The Capex Cycle And Semiconductors

Big Tech’s 2026 capex surge boosts AI chips: semis, memory supercycle, TSMC strength, NVDA/AVGO upside—get the key stock ...

Cisco Announces New Silicon One G300, Advanced Systems and Optics to Power and Scale AI Data Centers for the Agentic Era

Silicon One G300: The Networking Foundation for the Agentic Era The new Silicon One G300 is a 102.4 Tbps switching silicon that exemplifies Cisco's rapid innovation and sets a new standard for AI ...

Cisco Systems, Inc.: Cisco Announces New Silicon One G300, Advanced Systems and Optics to Power and Scale AI Data Centers for the Agentic Era

New G300-powered Cisco N9000 and 8000 systems, advanced optics and management upgrades deliver hyperscale-level performance, reliability and efficiency for all AI network builders.News Summary:As ...
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Super Bowl LXI logo rides the waves to create solid, ‘gritty’ look

For the 61st Super Bowl, the design uses a sunny orange to fill the Roman numerals while a teal and green wave icon sits inside, sweeping downward from the left before a quick trip back upward where ...

AI video startup Runway raises $315M at $5.3B valuation, eyes more capable world models

Startup Runway has raised a $315 million round at a $5.3 billion valuation, funds it will use to expand beyond AI video ...