Top 11 AI News and Ratings You Should Take a Look At

6. Rambus Inc. (NASDAQ:RMBS)

Number of Hedge Fund Holders: 34

Rambus Inc. (NASDAQ:RMBS) provides semiconductor products, memory interface chips, and security solutions for data centers, automotive, and government applications.

On February 3, Rambus reported Q4 GAAP EPS of 0.58 and revenue of $161.1 million, up 32% year-over-year. The company reported cash, cash equivalents, and marketable securities of $481.8 million as of December 31, 2024. The management said that in 2025 and beyond, the expansion of AI will drive advancements in hardware, increasing demands for power, performance, and security across various markets. To meet these evolving needs, the company has strengthened its market position, accelerated product development, and expanded its addressable markets, laying the groundwork for future growth.

Additionally, Rambus’ (NASDAQ:RMBS) silicon IP portfolio includes high-performance interface and certified security solutions designed to meet the needs of emerging applications. The company said that AI continues to drive strong growth in Silicon IP, contributing to a solid Q4 and supporting long-term expansion. Demand for customized AI solutions is benefiting high-performance IP, with Tier 1 custom silicon providers and startups showing interest. Some significant offerings like HBM4 and GDDR7 memory controllers, along with security IP, are essential for AI accelerators, graphics, and high-performance computing applications.