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AI CHIP SUPPLY
Ashwini Vaishnaw expects more companies to start production of memory chips in IndiaStrong demand for memory (data storage) cards and advanced chips has tightened global supplies and supported higher prices in past quarters...- Nvidia begins Vera CPU sales pitch to Chinese clients, sources sayThe outreach underscores how the world's most valuable company is quickly pivoting to the new product to revive its rapidly declining fortu...
- KKR launches $10 billion AI infrastructure company with Nvidia, VistraThe Kuwait Investment Authority, AI chip giant Nvidia and utility firm Vistra are anchor investors in the company, called Helix Digital I...
- Global AI debt issuance to top $500 billion in 2026: Morgan StanleyTech companies that have long relied on strong cash flows are increasingly turning to debt financing as investment needs surge. Morgan Stan...
- AI demand to keep memory tight through 2027, chipflation to squeeze consumer hardware and cloud costsMemory storage is set to remain a structural bottleneck through 2027 as AI demand continues to absorb Dynamic Random-Access Memory (DRAM), ...
- Applied Materials can respond to rise in demand with eight quarters of lead time, CEO saysDickerson was speaking at a press conference before the opening of Applied Materials' new facility in Singapore.
- Samsung Electronics considers building chip packaging plant: ReportSamsung is expected to unveil the investment plan at a meeting between South Korean President Lee Jae Myung and the heads of the country's ...
- OpenAI weighs leasing Ohio data center with Nvidia backing: ReportOpenAI is in negotiations to lease a proposed 10-gigawatt data center campus on federal land in Ohio, in a deal that could include finan...
- Why did the Nasdaq 100 crash more than 550 points today? US stock market Dow Jones, S&P 500 and Nasdaq plunge into deep red as AI's biggest winners become the market's biggest losersUS stock market crash today: The Nasdaq just delivered a sharp reality check to Wall Street. On June 9, 2026, the tech-heavy Nasdaq Composi...
- Apollo, Blackstone back Anthropic's $35 billion capacity expansion in new Broadcom tie-upApollo and Blackstone are investing $35 billion to boost Anthropic's AI computing power. This expansion will utilize Broadcom's custom chip...
- Samsung Electronics considers building chip packaging plantSamsung Electronics is exploring a significant investment in Gwangju, South Korea. The company is considering a new advanced semiconductor ...
- US stocks | Alphabet taps Intel to make three million in-house chips: ReportNvidia has not placed an order with Intel yet, but has been evaluating whether the company's technology can be used to make a processor tha...
- AI-driven data centre demand far outstrips supply despite record hyperscaler spending: JefferiesGlobal demand for data centres continues to significantly outpace available supply, creating a structural shortage that is expected to pers...
- Nvidia clinches deals with South Korean giants include SK Group to advance AI boomSpeaking to reporters in Seoul, Huang's remarks underscored Nvidia's continued cooperation with SK Hynix, a leading supplier of high-bandwi...
- AI mania reorders Asia's stock marketsWith AI investments taking center stage, South Korea and Taiwan's stock markets have outpaced India in terms of market capitalisation, larg...
- Marvell to join S&P 500 after AI boom helps chipmaker pass profitability testThe company will replace swimming pool equipment distributor PoolCorp on the benchmark index before the start of trading on June 22. Marvel...
- US Stocks: Broadcom set to shed $300 billion in value as AI results fail to impress; shares fall 14%The losses, if sustained, will erase more than $315 billion from the company's market value of about $2.268 trillion, in one of the biggest...
- Broadcom set to shed $300 billion in value as AI results fail to impressBroadcom shares dropped significantly after its AI chip business results missed high expectations. This decline affected other chip compani...
- Nvidia CEO says has capacity to supply robust CPU and GPU growthHuang was speaking at Nvidia's GTC press conference during Computex week in Taipei a day after the $5 trillion chip giant unveiled a new c...
- What are AI PCs that Nvidia's Jensen Huang is betting on?Nvidia is pushing AI PCs with a new chip for local processing. AI-optimized computers are boosting some companies' results. New AI PCs from...
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