MarketPulse

AI hardware

7 articles
The Motley FoolThe Motley Fool··Eric Volkman

Arm Holdings Surges on AI Chiplet Ambitions Ahead of Product Reveal

Arm Holdings stock rises 3% ahead of March 24 product event as Morgan Stanley predicts AI chiplet announcement targeting cloud computing customers.
MSFTAMZNARMcloud computingmorgan-stanley
BenzingaBenzinga··Lekha Gupta

Nano Labs Shares Sink Despite AI Hardware Launch as Stock Hits 52-Week Low

Nano Labs shares fell 5.76% in premarket trading despite launching AI hardware product, hitting 52-week low of $2.75, down 46.85% annually.
NAstock declinetechnical analysis
BenzingaBenzinga··Anna Tutova

Cerebras Eyes $23B Valuation, OpenAI Deal as It Challenges Nvidia's AI Dominance

Cerebras, valued at $23 billion, secures $100+ billion OpenAI deal and plans April 2026 IPO, challenging Nvidia's AI hardware dominance with specialized processors.
NVDAMETAIBMIPOenergy efficiency
The Motley FoolThe Motley Fool··James Hires

Data Center Capex Boom Reaches $650B as AI Demand Accelerates

Global data center spending hits $650B in 2024, up 32% YoY, driven by AI infrastructure demand. TSMC poised to benefit with dominant 72% foundry market share.
NVDAAMDAAPLTSMAVGO+3data center spendingsemiconductors
BenzingaBenzinga··Surbhi Jain

Taiwan Displaces China as Top U.S. Supplier Amid AI Hardware Demand Surge

Taiwan surpasses China as top U.S. supplier, driven by AI hardware demand and semiconductor needs. Chinese exports fell 44% in December as tariff exemptions favor Taiwan's tech sector.
NVDAAMDTSMAVGOSMH+1supply chaintariffs
BenzingaBenzinga··Erica Kollmann

Appaloosa Triples Micron Stake While Paring Mega-Cap Tech Exposure

David Tepper's Appaloosa triples Micron stake to $428M while trimming mega-cap tech exposure like Amazon and Nvidia, rotating toward semiconductor infrastructure.
NVDAMETAMUAMZNGOOG+3portfolio rebalancingDavid Tepper
The Motley FoolThe Motley Fool··James Hires

Tech Giants Show Resilience Amid Market Volatility With Strong Growth Metrics

Tech giants Nvidia, Amazon, and Alphabet show strong growth despite market volatility. Nvidia leads with 62% revenue growth, while Amazon and Alphabet report solid gains in cloud and AI sectors.
NVDAAMDAMZNGOOGGOOGL+1earnings growthbuying opportunity