Arsheeya Bajwa

Intel CEO Lip-Bu Tan is now starting to recognize its 18A manufacturing technology as a potential offering for ​external clients after relegating it largely to internal use last year, ‌Chief Financial Officer David Zinsner said on Wednesday during a tech conference in San Francisco.

Chipmaker Nvidia posted better-than-expected results for the January quarter and forecast current-quarter revenue above market estimates, betting on Big Tech's unabated spending on its artificial-intelligence processors.

As Nvidia heads into quarterly earnings on Wednesday, AI investors are seeking evidence that the chipmaker's profits are growing apace on the back of a $630 billion capital spending budget from Big Tech. But signs of risk to Nvidia's long-held dominance are also emerging from hyperscalers' plans to design their own cheaper AI chips.

Applied Materials forecast second-quarter revenue and profit above market estimates on Thursday, betting on a boom in demand for AI processors and a worldwide memory shortage to help drive sales of its chipmaking equipment.

Motorola Solutions forecast annual sales and profit above Wall Street estimates on Wednesday, betting on its public safety technology business to benefit from sustained government spending.

Cloudflare forecast annual and first-quarter sales above Wall Street estimates on Tuesday, betting on the rapid development of artificial intelligence technology to drive demand for its cloud services.

The U.S. labor board is abandoning a years-long legal battle against Elon Musk's SpaceX and signaling it will steer clear of future cases against the company, Bloomberg News reported on Monday, citing a letter from the board.

Apple is preparing to allow voice-controlled artificial intelligence apps from other companies in CarPlay, Bloomberg News reported on Friday, citing people familiar with the matter.

Memory shortages will constrain sales of cell phones for some time, hurting demand for chip industry companies like supplier Qualcomm and chip architecture designer Arm Holdings , executives and analysts said on Wednesday as both companies reported results that disappointed investors.

Chip supplier Qualcomm forecast second-quarter revenue and profit below Wall Street estimates on Wednesday, expecting a global memory supply shortage to hit mobile phone sales.