Cerebras Systems shares fell 7.8% in extended trading this week as investors weighed strong revenue growth against concerns over the company’s ability to compete with AI chip leaders. While Cerebras beat Wall Street revenue forecasts, its projected 2026 gross margins of 38% to 41% remain significantly lower than those of industry titans like Nvidia, which … Read more
Broadcom’s Q1 Performance: Is the AI Supercycle Just Getting Started? In the high-stakes world of semiconductor manufacturing, few companies manage to combine sheer scale with aggressive growth. Broadcom (NASDAQ:AVGO) just reminded the market why it remains a bellwether for the tech industry, reporting a massive 47.9% year-on-year revenue surge. While Wall Street is currently laser-focused … Read more
The AI Infrastructure Gold Rush: Beyond the Chips For years, the conversation around Artificial Intelligence has been dominated by the “brains”—the GPUs, and TPUs. But as we move deeper into the era of generative AI, the spotlight is shifting toward the “body”: the physical infrastructure required to keep these chips running. The recent performance of … Read more
Beyond the Chip: The Rise of Advanced Packaging in the AI Era For decades, the semiconductor industry followed a simple mantra: shrink the transistor, increase the speed. But as we hit the physical limits of silicon, the battleground has shifted. We are no longer just talking about how small a chip can be, but how … Read more