Trends & Strategies Shaping the $372.6 Billion Data Center Accelerators Market, 2025-2030 - Rise of AaaS and Subscription-based Models Enabling Scalable A…

The data center accelerator market is set to surge, reaching USD 170.81 billion by 2025 and escalating to USD 372.68 billion ...

Advanced Micro Devices, Inc. (AMD): A bull case theory

We came across a bullish thesis on Advanced Micro Devices, Inc. on Investment Ideas by Antonio’s Substack by Antonio Linares.
Semiconductor Engineering

FPGAs Find New Workloads In The High-Speed AI Era

Growing use cases include life science AI, reducing memory and I/O bottlenecks, data prepping, wireless networking, and as ...

Nvidia sales are 'off the charts,' but Google, Amazon and others now make their own custom AI chips

Nvidia is king in AI chips, but custom ASICs are gaining ground with Google, Amazon, Meta, Microsoft and OpenAI now making their own.