off and could potentially double again due to soaring NAND Flash prices and sustained AI data center demand.
fromTheregister
1 month ago

Positron opts for laptop RAM over HBM to take on Nvidia

On paper, Positron's next-gen Asimov accelerators, no doubt named for the beloved science fiction author, don't look like much of a match for Nvidia's Rubin GPUs. Yet, the Arm-backed AI startup boasts its inference chip will churn out five times as many tokens per dollar while using one-fifth the power of Nvidia's latest accelerators to do it. Those are certainly some bold claims, which the company contends are possible because the chip was designed to support large-scale inference workloads.
Artificial intelligence
Tech industry
from24/7 Wall St.
4 weeks ago

Is Marvell Finally Closing the Gap on Broadcom? Cramer Thinks So

Broadcom significantly outperformed Marvell in the AI chip era despite both benefiting from the same custom silicon tailwind, though Marvell's recent strong quarters and positive guidance suggest the performance gap may be narrowing.
from24/7 Wall St.
2 months ago

Live: Will Rambus Continue Its Rally After Q4 Earrings?

Rambus ( NASDAQ: RMBS) reports fourth-quarter 2025 results Monday after the bell with consensus expecting continued double-digit revenue growth driven by DDR5 product strength and steady licensing demand. The company is coming off a quarter marked by record product revenue and strong cash generation, reinforcing confidence in its hybrid chip-plus-IP model. The stock is already up 20% so far in 2026 as investors look to gauge how durable DDR5 momentum remains and how quickly next-generation platforms like MRDIMM begin to contribute.
Business
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