Chipmakers Boost AI Offerings, Meta's AI Potential, and Server Market Shifts in AI Growth Push
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Intel introduced new AI-focused chips like Xeon server CPUs and AI-optimized Core Ultra CPUs to boost its AI capabilities
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Nvidia shares are now the cheapest they've been since 2018, making it an "AI budget buy," according to Bernstein
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UBS estimates Meta could unlock nearly $17B in search revenue from its GenAI apps in the next 3-5 years
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Broadcom completed its VMware acquisition which could help drive double-digit growth in infrastructure software
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Dell and HPE continue to lag behind server ODMs like Quanta and Wistron in the AI server business