Coherent

Global AI market growth and rising hardware costs

15 clusters · 144 sources · last updated 3 days ago

Latest: Omdia: TV chip costs rising to match panel prices

Analysts continue to project rapid expansion of the AI sector. Gartner’s forecasts for 2026 see end-user spending on AI models and platforms reaching approximately $64 billion, a 63% rise from 2025. This includes a 117%

US-China technology and trade restrictions

2 clusters · 5 sources · last updated 4 days ago

Latest: US AI chip restrictions tied to China rare-earth magnet trade

The United States is intensifying efforts to restrict China’s access to critical technologies necessary for artificial intelligence development. Initial reports indicate potential new controls on semiconductor equipment,

Lumentum Holdings market growth and AI hardware demand

4 clusters · 11 sources · last updated 5 days ago

Latest: Lumentum Holdings stock surges on AI data center demand

Lumentum Holdings has seen significant market interest driven by the demand for AI data center infrastructure. Following positive analyst coverage, the company’s stock rose over 11%, approaching $1,000. Analysts from Deu