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FeaturedWccftech·September 11, 2026Bullish

Report: TSMC to Double CoWoS Capacity by 2028 as AI Chip Shortage Spills Over to Rivals

Report: TSMC to Double CoWoS Capacity by 2028 as AI Chip Shortage Spills Over to Rivals Wccftech

Supply ChainHardware
The Cryptonomist·September 11, 2026
Bullish

Nvidia AI Growth Forecasts 70% Revenue Jump

Nvidia AI Growth Forecasts 70% Revenue Jump The Cryptonomist

IndustryHardware
Kalkine Media·September 11, 2026
Neutral

Can AI Demand Lift Equinix (NASDAQ:EQIX) Higher?

Can AI Demand Lift Equinix (NASDAQ:EQIX) Higher? Kalkine Media

Market
Tom's Hardware·September 11, 2026
Neutral

China-modified Nvidia RTX 5090 with massive 96GB of memory appears on Alibaba for less than $4,000 — 3x more VRAM at 65% the cost of the original

China-modified Nvidia RTX 5090 with massive 96GB of memory appears on Alibaba for less than $4,000 — 3x more VRAM at 65% the cost of the original Tom's Hardware

IndustryGeopoliticsHardwareMarket
benzinga.com·September 11, 2026
Neutral

What's Going On With Microsoft Stock Friday? - Microsoft (NASDAQ:MSFT)

What's Going On With Microsoft Stock Friday? - Microsoft (NASDAQ:MSFT) benzinga.com

Industry
Kalkine Media·September 11, 2026
Neutral

Advanced Micro (NASDAQ:AMD): Is AI Demand Changing the Game?

Advanced Micro (NASDAQ:AMD): Is AI Demand Changing the Game? Kalkine Media

IndustryHardwareMarket
TradingView·September 11, 2026
Bullish

ORCL Q3 Deep Dive: Cloud Infrastructure and AI Demand Drive Margin Expansion

ORCL Q3 Deep Dive: Cloud Infrastructure and AI Demand Drive Margin Expansion TradingView

MarketCloudEconomics
조선일보·September 11, 2026
Bullish

Chinese AI Chip Prices Surge on HBM Shortages

Chinese AI Chip Prices Surge on HBM Shortages 조선일보

Supply ChainHardwareMarket
FinancialContent·September 11, 2026
Bullish

The $900 Billion Data Center Boom Is Just Getting Started

The $900 Billion Data Center Boom Is Just Getting Started FinancialContent

DatacenterCloud
Light Reading·September 11, 2026
Neutral

Zankore to build Indonesia's first AI factory with $3.1B funding

Zankore to build Indonesia's first AI factory with $3.1B funding Light Reading

Supply ChainFunding
Tech Times·September 11, 2026
Neutral

EMIB vs. CoWoS: Google, Amazon Back Intel for Inference as Nvidia Keeps Training on TSMC

EMIB vs. CoWoS: Google, Amazon Back Intel for Inference as Nvidia Keeps Training on TSMC Tech Times

Supply ChainHardwareIndustryAI Models
Quantum Zeitgeist·September 11, 2026
Neutral

256 Nvidia B200 GPUs Unlock Quantum AI Power For Korea’s Rollout

256 Nvidia B200 GPUs Unlock Quantum AI Power For Korea’s Rollout Quantum Zeitgeist

EnergyHardwareIndustry
TechPowerUp·September 11, 2026
Neutral

Undervolted NVIDIA RTX 4090 Gets Identical DLSS 5 Frame Rates with 47 W Lower Power Draw

Undervolted NVIDIA RTX 4090 Gets Identical DLSS 5 Frame Rates with 47 W Lower Power Draw TechPowerUp

HardwareIndustryEnergy
Bitget·September 11, 2026
Neutral

How to Long or Short H100 & B200 GPU Rental Prices: Bitget Compute Perpetuals

How to Long or Short H100 & B200 GPU Rental Prices: Bitget Compute Perpetuals Bitget

HardwareMarket
tech-insider.org·September 11, 2026
Neutral

Meta Iris AI Chip Enters Production, Eyes 14GW by 2027

Meta Iris AI Chip Enters Production, Eyes 14GW by 2027 tech-insider.org

Supply ChainHardwareIndustry
Bitget·September 11, 2026
Neutral

How to Trade AI GPU Compute Perpetual Futures With USDT (2026 Guide)

How to Trade AI GPU Compute Perpetual Futures With USDT (2026 Guide) Bitget

Hardware
finance.biggo.com·September 10, 2026
Bullish

Microsoft Targets 38 Gigawatts of Data Center Capacity by 2032 to Ease AI Compute Crunch

Microsoft Targets 38 Gigawatts of Data Center Capacity by 2032 to Ease AI Compute Crunch finance.biggo.com

IndustrySupply ChainDatacenterCloudAI Infrastructure
bloomberg.com·September 10, 2026
Bullish

Microsoft Plans Data Center Push to Triple Its Computing Power

Microsoft Plans Data Center Push to Triple Its Computing Power bloomberg.com

DatacenterCloudEnergyIndustry
Tech Times·September 10, 2026
Neutral

System76 Thelio Mira AI Fits 192 GB ECC GPU Memory Into Consumer Desktop Chassis

System76 Thelio Mira AI Fits 192 GB ECC GPU Memory Into Consumer Desktop Chassis Tech Times

Hardware
Wccftech·September 10, 2026
Bullish

Undervolting Cuts DLSS 5’s Power Spike By 47 W On The RTX 4090 While Retaining The Same Performance

Undervolting Cuts DLSS 5’s Power Spike By 47 W On The RTX 4090 While Retaining The Same Performance Wccftech

HardwareEnergy