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Marvell Prepares for High-Stakes Earnings Amid AI Chip Momentum and Google Tie-Up
finance4 days ago

Marvell Prepares for High-Stakes Earnings Amid AI Chip Momentum and Google Tie-Up

Marvell Technology enters its Aug. 27 earnings with a bullish setup: options imply about a 12% move, as the stock has surged roughly 196% year-to-date on demand for AI accelerators, data-center chips, and a Google partnership. Investors will focus on data-center growth, margins, new design wins, and the timing of Google-related revenue; a strong beat and higher guidance could justify valuations, while softer results may trigger a pullback from this rally.

via Yahoo Finance|
#ai-chips#earnings#finance
Google secures a $12B option in Marvell AI-chip collaboration
technology7 days ago

Google secures a $12B option in Marvell AI-chip collaboration

Marvell Technology is teaming with Google to co-develop Google’s custom AI chips and has granted Google an option to buy up to 58.97 million Marvell shares at $206.58 each, a roughly $12.2 billion stake. If fully exercised and milestones are met, the deal could generate about $120 billion in Marvell revenue through fiscal 2033, underscoring growing cloud-provider investment in AI hardware while Broadcom’s stock moved lower on the news.

via Yahoo Finance|
#ai-chips#google#marvell-technology
Nvidia's SpaceX stake tops $21B as a tech-behind-the-scenes pact deepens
business11 days ago

Nvidia's SpaceX stake tops $21B as a tech-behind-the-scenes pact deepens

Nvidia said its SpaceX stake, gained via its investment in xAI, was about $21 billion at the end of Q2 based on 122.8 million SpaceX Class A shares; SpaceX recently IPOed and has seen volatility, with Nvidia’s stake now valued around $17.2 billion after a price drop from the end-June level. The holding is Nvidia’s second-largest behind Intel, and Musk has said SpaceX will exclusively use Nvidia AI chips in its data centers, with a sizable Vera Rubin GPU allocation expected next year.

via CNBC|
#ai-chips#business#ipo
Cerebras lifts full-year guidance as AI demand stays red-hot after Q2
technology13 days ago

Cerebras lifts full-year guidance as AI demand stays red-hot after Q2

Cerebras Systems raised its full-year core revenue guidance to $880–$890 million after reporting Q2 results of $180 million in total revenue ($210 million core, including pass-through), with a net loss of $450.5 million largely due to stock-compensation. The company projects Q3 core revenue of $214–$216 million and gross margins of 38–40%, citing strong demand for fast-inference AI chips. CEO Andrew Feldman said AI demand is 'through the roof' and highlighted a path to growth through scale, better pricing, and manufacturing efficiency. Cerebras also disclosed a partnership with AMD and OpenAI’s GPT-5.6 Sol, plus $126 million in cloud revenue for the quarter; the stock fell about 14% in extended trading after the results.

via CNBC|
#ai-chips#cbrs#cerebras
Cerebras Shares Slump After Q2 Revenue Miss in AI-Chip Clinch
technology13 days ago

Cerebras Shares Slump After Q2 Revenue Miss in AI-Chip Clinch

Cerebras Systems’ stock fell about 16% after-hours after a Q2 revenue miss, with revenue of $180.11 million vs $194.23 million expected and an adjusted loss of $6.91 million, though the cloud business grew to $126 million and total sales rose 74.3% to $180.11 million. The company raised 2026 revenue guidance to $880–$890 million and expects 41–43% gross margin as it scales its wafer-scale engine amid intense competition from Nvidia; a multiyear OpenAI compute deal remains a key growth driver.

via Yahoo Finance|
#ai-chips#cerebras-systems#nvidia
Nvidia’s AI-chip financing hinges on long-lived value despite China risk
business14 days ago

Nvidia’s AI-chip financing hinges on long-lived value despite China risk

Nvidia has lined up a $500 billion AI-data-center financing pipeline with six major asset managers, aiming to treat GPUs as infrastructure assets for borrowers unable to secure traditional debt. The plan relies on GPUs retaining value and CUDA software extending useful life, but faces depreciation risk and a potential Chinese price war that could erode collateral and push yields higher (11%–17%). Huawei/U.S. export controls keep China risk in check for now, while Nvidia remains the dominant US supplier with rising GPU rental rates as hyperscalers expand capacity.

via CNBC|
#ai-chips#asset-backed-lending#business
AMD bets on silicon-etched AI models with Taalas acquisition
technology19 days ago

AMD bets on silicon-etched AI models with Taalas acquisition

AMD has acquired Toronto-based AI-chip startup Taalas, which bakes model weights directly into silicon to create model-specific MSICs and boost inference speeds. Early tests of Taalas’ HC1 chip reached about 16,960 tokens per second (roughly 48x faster than Nvidia GPUs), with HC2 targeting 20 billion parameters. AMD plans a disaggregated architecture pairing Instinct GPUs with Taalas accelerators, potentially lowering per-token costs but requiring model re-spins when weights change. The deal is expected to close in Q4, pending regulatory approval.

via The Register|
#ai-chips#amd#inference
AMD Records Revenue Peak Even as Shares Fall on AI Growth Bets
finance20 days ago

AMD Records Revenue Peak Even as Shares Fall on AI Growth Bets

Advanced Micro Devices posted a record quarterly revenue of about $11.54 billion, led by a data-center business that more than doubled to $6.7 billion (58% of total sales), with Client revenue up 23% to $3.1 billion and Gaming down 31% to $779 million. R&D spending rose 33% to $2.53 billion and GAAP operating margin returned to 17% after prior distortions; management guided roughly $13 billion in Q3 revenue (±$300 million). Despite the strong numbers, the stock fell about 6.9% as investors priced in continued AI-driven growth, amid inventories rising to $8.47 billion as chips move through the pipeline.

via Yahoo Finance|
#advanced-micro-devices#ai-chips#amd
SK Hynix rides AI data-center demand to sixfold Q2 profit, misses forecast
business28 days ago

SK Hynix rides AI data-center demand to sixfold Q2 profit, misses forecast

SK Hynix posted a Q2 operating profit of 60.5 trillion won, up from 9.2 trillion won a year earlier, as demand for high-end memory chips for AI data centers supported price increases; revenue rose 257% to 79.3 trillion won but came in below a 64 trillion-won forecast. The jump was helped by non-operating gains from asset sales (including a stake in Kioxia), while contract prices for DRAM rose about 52% and some NAND products doubled, underscoring how AI infrastructure spending is shaping memory-chip cycles.

via Yahoo Finance|
#ai-chips#business#data-centers
TSMC hikes capex and revenue outlook on AI chip demand
business1 month ago

TSMC hikes capex and revenue outlook on AI chip demand

Taiwan Semiconductor Manufacturing Co. (TSMC) posted record second-quarter revenue of $40.2 billion and raised its 2026 capital expenditure forecast to $60–$64 billion, signaling robust demand for AI chips and data centers. The company also announced a $100 billion investment in Arizona and lifted its revenue-growth outlook to just over 40%, underscoring the multi-year AI megatrend even as management cautioned about rising component prices; the stock fell in premarket trading as investors took profits despite the upbeat outlook.

via Yahoo Finance|
#ai-chips#arizona#business
Nvidia narrows Asia buyer list amid China chip export crackdown
technology1 month ago

Nvidia narrows Asia buyer list amid China chip export crackdown

Nvidia has more than halved the number of Asian customers allowed to buy its AI chips after creating a stricter “white list” and tougher compliance checks in Singapore, Malaysia and Japan, part of a US-led push to close export-control loopholes that funnel chips to China. The vetting now includes on-site data-centre visits and end-user interviews with oversight from the US Department of Commerce, reflecting intensified scrutiny while a broader chip shortage and China sales frictions persist.

via Financial Times|
#ai-chips#china#export-controls
Micron’s bold wafer play could reshape AI chip supply
business1 month ago

Micron’s bold wafer play could reshape AI chip supply

Micron Technology said it will invest up to $3 billion to back GlobalWafers’ Texas wafer-fab project and raised its long-term U.S. investment target to over $250 billion by 2035, part of a plan to bolster domestic chip production and memory output. Wedbush viewed the move as signaling tighter silicon wafer supply amid growing AI and memory-chip demand, while also noting the risk of oversupply if capacity expands too much.

via Yahoo Finance|
#ai-chips#business#globalwafers