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Tag: demand

Microsoft demand backlog doubles to 5 billion thanks to OpenAI, but hefty spending and slower revenue growth spook investors | Fortune
Microsoft

Microsoft demand backlog doubles to $625 billion thanks to OpenAI, but hefty spending and slower revenue growth spook investors | Fortune

vm_adminJanuary 29, 2026

By Amanda Gerut Publication Date: 2026-01-29 01:19:00 It was an earnings report that contained some stunning numbers: Microsoft reported crossing…

IBM beats fourth-quarter revenue estimates as AI clamor boosts software demand
IBM

IBM beats fourth-quarter revenue estimates as AI clamor boosts software demand

vm_adminJanuary 29, 2026

By Reuters Publication Date: 2026-01-28 21:12:00 Jan 28 (Reuters) – IBM beat Wall Street estimates for fourth-quarter revenue and profit…

Broadcom Shares Rally on AI Demand and Government Contract
Broadcom

Broadcom Shares Rally on AI Demand and Government Contract

vm_adminJanuary 23, 2026

By Redaktion ad-hoc-news.de Publication Date: 2026-01-23 11:11:00 Broadcom’s stock gained approximately 1.8% in pre-market trading on Friday, signaling a potential…

Key facts: Broadcom faces stock decline; semiconductor demand rises
Broadcom

Key facts: Broadcom faces stock decline; semiconductor demand rises

vm_adminJanuary 22, 2026

By TradingView Publication Date: 2026-01-21 20:03:00 Key facts: Broadcom faces stock decline; semiconductor demand rises — TradingView News Broadcom is…

NVIDIA reportedly pauses RTX 50 series production to prioritize AI demand
Nvidia

NVIDIA reportedly pauses RTX 50 series production to prioritize AI demand

vm_adminJanuary 22, 2026

By Suraj Bhowal Publication Date: 2026-01-22 07:30:00 A new leak from Moore’s Law Is Dead (MLID) suggests NVIDIA is pausing…

Broadcom CEO told TD Cowen analysts there’s insatiable demand for its chips
Broadcom

Broadcom CEO told TD Cowen analysts there’s insatiable demand for its chips

vm_adminJanuary 21, 2026

By Pia Singh Publication Date: 2026-01-21 16:42:00 Artificial intelligence is continuing to boost demand for Broadcom’s chips, TD Cowen analysts…

Google Sees Surge in Developer Demand for Gemini
Google

Google Sees Surge in Developer Demand for Gemini

vm_adminJanuary 19, 2026

By Nick Wingfield Publication Date: 2026-01-19 21:03:00 Google’s Gemini saw a doubling in developer demand during a five month period…

Microsoft: AI Demand Is Real, And The Numbers Back It Up
Microsoft

Microsoft: AI Demand Is Real, And The Numbers Back It Up

vm_adminJanuary 19, 2026

By Constantine Theophylactou Publication Date: 2026-01-18 11:31:00 Microsoft’s revenue grew 15% YoY, with Q4 2025 growth at 18% and commercial…

TSMC warns Nvidia and Broadcom of capacity squeeze as AI chip demand surges
Broadcom

TSMC warns Nvidia and Broadcom of capacity squeeze as AI chip demand surges

vm_adminJanuary 19, 2026

By Dev Kundaliya Publication Date: 2026-01-19 00:00:00 Intel re-emerges as alternative supplier Taiwan Semiconductor Manufacturing Company (TSMC), the world’s largest…

High Demand, Low Memory Stock Strain Inventory of Some Nvidia RTX 50 GPUs
Nvidia

High Demand, Low Memory Stock Strain Inventory of Some Nvidia RTX 50 GPUs

vm_adminJanuary 16, 2026

By Josh Gulick Publication Date: 2026-01-16 20:00:00 Stop us if you’ve heard this story before: The AI boom is driving…

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