Jefferies sees more upside for the custom chip maker as major AI players such as Google and OpenAI ramp up their own hardware.

Tech giant Microsoft ($MSFT) recently ran afoul of a major issue in artificial intelligence (AI) infrastructure: a lack of electricity. In fact,

On October 27, Qualcomm released a new series of artificial intelligence chips to compete with the market leader Nvidia, as the race to cash in on the massive AI datacenter buildout heats up.

As AI spending grows, so will the need for semiconductor capacity from TSMC. This should enable it to keep increasing revenue rapidly -- 41% year over year last quarter -- and perhaps eclipse $200 billion in sales in 2027. With a 50% operating margin, that would equate to $100 billion in bottom-line operating earnings.

Trump said only U.S. customers should have access to the top-end Blackwell chips offered by Nvidia, the world's most valuable company by market capitalization.

A breakthrough in neuromorphic computing could lower the energy consumption of chips and accelerate progress toward artificial general intelligence (AGI). Researchers from the USC Viterbi School of En

Artificial intelligence (AI) is coming in a big way. A recent United Nations Trade and Development report estimates that the global artificial intelligence market will grow to $4.8 trillion by 2033, a staggering 25-fold increase in just a decade.

The San Diego-based company also unveiled accelerator cards and racks based on the new chips. Earlier this month, peer Intel announced a new artificial intelligence chip called Crescent Island for the data center that it plans to launch next year. (Reporting by Harshita Mary Varghese in Bengaluru; Editing by Vijay Kishore)