AI chipmakers are set to generate record cash flow while hyperscalers burn through record capital on AI infrastructure.

AI chipmakers are set to generate record cash flow while hyperscalers burn through record capital on AI infrastructure.

Another quarter showing huge sales of memory chips could reassure investors nervous about the durability of the AI boom.

Startups that make chips and related hardware smell cash in the air. Venture capitalists are more eager than they’ve been in years to fund these capital-intensive businesses,…

AI chip spending is projected to reach $1.6 trillion by 2030. Nvidia's market cap growth at 50% YES to be the largest company by July 31.