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3 articles
Markets
The only maker of EUV lithography machines raised the bottom of its 2026 sales range and says supply planned for 2027 and 2028 will not meet AI demand.
3h ago
AI
Microsoft's third-generation chip packs 96 to a rack and claims 40% more output per megawatt than GPUs. Nvidia still trains its models, and analysts put Maia at about a tenth of its AI chip spending.
1d ago
Technology
The chipmaker behind Nvidia's and Apple's processors is set for a sixth straight record quarter on AI demand, and may lift its full-year growth forecast into the low to mid 40s.
2d ago
