#ai demand
14 stories
Modal Triples Valuation to $15 Billion
AI infrastructure startup Modal's valuation jumps to $15.75 billion after tripled demand.
Pymnts · 1m
Nvidia's RTX 5080 Super 24GB Slips to CES 2027
Nvidia delays RTX 5080 Super 24GB launch to 2027 as AI demand eats GDDR7 memory.
Startup Fortune · 1m
Why October 15 Could Change TSMC Stock
TSMC's October 15 earnings may beat estimates as AI demand surges.
24/7 Wall St. · 1m
Japan machine tool orders hit all-time high on AI demand
Japan's machine tool makers face record order backlog as AI hardware demand surges.
Nikkei Asia · 1m
Samsung forecasts record $80 bn quarterly profit
Samsung's AI-driven memory chip sales surge to $80.17 billion quarterly profit.
Financialexpress · 1m
Samsung Earnings Signal AI Demand Cooling
Samsung's Q3 earnings reveal AI demand slowing as chip margins peak.
Pymnts · 1m
Accenture Q4 Beat Boosts Indian IT Stocks
Accenture's Q4 revenue beat lifts TCS and Infosys shares as AI-driven demand signals recovery.
The Economic Times · 1m
Intel CEO Warns Memory Prices Surge
Intel CEO predicts memory prices could surge 500% by 2027.
Yahoo Finance · 1m
RAM shortage to persist through 2028, executives warn
Micron and Samsung say memory supply will remain tight for years as AI and server demand consumes manufacturing capacity.
Ars Technica · 1m
Meta's Muse AI Boosts Processor Stocks
Meta's new AI agent sparks 13% surge in Arm, 12% in Intel, 9% in AMD as CPU demand bet intensifies
24/7 Wall St. · 1m
RTX 5090 prices triple as AI labs hoard Nvidia's gaming GPU
Nvidia's consumer flagship GPU has vanished from shelves, with prices hitting $9,000 as AI server builders bulk-buy the cards to skirt datacenter licensing rules.
TechRadar · 2m
ASML vs TSMC: The real picks-and-shovels winner
One company makes the machines, the other runs them. Only one has a true monopoly.
Yahoo Finance · 1m
Infrastructure is no longer a sleepy income play
Power grids, AI data centres and aging infrastructure are transforming utilities from boring income stocks into genuine growth opportunities.
MoneyWeek · 1m
Broken phones are suddenly worth money
AI is eating the world's memory chips, and your dead phone in a drawer just became a parts supply.
TechRadar · 1m