To me, the simplest explanation of the blowout earnings report is that AI demand is not only strong, but it's also ...

Broadcom is in a strong position in the growing AI chip market, driven by scalable solutions like Tomahawk Ultra. Read more ...

The artificial intelligence (AI) build-out is far from over. Data centers owned by Digital Realty are continuing to pop up, ...

Taiwan Semiconductor Manufacturing Co. hit a trillion dollar valuation for the first time in Taipei last week, vaulting it ...

Key Points Nvidia is the dominant player in AI infrastructure, but its size could limit some of its upside.AMD and Broadcom, meanwhile, have huge opportunities.Given their smaller sizes, the stocks ...

Founded in 1993, The Motley Fool is a financial services company dedicated to making the world smarter, happier, and richer.

The AI Action Plan offers a path, but not a concrete plan, for what the administration is thinking when it comes to chip ...

Microsoft offers a 16% upside with strong AI/cloud growth, Copilot's potential, and enterprise AI adoption. Click here to ...

Shares of ASML, the Dutch semiconductor equipment giant, tumbled 11% after it reported earnings. It's not just any company.

Keysight Technologies expects AI and 6G networks to fuel structural growth in the semiconductor verification market that will ...

Moreover, Nvidia is showing no signs of losing its grip over the AI chip market. Its data center revenue shot up an impressive 73% year over year to $39 billion in the previous quarter.

These companies often trade at more attractive valuations and are well-positioned to capitalize on the AI revolution’s exponential growth. The global AI chip market, valued at $45 billion in ...