The AI model makers of the world have been waiting for more than a year to get their hands on the Trainium3 XPUs, which have ...

Marvell Technology, Inc. (NASDAQ: MRVL) is one of the Trending AI Stocks on Wall Street . On December 8, Benchmark downgraded ...

Marvell Technology‘s (NASDAQ:MRVL) stock tumbled 7% yesterday, erasing recent gains on increasing investor jitters about its ...

Benchmark Equity Research downgrades Marvell stock to Hold from Buy on a potential misread of Amazon.com business.

Monday served as a harsh reminder that in the semiconductor industry, customer concentration is a double-edged sword.

Amazon’s newest AI chip arrives at a moment when the global demand for compute is rising faster than the hardware ecosystem ...

Amazon just rolled out its Trainium3 chip, and the stock jumped. Should investors buy into the excitement, or is it a moment ...

Anthropic is locking in massive TPU capacity on Google Cloud—up to one million chips over the life of the deal—mirroring its ...

In one of its boldest moves in years, Amazon Web Services has thrown down the gauntlet to Microsoft, Google and OpenAI at its ...

Amazon has gone essentially nowhere YoY as investors fixate on a $125B AI CAPEX "problem," despite re‑accelerating AWS, ...

Amazon Web Services unveiled Trainium 3, its latest custom silicon built to accelerate AI training and inference at ...