Cybersecurity stocks surged in 2026 as AI-enabled cyberattacks rose 89%. Explore the trends driving demand, valuations, and ...

Since 2022, Big Tech capex has been the clearest barometer of AI demand. But the market’s reaction to Google’s latest ...

In early October 2026, three large AI hardware financing deals made headlines. SpaceX is reportedly looking to raise $40 billion to acquire Nvidia processors, and Broadcom is reportedly turning to its ...

In April, there was a major shift in the AI accelerator market, and for once, it didn’t come from Nvidia. Six months later, merchant TPUs are moving from announcement to commercial execution, with ...

On October 12, 2026, Microsoft announced its Maia 300 custom AI chip, with CEO Satya Nadella calling it his company’s “biggest bet yet on our own silicon.” Microsoft is expecting to scale to ...

AI accelerators such as GPUs and custom silicon need no introduction. Compute has led the AI boom; a trend so powerful, it is displacing the FAANGs of the last decade with Nvidia firmly the world’s ...

When discussing the AI Monetization Supercycle, I would be remiss not to highlight Broadcom. The AI accelerator market will inevitably widen beyond Nvidia’s GPUs – the keyword is widen. More players ...

This week, AMD reached a $1 trillion market cap – an incredible victory given the company was on the brink of bankruptcy in 2014. When Lisa Su became CEO of the company, she inherited a company with ...

Earlier this month, Arm unveiled an AGI CPU to address one of AI’s biggest bottlenecks, which is orchestration. During the chatbot craze of 2023-2025, GPUs did most of the heavy lifting while CPUs had ...

Three months ago, GPUs were all the rage, and the idea that CPUs could challenge GPUs when it comes to AI budgets was unfathomable. The shift in this perception is evident not only in management ...