Qualcomm is stepping out of its mobile comfort zone with a bold push into AI infrastructure. Its new inference-focused datacenter chips aim to challenge Nvidia and AMD with lower power draw and cost-efficient performance.
Intel’s third quarter showed a company slowly regaining its footing. Revenue ticked up, margins improved, and its foundry ambitions took shape—yet persistent losses and execution risks remind investors that this comeback, while real, remains fragile.
Lam Research delivered record margins on AI-fueled demand while warning China will fade under new curbs. Guidance dips on tariffs and mix, but 2026 growth bets rest on HBM, taller NAND stacks and EUV patterning—where Lam’s etch/deposition moat is deepest.
EPAM Systems unveiled a $1 billion share repurchase—roughly equal to its entire cash reserve. The bold move signals management’s conviction that the market undervalues the digital-engineering specialist’s long-term prospects.
As orders for AI-datacenter lasers accelerate and new GaN and SiC power technologies prepare for their next wave, the German epitaxy specialist could be poised to benefit from the very forces making data centers faster—and far more energy-efficient.
Infosys’s latest quarter offers a sober answer to the hype: AI is good for IT consultants—but the payoff shows up first in bookings, delivery speed and margins, not a top-line sprint.
ASML’s Q3 missed on revenue but beat on EBIT, with €5.4 billion in bookings and standout EUV orders. Guidance lifts Q4 above models and keeps 2025 on a ~15% growth track—while 2026 is “not below” 2025.
EPAM Systems built its reputation by solving the hard tech problems others avoided. Now, as generative AI reshapes software services, the company faces its defining test: can its engineering-first DNA turn AI disruption into a new era of growth and competitive advantage?
Once a cyclical supplier of smartphone lasers, Lumentum has rebuilt itself around high-end optics for cloud and AI. With bets on co-packaged optics and a moat in indium-phosphide lasers, it is emerging as a structural winner of the AI data-center build-out.
As models scale and clusters swell, light is taking over the job of moving bits. From 800G pluggables to co-packaged optics, the race is on to deliver more bandwidth per watt—and the winners will be those who can make photons flow with the least power and the least friction.
AI inference has turned data centers into industrial-scale factories, built on dense accelerators, high-bandwidth memory, liquid cooling and optical fabrics. The race to serve tokens efficiently is reshaping supply chains from GPUs to fiber switches.
As transistor gains stall, hybrid bonding takes center stage. Dutch toolmaker Besi is turning precision and process lock-in into outsize margins—and a pivotal role in AI hardware.
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