Stargate Project & Investment - Stargate 是 SoftBank 和 OpenAI 之间的一个合资企业，旨在对数据中心进行巨额投资 [1] - 宣布了 5000 亿美元的投资计划 [2] - 计划在未来几年内将数据中心扩展到 10 吉瓦 (GW) [2] - 如此大规模的投资和电力需求为 ARM 带来了巨大的创新机会 [2][3] ARM's Role & Opportunities - ARM 目前是 Stargate 项目中 CPU 的首选 [2] - Grace Blackwell (基于 ARM) 是正在使用的设备 [2] - ARM 正在探索更多机会，可能不仅仅是增强 CPU IP，还可能扩展到更多技术栈 [3][4] - 定制化是数据中心提高性能和功效的重要机会，ARM 拥有很多选择 [4][5] - ARM 正在考虑芯片组 (chiplets)，这本质上是使用 ARM IP 以物理形式交付的计算子系统 [4]

Intel is planning to spin off its networking unit as the struggling chipmaker looks to shed assets and cut costs under the direction of new CEO Lip-Bu Tan, according to a Friday report. https://t.co/2iqNxHiJJE ...

Intel is scheduled to report earnings after the closing bell today, with traders anticipating a sizable move from the struggling chipmaker's stock. https://t.co/HzoKkPkooB ...

Texas Instruments shares tumbled Wednesday after the analog chipmaker well known for its calculators issued a disappointing current-quarter profit outlook. Monitor these important chart levels. https://t.co/4zmPcTrqHt ...

Three months ago, Intel's new CEO told investors that turning around the troubled chipmaker would take time. They’re already losing patience https://t.co/MYxGLHXVwY ...

Chipmaker Kioxia sold $2.2 billion of US junk bonds in its first corporate debt issuance, becoming the latest Japanese firm to storm overseas credit markets. https://t.co/egOD06JiPn ...

Nvidia CEO Jensen Huang’s net worth could soon overtake that of famed investor Warren Buffett after the AI chipmaker's stock gains made it the most valuable company in history. https://t.co/LAdlGpg5gM ...

EU-backed chipmaker SiPearl has raised €130 million from investors including Taiwan’s Cathay Venture, as Europe pushes for technological sovereignty https://t.co/yaLXhTsRMk ...

Meanwhile, Intel shares 4% lower after Reuters report that the chipmaker is considering a major change to its foundry business. CEO Lift Boutan reportedly exploring a shift away from the company's 18A manufacturing process due to fears that it cannot compete with Taiwan Semi's offering. Intel would instead focus on its 14A process, which it hopes will be more competitive in luring new customers.Stacey Rasen is managing director, senior semiconductor analyst at Bernstein. He's got a market perform rating and ...

Nvidia shares hit a record closing high on Wednesday, pushing the chipmaker back to the top spot on the list of the world's most valuable companies. Monitor these major chart levels. https://t.co/mdEdq556x3 ...