Dallas, Texas--(Newsfile Corp. - February 26, 2026) - Valens Semiconductor Ltd.(NYSE: VLN): Stonegate Capital Partners Updates Coverage on Valens Semiconductor Ltd. (NYSE: VLN). Valens Semiconductor posted 4Q25 revenue of $19.4M, significantly above guidance of $18.2-$18.9M, marking its seventh consecutive quarter of growth and up from $17.3M in 3Q25 and $16.7M in 4Q24. GAAP gross margin was 60.5% (nonGAAP 63.9%), exceeding guidance while easing slightly from 63.0% in 3Q25. Adjusted EBITDA loss of $(4.3)M ...

AMD与Nutanix建立多年合作伙伴关系，旨在构建一个更开放、对企业更友好的人工智能平台，以支持 下一波智能体人工智能应用。 双方的合作思路是将AMD的芯片与Nutanix的云软件及编排工具相结合，打造能够跨数据中心、混合云 设置甚至边缘环境平稳运行人工智能工作负载的系统。作为合作的一部分，AMD将以每股36.26美元的 价格向Nutanix投资1.5亿美元购买其股票，并承诺额外提供至多1亿美元的资金。此项股权投资预计将于 2026年第二季度完成。 投资者对这一发展方向表示认可。两家公司表示，首个联合开发的智能体人工智能平台预计将于2026年 底开始交付客户。 责任编辑：张俊 SF065 AMD与Nutanix建立多年合作伙伴关系，旨在构建一个更开放、对企业更友好的人工智能平台，以支持 下一波智能体人工智能应用。 双方的合作思路是将AMD的芯片与Nutanix的云软件及编排工具相结合，打造能够跨数据中心、混合云 设置甚至边缘环境平稳运行人工智能工作负载的系统。作为合作的一部分，AMD将以每股36.26美元的 价格向Nutanix投资1.5亿美元购买其股票，并承诺额外提供至多1亿美元的资金。此项股权投资预计将 ...

Let's bring in Kevin Green, senior markets correspondent right away to help set up the action today. All right, KG, let's jump into it right away with Nvidia's latest results. Shares a little higher in the pre-market, not by much.Um, but you've talked about this, you know, well, actually they're flip-flopping literally as we uh speak right now, but this looks like it was a strong report generally across the board. What's your take. >> Yeah, I would agree.uh the market was kind of implying around a 4 and a.5 ...

BARCELONA, Spain--(BUSINESS WIRE)--MaxLinear, Inc. (Nasdaq: MXL), a leading provider of wireless infrastructure solutions, today announced that it will demonstrate its newest advancements in RAN radio technologies at MWC Barcelona 2026. Attendees visiting meeting room 2L8MR in Hall 2 will see demonstrations of how MaxLinear's Sierra single-chip radio SoC helps OEMs develop new innovative Open RAN Radio Units (O-RUs) addressing the key challenges faced by Mobile Network Operators (MNO). MaxLinear will showca ...

Dan Ives of Wedbush raising his price target on the stock to 300, writing this. Nvidia is at the beginning of this transformation of superstar narrative playing out for the tech world. Dan joins us now from Dan, welcome to the show.I'm going to repeat myself. I feel like a broken record, but it's going to be asked if that's the case. Why is this stock done.Nothing for four months. Look, I think right now I'm in the streets, this glass half empty view. You look at these numbers, these are Michael Jordan like ...

Group 1: AI and Technology Developments - Major technology firms, including Amazon, Meta, and OpenAI, are set to sign a pledge at the White House to provide their own power for AI data centers [2] - Netflix CEO Ted Sarandos is in discussions regarding the acquisition of Warner Bros. Discovery, following political pressure related to board member Susan Rice [3] Group 2: Market and Economic Insights - Samsung has launched new flagship smartphones, with the S26 and S26+ models priced $100 higher than their predecessors, amid a global memory chip shortage [8][9] - Egg prices have sharply declined due to easing impacts from a bird flu outbreak, while prices for boneless chicken breast and ground beef have risen since January of last year [10][11] Group 3: Resignations and Controversies - Larry Summers announced his resignation from Harvard University amid a review of his connections to Jeffrey Epstein [4] - Dr. Richard Axel also resigned from his role at Columbia University, citing his past association with Epstein as a serious error in judgment [5] - Bill Gates addressed his relationship with Epstein, stating he did nothing illicit during their interactions [6]

Navitas to Exhibit Breakthrough Solutions for AI Data Center, Grid and Energy Infrastructure, Performance Computing, and Industrial Electrification at APEC 2026 •Product and system highlights include the latest industry –leading AI data center solutions, including a 10kW ‘GaN-powered’ 800V-50V brick, ultra-high voltage SiC, SiCPAK™ modules, and 650V & 100V GaNFast™ power devices.•Three Industry sessions covering reliability in SiC, GaN ICs for 800 VDC AI data center, and single-stage power converter enab ...

SUNNYVALE, Calif., Feb. 26, 2026 (GLOBE NEWSWIRE) -- GSI Technology, Inc. (Nasdaq: GSIT), the inventor of the Associative Processing Unit (APU), a paradigm shift in artificial intelligence (AI) and high-performance compute processing, providing true compute-in-memory technology, today announced its participation in the iAccess Alpha Virtual Best Ideas Spring Investment Conference 2026, taking place March 10–11, 2026. On behalf of the company, Didier Lasserre, Vice President of Sales and Investor Relations, ...

Management characterizes the current market as a fundamental platform shift where 'compute equals revenue,' as data centers transition from classical software execution to real-time token generation. The 'agentic AI' inflection point is driving exponential demand for inference, with management noting that tokens are now profitable for cloud service providers and productive for enterprises. Blackwell architecture adoption is accelerating based on 'extreme co-design,' delivering up to 50x better perform ...

Strategic investments in next-generation nanosecond annealing (NSA) and IBD300 systems for low-resistance metals are progressing through evaluations at multiple Tier 1 logic and DRAM customers.Compound semiconductor market share gains are being realized through new 300-millimeter GaN-on-silicon and arsenide phosphide systems targeting power, microLED, and photonics markets.Data storage demand is rebounding as customers adopt Heat-Assisted Magnetic Recording (HAMR), leading to increased capital intensity and ...