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Tower Semi forecasts stronger quarterly revenue as it locks 1.3 billion in AI chip deals

Tower Semi forecasts stronger quarterly revenue as it locks 1.3 billion in AI chip deals

Tower Semiconductor expects to beat its second-quarter revenue target and says it has won $1.3 billion in AI chip deals for 2027. The contracts target specialized processors for AI data centers, reflecting rising demand. Looking ahead to 2028, the company remains confident about hitting ambitious revenue and net profit goals as its technology ramps.

Summarised by Beize from a story on The Economic Times on 13 May 2026
Arm forecasts higher revenue as AI data center demand surges amid new chip supply worries

Arm forecasts higher revenue as AI data center demand surges amid new chip supply worries

Arm Holdings expects higher first-quarter revenue thanks to strong demand for its AI chip technology, driven by rapid growth in data centers. Yet analysts are concerned because Arm hasn’t secured enough supply for its upcoming chip. Even so, Arm’s architectures power most smartphones worldwide, and its data center segment could become a major engine for future growth.

Summarised by Beize from a story on The Economic Times on 7 May 2026

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AMD stock surges after earnings forecast lifts second quarter revenue above Wall Street expectations

AMD stock surges after earnings forecast lifts second quarter revenue above Wall Street expectations

Advanced Micro Devices shares jumped after the company’s earnings call forecast second-quarter revenue above Wall Street expectations. The upbeat guidance signaled stronger demand and confidence in upcoming performance, driving investors to reprice the stock quickly. The move underscores how sensitive markets remain to forward-looking revenue targets, not just past results.

Summarised by Beize from a story on The Economic Times on 6 May 2026
Mahindra AI plan targets Rs 4100 crore revenue by FY27

Mahindra AI plan targets Rs 4100 crore revenue by FY27

Mahindra Group is rolling out AI across its business to lift profits and reshape operations. The automaker expects AI to generate over Rs 4,100 crore revenue in its automotive segment by FY27, alongside a 2–3 percentage point boost in customer satisfaction. Mahindra Finance plans to disburse Rs 10,000 crore using AI-driven customer acquisition, with AI also assisting loan collections.

Summarised by Beize from a story on The Economic Times on 5 May 2026
Palantir boosts annual revenue forecast as US government demand surges

Palantir boosts annual revenue forecast as US government demand surges

Palantir Technologies has raised its annual revenue outlook after posting results that beat quarterly expectations. The company attributes the strength to rising demand for its data analytics platforms, driven by both US government buyers and commercial customers. With guidance climbing and performance outpacing estimates, investors will be watching whether the momentum extends beyond current contracts.

Summarised by Beize from a story on The Economic Times on 5 May 2026
Cadence raises revenue outlook as AI chip design boom keeps accelerating earnings

Cadence raises revenue outlook as AI chip design boom keeps accelerating earnings

Cadence Design Systems lifted its annual revenue forecast, projecting stronger earnings for fiscal 2026. The company attributes the momentum to rising investment in specialized AI processors, which are pushing demand for its chip design tools. As system-on-chip and AI accelerator projects grow more complex, Cadence says more teams are relying on its platforms to build and verify advanced hardware.

Summarised by Beize from a story on The Economic Times on 28 Apr 2026

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Digital Realty lifts forecasts as AI demand supercharges data center services and core FFO

Digital Realty lifts forecasts as AI demand supercharges data center services and core FFO

Digital Realty Trust raised its annual core funds from operations and revenue forecasts, citing sustained strength in demand for data center services. The company linked the momentum to the accelerating AI boom, which is increasing requirements for computing power and capacity. The update suggests operators are adjusting plans as hyperscaler and enterprise demand stays firm.

Summarised by Beize from a story on The Economic Times on 24 Apr 2026
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