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Big-name tech companies are making AI a top R&D priority, and spending whatever is necessary to obtain scarce talent.
Much like its software ecosystem, the hardware support Nvidia claims for its server products is nothing to scoff at, as its latest announcements show.
Xilinx's Victor Peng is betting on an innovative new chip platform to grow the chipmaker's data center and cloud exposure. And he'd consider making a big acquisition there as well.
University of Bristol Smart Internet Lab uses Xilinx Technology to build Flexible and Programmable SDN Controlled 5G Network Testbed for Urban Connectivity
While Tan may take a moment to consider how best to use his capital, acquisitions likely run too deeply in his DNA to give up on looking for targets.
New highs for the stock haven't included "breakout" volume.
Now that the White House has shot down Broadcom's hostile bid for Qualcomm, Broadcom and Intel might both eye new targets. Albeit for pretty different reasons.
The president's rejection of a hostile bid for Qualcomm makes Broadcom CEO Hock Tan's acquisition plans more difficult. But don't expect Tan to change his strategy.
Company demonstrates FPGA industry-first 112G PAM4 transceiver technology, planned for 7nm products, and announces 58G PAM4 FPGA additions to Virtex UltraScale+ family
Broadcom wants Qualcomm, but it doesn't look as if the latter feels the same way about the former. Here's what else Broadcom could acquire instead.
Semiconductor M&A activity is starting to heat up once more. Here are a few additional names that could be targeted.
Tech earnings could help drive AMAT and other semiconductor stocks much higher.
Starbucks' latest quarter was mixed at best. Will big-tech names like Apple let Wall Street down with their earnings?
The chip giant's latest earnings report wasn't perfect, but it turned up strong growth in key areas and a solid full-year outlook.
John Flannery sees progress being made on GE's initiatives, but that is what I expected him to say.
It's hard to understand the magnitude of the change.
ISO26262 Certified Products Enable Safety Critical ADAS and Autonomous Driving System Development
Despite soft jobs numbers, there's a whole tape of hot new winners in this market, says Jim Cramer. Here's next week's game plan.
Jim Cramer takes a closer look at Kinder Morgan, Xilinx, B&G Foods, Magellan Midstream Partners, Royal Dutch Shell.
Xilinx Board of Directors Completes Nine Month Succession Plan
The U.S. continues to have a labor shortage. In turn, companies will have to pull out all the stops to try and extract as much value from their assets as possible. That means using new technology.
Intel, Google, and a slew of startups have been working on alternatives to Nvidia's widely-used data center AI products. But Nvidia still has some significant advantages.
Bitcoin's epic run has much in common with stock and real-estate bubbles, but also helps validate it. At the same time, bulls shouldn't view chip stocks such as AMD, Nvidia and TSMC as Bitcoin plays.
The drivers that have fueled so much industry consolidation over the last four years could lead to a slew of additional firms being snapped up.
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