AMD's AI story is shifting toward inference, but its premium valuation raises the stakes. See what could drive the next phase of growth and what could derail it.
Credo Technology Group (NASDAQ:CRDO) reported record fiscal first-quarter 2027 revenue of $479 million, up 10% sequentially and 115% from a year earlier, as demand for AI infrastructure connectivity products continued to expand.
Chief Executive Officer Bill Brennan said the company’s growth has bee
NVIDIA is investing $3.5 billion in MediaTek and reviving the Rubin CPX chip program to defend against custom silicon rivals, backed by an $80 billion buyback and strong earnings growth.
The chips aren't just planned anymore. They're running and serving customers -- and an earlier agreement already puts a rough dollar figure on what comes next.
Cisco, AMD and HUMAIN have deployed operational AI infrastructure in Saudi Arabia, powered by AMD Instinct MI355X GPUs and Cisco Silicon One networking.
AMD partnered with Cisco and HUMAIN to deploy a high-performance AI platform in Saudi Arabia, expanding its global footprint with plans for 1 GW by 2030.
Accurate pulmonary function testing depends not only on the spirometry equipment but also on the quality and suitability of its accessories. For hospitals,
Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market va...
