AI chipmaker Blaize sees $71B market across video security, and autonomous systems by 2028
Blaize Holdings Inc (NASDAQ: BZAI) sees a serviceable addressable market of about $71 billion collectively for video security ...
Teradyne Stock: The Next Big AI Play?
Teradyne (NASDAQ:TER), a company best known for designing and manufacturing automated test systems and robotics solutions, ...
CRN1mon
Hyperscalers’ AI Chip Bets Drive Broadcom Bullet Train To $1 Trillion Valuation
‘We expect this to represent an AI revenue, serviceable addressable market, or SAM, for XPUs and network in a range of $60 [billion] to $90 billion in fiscal 2027 alone. We are very well ...
The Motley Fool1mon
Why Broadcom Was Rallying Again Today
Arcuri chose the latter, saying, "After reviewing Broadcom's serviceable-addressable-market disclosures and reassessing likely outcomes for its custom compute and AI-networking businesses ...
Citi on Broadcom's potential AI sanctions hit
Investing.com -- Citi analysts assessed the impact of potential new U.S. government AI chip shipment restrictions on Broadcom ...