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AI infrastructurecapex

Tokyo Electron sees profit up 87 percent and sets a buyback

Tokyo Electron sees operating profit climbing about 87 percent and has set aside a buyback, a bet that chipmakers will keep buying machines.

November 2, 2026

Nvidia weighs Teflon as copper runs out of headroom

November 2, 2026

A Hangzhou inference specialist doubles up on funding in four weeks

October 31, 2026
An EDA vendor tunes its AI models to its own tools
AI agentsCadence

An EDA vendor tunes its AI models to its own tools

October 28, 2026
Feature illustration for: Two rivals fold their CPU code into a single library
AI inferenceAmd

Two rivals fold their CPU code into a single library

October 23, 2026
Advanced PackagingAI servers

Drilling holes became the bottleneck under AI servers

October 21, 2026
Lights flicker for Nvidia's $35B stock bet as AI debt worries spread
AI data centersCisco

Lights flicker for Nvidia’s $35B stock bet as AI debt worries spread

October 19, 2026
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