57 stories tagged with #ai-demand, in publish-time order across the WeSearch catalog. Tag pages update as new stories ingest.
⌘ RSS feed for this tag → or search "Ai Demand"
KeyBanc reiterates AMD stock Overweight rating on AI demand strength
TSMC plans further $100B US investment to feed AI demand
Taiwanese chipmaker raises full-year capex to $64bn, revenue growth forecast to 40%…
TSMC Beats Lofty Estimates in Latest Sign of Sustained AI Demand - Bloomberg.com
TSMC Beats Lofty Estimates in Latest Sign of Sustained AI Demand Bloomberg.com…
China June export growth cools, AI demand supports trade strength
China's June export growth cools to 5.8%, but AI demand supports trade. China's 2026 GDP growth below 1% at 0.1% YES, between 5% and 6% at 16.1% YES.…
Samsung likely to post 18-fold jump in profit on surging AI demand for memory - Reuters
Samsung likely to post 18-fold jump in profit on surging AI demand for memory Reuters…
China factory activity expands in June 2026 as AI demand lifts high-tech manufacturing
China's manufacturing PMI rose to 50.3 in June 2026, beating expectations as high-tech AI exports powered factory expansion despite weak domestic demand.…
Google caps Meta's Gemini use as AI demand strains capacity
Global markets fall as investors fret about AI demand
Apple’s price rises and fears over delay to OpenAI’s IPO send Asian bourses sharply lower…
Sources: Samsung is seeing a rise in advanced chip production requests from BYD, Google, AMD, and others as TSMC's capacity remains constrained by AI demand (Nikkei Asia)
IREN plants flag in Australia with its first data center campus to serve Asia-Pacific AI demand
Cantor Fitzgerald raises Palo Alto Networks price target on AI demand
Iran war, AI demand have investors eyeing renewable energy through a different lens
Once again, a geopolitical shock has renewed interest in clean energy…
Vistra: A Buy On AI Demand, Nuclear Power, And Strong Cash Flow
Vistra (VST) buy rating: PPAs with hyperscalers, strong EBITDA/FCF growth outlook, Q1 margins rising. See here for more details.…
Toilet-maker Toto hikes capital expenditures to meet AI demand for its ceramics
The company is capitalizing on an unexpected surge in demand from chip gear makers seeking ceramics able to withstand dirt particles, corrosive materials and high temperatures.…
Google selling $10B of equity to Berkshire is fascinating and functions as a signal that AI demand is high, in a world where the most cash buys the most compute (Ben Thompson/Stratechery)
Ben Thompson / Stratechery : Google selling $10B of equity to Berkshire is fascinating and functions as a signal that AI demand is high, in a world where the most cash buys the mos…
An interview with Sam Altman on OpenAI's massive Stargate data center project in Saline, Michigan, coding models being the biggest driver of AI demand, and more (CNBC)
CNBC : An interview with Sam Altman on OpenAI's massive Stargate data center project in Saline, Michigan, coding models being the biggest driver of AI demand, and more — Following …
AI demand absorbs wafer capacity, crushing budget PC segment
The shift in AI development from large-scale model training toward inference-centric Agentic AI applications is driving a structural expansion in memory demand, according to TrendF…
Innoviz Technologies Sees Lidar Momentum Rebounding as Defense, Physical AI Demand Grows
JPMorgan raises Dell stock price target to $500 on AI demand
MediaTek says it has started to use Intel Foundry's advanced chip packaging in addition to TSMC's, as the mobile chip designer bets on AI demand for growth (Cheng Ting-Fang/Nikkei Asia)
Taiwan raises 2026 GDP growth outlook to 16-year high on strong AI demand
MongoDB raises guide on AI demand; stock pares after-hours gains on call
Okta tops first-quarter results on agentic AI demand
CEO Todd McKinnon said Okta is "playing a long game" on AI and is allocating more resources to agentic tools.…
Surging AI demand has caused shortages and price increases across the entire optical supply chain, from lasers and substrates to optical fibers and connectors (Nikkei Asia)
Nikkei Asia : Surging AI demand has caused shortages and price increases across the entire optical supply chain, from lasers and substrates to optical fibers and connectors — TAIPE…
Chip stocks race towards biggest gains since dotcom era on AI demand
Philadelphia Semiconductor Index rides Big Tech’s data centre spending spree to 75% gains in 2026…
Marvell's stock falls despite 'exceptional' AI demand driving a stronger growth outlook - Morningstar
Comprehensive up-to-date news coverage, aggregated from sources all over the world by Google News.…
Marvell's stock seesaws as 'exceptional' AI demand drives a stronger growth outlook - Morningstar
Comprehensive up-to-date news coverage, aggregated from sources all over the world by Google News.…
Marvell’s stock seesaws as ‘exceptional’ AI demand drives a stronger growth outlook
Red hot AI demand pushes more companies into the $1 trillion club
Micron Technology and South Korea’s SK Hynix hit the mark this week. Wall Street expects even more AI-driven stock market growth this year.…
China’s industrial profits surge 24.7% in April amid AI demand and oil prices
China's industrial profits jumped 24.7% in April 2026, driven by booming AI semiconductor demand and rising oil prices, extending a strong Q1 growth trend.…
Chipmakers SK Hynix and Micron join $1tn club on surging AI demand
They are the latest technology companies to join the growing list of stocks with mega valuations.…
Micron stock surges as UBS triples price target on AI demand
Earnings call transcript: Infratil’s H2 2026 growth driven by AI demand
Equinix’s SWOT analysis: data center stock eyes expansion amid AI demand
Europe races Meta and Japan to launch first Petabit-class submarine cable before 2030 as AI demand explodes
Subsea cable boom sees Europe, Japan, and Meta compete to power AI-driven global internet backbone expansion…
How the global memory chip crunch, driven by AI demand, is hurting China's car industry, squeezing automakers already hit by a price war and razor-thin margins (Nikkei Asia)
Workday shares jump as AI demand eases investor concerns
AMD CEO Lisa Su projects the CPU market will grow over 35% annually through 2031, up from 3% to 4% historically, driven by AI inference and agentic AI demand (Cheng Ting-Fang/Nikkei Asia)
Cheng Ting-Fang / Nikkei Asia : AMD CEO Lisa Su projects the CPU market will grow over 35% annually through 2031, up from 3% to 4% historically, driven by AI inference and agentic …
UBS Global Wealth Management lifts S&P 500 target on strong consumer spending, AI demand
UK stocks rise; Softcat lifts profit outlook on AI demand
NVIDIA (NVDA) Posts Blowout Q1 on AI Demand, Forecasts Another Record Quarter
Argus raises Nvidia stock price target on strong AI demand
How AI demand is redefining enterprise infrastructure strategy
AI adoption is causing increased pressure on supply chains and component availability…
Oppenheimer reiterates Analog Devices stock rating on AI demand
TD Cowen reiterates Nvidia stock rating on AI demand strength
Nvidia posts 85% revenue surge, announces $80B buyback as AI demand keeps accelerating
Nvidia reports 85% revenue surge, authorizes $80B share buyback, and guides next quarter to $89B-$93B as AI data center demand drives record growth.…
NextEra, Dominion Energy merger hinges on power bills amid AI demand
NextEra Energy's $67 billion all-stock bid for Dominion Energy would create the world's largest regulated utility, but regulatory approval hinges on rising power bills.…
NextEra’s $67 billion Dominion Energy merger hinges on power bills amid AI demand surge
NextEra Energy's $67 billion Dominion Energy acquisition, the largest US utility deal ever, faces regulatory scrutiny over whether AI-driven power demand will raise consumer bills.…
Nvidia Q1 revenues hit record $82B, up 85% year-over-year as AI demand shows no signs of cooling
Nvidia reported record Q1 FY2027 revenue of $82B, up 85% YoY, with EPS of $1.87 beating forecasts. Here's what it means for AI and crypto investors.…
Nvidia reports $75.2B in data center revenue as AI demand nearly doubles its biggest business
Nvidia's data center revenue hit $75.2B in Q1 FY2027, a 92% year-over-year increase driven by AI demand for Hopper and Blackwell GPUs.…
Fastly's Compute Revenues Surge: Is AI Demand Powering Growth?
Analog Devices is acquiring a power management startup for $1.5 billion to chase AI demand
Veteran analyst upgrades Arista stock price on AI demand surge
NVIDIA (NVDA): UBS Sees More Upside as AI Demand Stays Healthy
NVIDIA Corporation (NASDAQ:NVDA) is one of billionaire Steve Cohen’s large-cap stock picks with the highest upside potential. On May 11, analysts at UBS reiterated a Buy rating on …
Why AI demands more people, not fewer
America's power grid can't keep up with AI demand
Ero Copper: I'm Not Crazy Enough To Say 'Free Lunch,' But This Situation Comes Close
Ero Copper (Brazil) is a buy: rising production, AI-driven metals demand, and strong 3–5 year copper outlook despite volatility. Read here for more details.…