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Advanced Micro Devices is positioning itself for inference, which is predicted to be the larger TAM compared to training.
Rising demand for AI chips has driven substantial revenue growth for TSMC. In Q1 2025, TSMC reported $25.5 billion in net revenue, up 35% year over year. It also grew its profit margin, with earnings ...
Nvidia stock was gaining after Google raised its capital expenditure forecast and President Donald Trump signed executive ...