Wealth Engine
Semiconductors
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Synopsys OpenAI Deal: $1B AWS Pact, 15% FY27 Growth
Synopsys OpenAI deal plus a $1B+ AWS pact lifted FY2027 guidance to $11.15B, above the $10.81B consensus. Shares closed up 13% at $490.54 on…
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OpenAI Jalapeño Chip Beats Blackwell 1.9x Per Watt — Ships 2027
The OpenAI Jalapeño chip beat Nvidia Blackwell by up to 1.9x per watt in SemiAnalysis tests. Volume ships 2027. What it means for Nvidia…
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Nvidia AI Server Price Hike: 15% More, and Memory Is Why
Nvidia AI server price hike: over 15% on Grace Blackwell and Vera Rubin systems shipping early 2027. Memory is now 62% of the bill…
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Google Marvell Chip Deal: $12.2B Warrant, $120B Catch
The Google Marvell chip deal hands Google a $12.2 billion warrant on 58.97 million shares, but it only fully vests after $120 billion in…