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Browsing: AI demand
SMIC Just Reported Record Quarterly Revenue of $3 Billion and Raised Its Chip Prices to Match. China’s Most Important Semiconductor Manufacturer Is No Longer Playing Catch-Up on Revenue Either
By fariehan
SMIC’s record quarterly revenue has pushed China’s leading chipmaker into a stronger position. For the first time, the company reported…
Palantir’s Quarterly Revenue Grew 93% to Nearly $2 Billion With US Commercial Revenue Up 149%. Enterprise AI Finally Has a Company Proving That the Spending Turns Into Real Sales and Every Skeptic Now Has to Explain That Number
By fariehan
Palantir has turned enterprise AI spending into measurable commercial growth. Revenue reached $1.935 billion in the second quarter, up 93%…
The Nvidia RTX 5090 Launched at $1,999 and Is Now Routinely Selling for Over $4,000 on the Secondary Market. The GPU Shortage Driving That Premium Is the Same One Slowing Down Every AI Lab, Game Studio, and Research Institution That Cannot Get Allocation
By fariehan
Nvidia’s RTX 5090 launched at $1,999, yet its market price has climbed above $4,000. Currently, prices have reached roughly $4,400. …
Google Is Raising Pixel 11 Prices and a Sixfold Surge in RAM Costs Is the Reason. Here Is Why the Memory Crisis Behind Your Next Smartphone Bill Connects Directly to the AI Infrastructure Race
By fariehan
Google faces a memory squeeze as rising RAM costs threaten Pixel 11 pricing. Google says supplier memory costs reached unprecedented…
Blowout earnings from Nvidia for the third quarter of fiscal 2026 have reignited a fierce debate on whether the artificial…