Hu provided Q1 2026 guidance: "We expect revenue to be approximately $9.8 billion, plus or minus $300 million, including approximately $100 million of MI308 sales to China." She stated, "At the ...
IREN Limited IREN is scheduled to report its second-quarter fiscal 2026 results on Feb. 5, with investor focus centered on its rapid GPU fleet expansion and accelerating data center buildout. These ...
China’s leader, Xi Jinping, has said that great danger and opportunity often arrive together. That is acutely true for him now that he has eviscerated the Chinese military’s high command, leaving a ...
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Forget Intel: This fast‑moving CPU and GPU innovator is the higher‑upside bet for long‑term chip investors
Intel's latest quarterly results make it clear the company isn't in a position to justify its expensive valuation. Another company is making notable progress in AI data center chips, primarily through ...
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