#AI Infrastructure

Rohm raised its profit forecast 67% on AI demand and cost improvements. A depreciation bridge and cash-flow analysis test the strength of its earnings recovery.

Shibaura raised its profit forecast to ¥17.5 billion. Its AI-driven order surge must deliver an 85% second-half profit jump, while advance payments boost cash.

Advantest fell 9.1% and Tokyo Electron 7.5% in Tokyo. Their March 2027 forecasts reveal a 31% valuation premium and sharply different profit hurdles.

SpaceX's first quarterly profit was $4.4 billion as AI revenue overtook Starlink. TECHi decomposes the profit and the $19.6B capex bill beneath it.

DeepSeek's V4.1-Flash-1017 reports higher scores on all 11 benchmarks, with open MIT weights and unchanged prices. TECHi checks the costs and memory math.

SpaceX’s Q3 outlook centers on its Q2 performance, Cursor timing and share count, alongside the reported October 20 results.

The Philadelphia Semiconductor Index lost 3.83% Friday and is down 15.7% in eight sessions. TECHi ranks which chip stocks fell most and what followed past streaks.

CoreWeave shares slid over 11% as bond yields raised a sharper question: can its $104 billion backlog fund AI capacity and leave returns for shareholders?

Zesty’s new GPU-sharing tool could delay hardware purchases while lowering AI costs. TECHi examines the demand math and the deployment limits for Nvidia.

Rambus’s new LPDDR6 power chip expands its AI-memory lineup. Its earlier outlook points to a larger product business with different profit-margin economics.

A new IDC forecast expands the AI hardware opportunity. For Dell stock, shared designs put integration, customer choice and profit quality in focus.

Palantir rose 5.17% Friday. Its Armada partnership opens a deployment route, but overseas revenue still trails U.S. growth. Here is the evidence to watch.

CIEN stock surged 11% Tuesday. TECHi tests Ciena’s 2029 revenue, margin and cash-flow targets against its October 6 valuation and execution risks.

ALAB stock climbed nearly 7% Tuesday. TECHi explains the Scorpio revenue ramp, OCP catalyst and valuation risk behind Astera Labs’ move for investors.

CBRS closed up 9.08% after OpenAI reassurance. Cerebras's Q3 core-revenue guide implies 2.4% sequential growth; delivery remains the bigger test.

Cerebras may release up to 171.1 million shares from lockup restrictions. Here is what the CBRS supply test means for investors.

Akamai’s Anthropic cloud deal promises $11.6B in revenue but needs $5.5B of capex and a warrant for up to 5%. Here is the shareholder math.

AMD crossed $1 trillion and reached Wall Street's central target. TECHi maps the bull, base and bear cases using Q2 growth and the Q3 outlook.

ARM stock jumped 17% to $322.90, above Wall Street's base target. TECHi maps the bull, base and bear cases after the agentic-AI CPU rally.

OpenAI is in early talks with investors at a $1.2 trillion valuation, the FT reports, 41% above March and three days after Sam Altman shelved the IPO on safety grounds.

The 10-year Treasury yield touched 5.04%, the highest since 2007, before a Fed hike. What it means for Big Tech's $194 billion bond binge, Oracle and CoreWeave.

Oracle fell ~5% after adding about $700 million to its restructuring plan amid a $90-95 billion capex year, days after Ellison cancelled a $7.5 billion share-sale plan.

Firmus is pitching a A$7 billion (US$5 billion) ASX IPO for late October, Bloomberg reports: 900 MW contracted, OpenAI anchoring two Malaysian sites, Nvidia in Batam.

South Korea's ICT exports hit a record $59.98B in August, over 60% of all exports. Chips were 47.5%, and outside ICT Korea ran a $6.6B trade deficit.