Arbe Robotics logo Arbe Robotics (NASDAQ:ARBE) used its fourth-quarter and full-year 2025 earnings call to outline a strategic shift toward markets with shorter adoption cycles, highlight recent commercial activity across several non-automotive verticals, and announce a planned leadership transition. Management said the company has broadened its focus beyond Western passenger-vehicle OEM programs due to uncertainty around Level 3 autonomy timelines, while maintaining longer-term ambitions in automotive. ...

Shipments declined versus the prior year. McKechnie said fourth quarter shipments were $228 million, down 13.5%, and full-year shipments were $854 million, down 12.2%. Management attributed the decline to a difficult comparison against 2024 (when shipments rose 63% year over year) and some new-product shipments pushed into 2026. Wang added that ACM expects 2026 shipment growth to be higher than 2026 revenue growth.By segment, McKechnie said fourth quarter revenue from single wafer cleaning, Tahoe, and semi- ...

格隆汇2月26日｜博通向Fujitsu交付一款全新客制化人工智能芯片设计，通过堆栈组件以节省能源，并 预期大型数据中心营运商将于今年稍后时间采用有关技术。公司客制化芯片部门市场营销副总裁Harish Bharadwaj表示，有关堆栈设计可在提升能源效率的同时，实现更高数据传输量。 ...

Key Takeaways Intel formed a multiyear partnership with SambaNova to deliver AI inference solutions on Xeon-based systems.Intel is expanding its portfolio to tap rising demand for real-time AI inference workloads.Intel faces stiff competition from NVDA and AMD in the AI inference domain.Intel Corporation (INTC) recently announced a multiyear strategic collaboration with SambaNova, a leading AI inference platform and hardware provider. The partnership is set to focus on delivering high-performance, cost-effi ...

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周四，英伟达(NVDA.US)财报再超预期却遇冷淡回应，早盘股价下跌超5%，报186.54美元。英伟达最 新发布的销售额展望超预期，却引来投资者的看空反应，显示出市场对潜在泡沫的担忧，持续施压这家 人工智能芯片领域的绝对龙头企业。在此之前，这家芯片厂商给出的第一季度业绩展望轻松超出分析师 平均预期，且第四季度营收大幅增长73%。 哈格里夫斯兰斯当分析师在财报后报告中指出，股东仍有疑问："当前这波AI投入浪潮，能否在未来数 年之外继续支撑增长;以及当AI从模型训练转向日常推理运行时，英伟达能否继续保持主导地位。" 尽管爆发式的销售增长已让总部位于加州圣克拉拉的英伟达成为全球市值最高公司——过去12个月股价 上涨约44%——但投资者仍在寻求更有力的保证，以确认这股狂热的支出势头能够持续。 ...

Wall Street retreated on Thursday as weakness in the technology sector weighed heavily on major averages, pushing the Nasdaq Composite (COMP:IND) down nearly 2%. The decline followed earnings from Nvidia (NVDA), with shares of the mega-cap chipmaker falling roughly ...

哈格里夫斯・兰斯当分析师在财报后报告中指出，股东仍有疑问："当前这波 AI 投入浪潮，能否在未来 数年之外继续支撑增长;以及当 AI 从模型训练转向日常推理运行时，英伟达能否继续保持主导地位。" 尽管爆发式的销售增长已让总部位于加州圣克拉拉的英伟达成为全球市值最高公司—— 过去 12 个月股 价上涨约 44%—— 但投资者仍在寻求更有力的保证，以确认这股狂热的支出势头能够持续。 智通财经APP获悉，周四，英伟达(NVDA.US)财报再超预期却遇冷淡回应，早盘股价下跌超5%，报 186.54美元。英伟达最新发布的销售额展望超预期，却引来投资者的看空反应，显示出市场对潜在泡沫 的担忧，持续施压这家人工智能芯片领域的绝对龙头企业。在此之前，这家芯片厂商给出的第一季度业 绩展望轻松超出分析师平均预期，且第四季度营收大幅增长 73%。 ...

Nvidia has once again shattered Wall Street expectations, reporting a massive $68.1 billion in Q4 revenue driven by its data center business. The chipmaker's bullish Q1 guidance o f$78 billion is sending ripple effects across the market, boosting AI-linked crypto tokens and mining stocks. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily." ...

The AI supercycle isn't just holding steady — it's getting a massive second wind. In a new note to clients, Morgan Stanley research analyst Shane Brett raised his forecast for semiconductor capital equipment spending to $143 billion in 2026, up from a previous estimate of $136 billion. The new outlook would represent a 23% increase from the prior year. He also revised his 2027 forecast to $182 billion, up from $161 billion. This revision paints a picture of an infrastructure race that is accelerating, ...