
Meta augmente ses dépenses en infrastructures d'IA jusqu'à 145 milliards de dollars, malgré une chute de son action, pour répondre à la demande croissante de services d'IA et de centres de données.
Broadcom secures long-term AI supply deals with Google, enhancing its role in the AI infrastructure market.
Nvidia's major investment in Marvell aims to enhance AI capabilities and reshape the semiconductor landscape.
Arm Holdings launches a new CPU for data centers, aiming for $15 billion in sales. Meta is a key customer for this AI-focused chip.
US Commerce Secretary met with AMD CEO and industry leaders to discuss strengthening America's dominance in semiconductor design and AI technology.
The S&P 100 index rebalancing added AI-centric companies like Micron and GE Vernova, signaling a shift towards the booming AI economy.