Bank of America Analyst Says AI-Driven Semiconductor Boom Is Still in Early Stages
On July 6, Bank of America Securities senior semiconductor analyst Vivek Arya told CNBC that the surge in demand for chi...
Read story →Tag: Hyperscaler
View all →
Hyperscalers Push AI Debt into New Currencies as Bond Sales Reach Record Levels
Amazon and Alphabet have issued more than $60 billion of bonds in multiple currencies over the past year, setting new re...
Read story →
Nebius Shares Surge as AI Compute Deals Drive Valuation to $55 B
Nebius Group N.V. has taken the market by storm, with its stock climbing 135 % this year and a staggering 320 % gain ove...
Read story →
Arm Holdings Launches First In-House AGI CPU, Shifting from Licensing to AI Data Center Competition
Arm Holdings plc, the British semiconductor and software design company based in Cambridge, announced on March 24 2026 t...
Read story →