Question-and-Answer SessionSo let me start off, Steve, you made an announcement yesterday, took the fourth quarter, took the December quarter to the high end of the range. Can you just speak to what the drivers are of that and what you're seeing in the business?Steve SanghiCEO, President & Chair of the Board Certainly. So before I begin, I wish to remind you that during this presentation, we'll be making some projections and other forward-looking statements regarding the future financial performance of Micr ...

Can any company, big or small, really topple Nvidia’s AI chip dominance? Maybe not. But there are hundreds of billions of dollars of revenue for those that can even peel off a chunk of it for themselves, Amazon CEO Andy Jassy said this week.As expected, the company announced during the AWS Re:Invent conference the next generation of its Nvidia-competitor AI chip, Trainium3, which is four times faster yet uses less power than the current Trainium2. Jassy revealed a few tidbits about the current Trainium in a ...

The Trump administration will be taking an equity stake in semiconductor manufacturer startup xLight with a $150 million investment. xLight executive chair Pat Gelsinger sits down with Yahoo Finance executive editor Brian Sozzi to further discuss light source technology for AI semiconductor manufacturing. Gelsinger is also the general partner of Playground Global and was the CEO of Intel (INTC) from 2021 until December 2024. Also, catch Brian Sozzi's full interview with Pat Gelsinger. To watch more expert i ...

Amazon.com Inc (NASDAQ:AMZN) secured fresh bullish backing from Wall Street on Wednesday as analysts lauded the tech giant's "agent-driven" artificial intelligence strategy and custom chip breakthroughs unveiled at Amazon Web Services re:Invent.Bank of America Securities analyst Justin Post reiterated a Buy rating on Amazon and raised the price forecast from $272 to $303.JP Morgan analyst Doug Anmuth reiterated an Overweight rating on Amazon and set a price forecast of $305.Wedbush analyst Scott Devitt reit ...

So did Amazon manage to solidify its prowess when it comes to vertical integration, cloud and ship offering. Well, they seem to be doing a really excellent job of that. And what's interesting about what Matt just said is they're going to let customer demand drive, you know, how they build out these different capabilities for AI applications, which tells us that there are going to be different models, purpose to different types of workloads.So everybody's thinking, oh, and this is the market dominant player ...

Amazon says customers can save 30% to 40% by using its AI chips over Nvidia's GPUs.Amazon (AMZN 0.89%) is a leading artificial intelligence company that incorporates AI into its vast e-commerce and advertising platforms, as well as being the world's largest cloud computing company. However, it is now taking a key step in expanding its AI empire by rolling out a new AI chip that could significantly challenge the dominant position held by chipmaker Nvidia (NVDA 0.49%).Amazon's Trainium3 chip is the latest mov ...

In semiconductor production as in Shakespeare, timing is everything, writes @cathythorbecke (via @opinion) https://t.co/78LnEJb3AA ...

Welcome back to Morning Trade Live. The cloud will be in focus after the closing bell with Salesforce and Snowflake both reporting their earnings. And here's a look at what some of the other mega cap tech names with cloud exposure are trading today.Let's see what they're doing. It's a bit of a mixed picture. We've got Amazon lower, Alphabet is higher by about 1.3%, Oracle's doing a similar thing, and we've got Microsoft lower off the back of these headlines that we're tracking out of the information report. ...

We recently published 10 Stocks Deep in the Red. Astera Labs Inc. (NASDAQ:ALAB) is one of the worst performers on Tuesday. Astera Labs fell by 13.47 percent on Tuesday to finish at $142.94 apiece as investors resorted to profit-taking following three straight days of gains. The decline came despite announcements that it would now embark on delivering custom connectivity solutions—a new offering designed to address the increasing complexity and diversity of next-generation AI infrastructure. According to ...

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