Investors can’t get enough of Nvidia, AMD, Intel, and Micron as earnings season widens the divide between chip and software ...

Chip rally dominance: NVIDIA and AMD valuations soar on AI infrastructure demand, far outpacing software sector performance. Software stalls: Salesforce and Microsoft face weaker stock momentum ...

Salesforce is the cleanest reversal candidate on the software side. The stock is down 33% over the past year and trades at a ...

While shares of chip makers and cloud providers have been the winners so far this year, there are still opportunities for investors in software stocks, analysts say With major tech companies holding ...

SAN JOSE (Reuters) -Advanced Micro Devices has forged close ties to a batch of artificial intelligence startups as part of the company's effort to bolster its software and forge superior chip designs.

SANTA CLARA, California - (Reuters) -The computing chips that power artificial intelligence consume a lot of electricity. On Wednesday, the world's biggest manufacturer of those chips showed off a new ...

The U.S. government has rescinded its export restrictions on chip-design software to China, three of the largest players in the space announced on Thursday. In separate statements, semiconductor ...

The third white paper in our series, “Building an AI Chip” delves into the critical aspects of ensuring robust security and efficient software development for AI chips. As AI applications become ...