AI agents give CPU substrates a shove – Fudzilla.com
…They show demand forecasts across different AI chip types, with the company expecting CPU demand to grow. For fiscal 2026, ending in March 2027, Ibiden now expects 330 billion yen (€1.78…
Search
Nvidia is locking down its supply chain – Fudzilla.com
…the next several quarters.” Purchase commitments are obscure enough that most analysts do not forecast them. Unlike revenue, earnings and free cash flow, there is no consensus on where purchase commitments will…
Dell gets a Pentagon-powered AI boost – Fudzilla.com
…The outfit lifted its full-year AI revenue forecast to $60 billion, up 144 per cent from the previous year. That was higher than the $50 billion it predicted in February, before…
Oracle’s AI bill frightens investors – Fudzilla.com
…The latest fall came despite better-than-expected fourth-quarter revenue of $19.2 billion and full-year revenue of $67.4 billion. “AI infrastructure makes the existing cloud infrastructure market seem…
AI boom spreading beyond Nvidia – Fudzilla.com
…AMD’s quarterly results this week underlined the trend, with earnings, revenue and guidance beating estimates on strong data centre growth. The company has long pushed the CPU side of the market…
To show you the most relevant results, we’ve omitted some entries very similar to those already shown. Repeat the search with the omitted results included.