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29.04.26 - 05:06
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Commentary: China′s chip-model strategy pressures Nvidia′s AI economics (Digitimes)
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The global AI industry is shifting into an inference cost war in 2026, with DeepSeek V4 accelerating changes across China's semiconductor supply chain. By positioning Huawei's Ascend chips as viable alternatives to Nvidia GPUs, DeepSeek reframes competition beyond software versus hardware. The shift cuts deeper, reshaping how AI systems are architected from the ground up....
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29.04.26 - 02:24
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Nvidia′s LPX cabinet and Foxconn′s supply lead reshape inference-era AI infrastructure (Digitimes)
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The shift from model training to real-time inference, driven by open-source agent applications, is reshaping global data center design and supplier dynamics, with implications for cloud providers and hardware makers worldwide. Demand for inference-dedicated systems is accelerating production and favoring manufacturers with liquid-cooling and vertical-integration capabilities across the industry....
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28.04.26 - 21:48
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Live: Will Teradyne Stock Rally After Q1 Earnings Tonight? (24/7 Wall St.)
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Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocksThis analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE. Here's What Wall Street Expects When Teradyne Reports Q1 Earnings Tonight 9 minutes ago Live The ... Live: Will Teradyne Stock Rally After Q1 Earnings Tonight?...
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28.04.26 - 21:36
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Live: Seagate Q3 Earnings Are After the Bell – Will Their Hot Streak Continue? (24/7 Wall St.)
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Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocksThis analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE. Wall Street Expects Rising Margins When Seagate Reports Tonight 5 minutes ago We detailed earlier that ... Live: Seagate Q3 Earnings Are After the Bell – Will Their Hot Streak Continue?...
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28.04.26 - 21:24
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Live: Will Bloom Energy Smash Q1 Earnings After the Bell Tonight? (24/7 Wall St.)
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Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocksThis analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE. Bloom Energy Down 2.5% as AI Stocks Under Pressure Today 6 minutes ago Live Bloom Energy ... Live: Will Bloom Energy Smash Q1 Earnings After the Bell Tonight?...
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