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Bank of America Raises AI Data‑Center Forecast to $2.2 Trillion and Puts Server CPU TAM Above $210 Billion

Bank analysts say the rise of agentic AI is changing data‑center architecture so CPUs take a larger orchestration role for hyperscaler deployments.

Dan Ives Leaves Wedbush to Launch 'Modern Merchant Bank' Focused on AI

SK Hynix Hits Roughly $1 Trillion Market Value

Adobe Authorizes $25 Billion Buyback as It Ramps Up AI Tools and Partnerships

Intel in Advanced Talks With Google and Amazon on AI Chip Packaging

TSMC Tightens Foundry Grip as 2nm Enters Mass Production and AI Orders Power 2025 Surge

Palantir’s AI Surge Collides With Lofty Valuation as BofA Reaffirms Buy

TSMC August Sales Point to a Q3 Beat as AI Orders Accelerate