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Robust demand for artificial-intelligence chips makes for attractive buying opportunities in several semiconductor stocks headed into earnings season, according to J.P. Morgan. “AI/accelerated compute demand remains strong,

A trade show that started as a small tech sourcing fair now plays a vital role in developing artificial intelligence. CNN’s Will Ripley heads to Computex in Taipei, Taiwan, to learn more about the lesser-seen hardware components that form the backbone of AI innovation.

The annual amount of water AI is on pace to use by 2027 could serve the entire population of Canada for more than a year.

Taiwan Semiconductor Manufacturing, known as TSMC, reported a 61% rise in quarterly profit as it benefits from demand for artificial-intelligence processors.

Mehdi Hosseini, senior equity research analyst at Susquehanna, says that while TSMC's revenue mix could get a few percentage points of upside from its China business, the main growth drivers going forward are the shipments of Nvidia Blackwell chips to the U.

Despite a temporary revenue dip in 2023, Broadcom has rebounded with strong growth, fueled by AI infrastructure demand and robust financial momentum. Valuation remains attractive versus peers, and I project significant revenue and price appreciation by 2029, justifying my bullish rating despite competitive and macro risks.

The U.S. is reportedly holding up the deal due to concerns that AI chips could be smuggled to China from the UAE.