Applied Materials stock forecast: Besi deal meets $10.25B guide
Applied Materials expanded its Besi partnership, but disclosed no new orders. TECHi tests the October AMAT outlook against Q4 guidance and valuation.
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TECHi reporting and analysis covering AI Compute. 3 articles, newest first.
Anthropic is the $13.7 billion GPU customer in Trump-linked RUM Group's deal: report
Anthropic is the customer in RUM Group's $13.7B GPU deal, The Information reports. The deal comes with a penny warrant for 50.8M RUM shares.
SpaceX spent 13 times more on AI than on rockets last quarter
SpaceX's Q2 filing shows $15.83B of AI capex against $1.17B on Space — 86% of all capital spending. Only Starlink earns. What SPCX investors are actually buying.