This SpaceX-linked chip stock is surging. Data center revenue could double in 2027

STMicroelectronics now expects data center revenue of roughly $1 billion in 2026, up from a previous target of ‘nicely above $500 million.’ ...
24/7 Wall St.

Forget the Chip Itself. Nvidia’s Own CEO Says the Real Moat Is Somewhere Else

Jensen Huang spent most of NVIDIA (NASDAQ:NVDA | NVDA Price Prediction)’s Q1 FY27 earnings call on May 20, 2026 doing ...

It’s Not Just Nvidia. The A.I. Boom Has Ignited Asia’s Chip Companies.

They make much of the gear that goes into giant data centers. Demand for their products is shifting the balance of tech power ...
SiliconANGLE

Data analytics chip startup Speedata closes $44M funding round

Speedata Ltd, the developer of a chip optimized for data analytics such as Apache Spark, has raised $44 million in funding. The startup announced the Series B investment today. It included the ...
AOL

The Best AI Chips Stocks to Buy Right Now in 2026

The proliferation of artificial intelligence (AI) has supercharged the semiconductor industry in recent years. That isn't surprising, as chips are the basic building blocks of AI applications. From ...

Data center infrastructure startup TensorWave raises $350M to help break Nvidia’s AI chip monopoly

Data center infrastructure startup TensorWave raises $350M to help break Nvidia's AI chip monopoly - SiliconANGLE ...
RFID Journal

AI Chips Data Center Cloud Market to Exceed $400B by 2030

Over the next five years, the deployment of artificial intelligence (AI) data centers, AI commercialization and the increasing performance requirements from large AI models will push the market size ...
CNBC

Alibaba launches data center with 10,000 of its own chips as China ramps up AI push

Alibaba and China Telecom launched a data center in China designed for AI training and inferencing. The data center is powered by Alibaba's self-developed Zhenwu AI semiconductors. Chinese firms have ...