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

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

In today’s artificial Intelligence (AI) boom, the chips behind the scenes matter just as much as the models everyone talks ...

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

Marvell Technology has had a strange week. And the whiplash may continue as investors debate the fate of the company’s custom ...

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

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

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

On paper, they operate in the same markets, but in the stock market, they exist in separate spheres since the debut of ChatGPT in November 2022: ...