AI is rapidly advancing, with significant strides being made toward achieving more powerful and capable systems.
Databricks said on Wednesday Meta Platforms had joined as an investor in a $10 billion funding round intended to fuel the ...
Barclays analysts predict Marvell Technology and Nvidia to lead AI semiconductor firms in 2025, with high demand opening ...
Nvidia's AI dominance remains strong, but Barclays warns the semiconductor race is shifting--Marvell, Broadcom, and Lumentum ...
According to Synergy Research Group, data center M&A activity set a new record in 2024, with deals totaling $57 billion, ...
Barclays highlights Broadcom (NASDAQ:AVGO), Credo Technology (NASDAQ:CRDO), and Lumentum Holdings (NASDAQ:LITE) as additional AI beneficiaries. The firm upgraded Lumentum to Overweight from ...
Barclays Research today released a new Impact Series report, entitled “AI revolution: Meeting massive AI infrastructure ...
Dow Jones Industrial Average rises 120.97 points, or 0.27 per cent, to 44,146.78. Read more at straitstimes.com.
We think the AI TAM is big enough to support both through 2026." Barclays gave Lumentum a double upgrade to Overweight from Underweight and a $125 price target. "We had our doubts that LITE could ...
Investing.com -- Barclays (LON: BARC) trimmed its Apple (NASDAQ: AAPL) estimates on Wednesday, citing potential risks of the ...
Wall Street's main indexes rose on Wednesday, with the benchmark S&P 500 hitting an all-time high, as investors cheered ...
It expresses the views and opinions of the author. Focused on the US, as the market leader for the technology, Barclays Research finds that AI growth could lead data-centre usage to triple by 2030.