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NVIDIA SUPPLIERS
Taiwan's Wistron raises $1.5 billion in global share sale to fund raw material purchasesNvidia supplier Wistron is raising $1.47 billion through a global share sale as surging AI spending drives demand for servers and component...- Foxconn says third quarter to outperform market expectations on AI strengthFoxconn, Nvidia's biggest server maker and a major Apple supplier, has been a big beneficiary of the trend towards AI, reporting last mon...
- Taiwan flexes chip diplomacy muscles as it faces pressure to share AI wealth with alliesHome to companies like TSMC whose chips power AI applications, diplomatically isolated Taiwan has long sought to leverage its tech prowess ...
- Broadcom raises AI chip forecast as Big Tech keeps writing bigger checksThey have gained about 6% this year, significantly underperforming rivals and the broader semiconductor index, as AI spending concerns an...
- Global Market: Data centre boom fuels demand for power, cooling equipment suppliersThe global AI data centre boom is creating fresh opportunities for power and cooling equipment suppliers as developers race to overcome inf...
- Not just Nvidia: These power and cooling firms are riding the trillion-dollar data centre boomGlobal data centre construction is accelerating to meet AI demand, and power and cooling equipment suppliers are seeing significant order i...
- Not just Nvidia: these power and cooling firms are riding the trillion-dollar data centre boomMcKinsey forecasts nearly $7 trillion in data-centre investment globally by 2030; Nvidia last week said it expects AI spending to remain ro...
- These large-, mid- and small-cap stocks can give more than 20% return in 1 year, according to analystsEven if the ongoing conflict in the Gulf settles anytime soon (and we certainly hope it does), don’t be surprised if the Nifty and Sensex r...
- SK Hynix holds groundbreaking ceremony for $4 billion Indiana AI chip packaging facilityThe facility, at the Purdue Research Park in West Lafayette, is scheduled to begin cleanroom operations in the second half of 2028, accordi...
- US Stock Market: Nvidia earnings to test AI boom as markets brace for sharp moveNvidia options are pricing in a 5.4% post-earnings move, implying a potential $280 billion swing in market value after its Q2 results. The ...
- Samsung, SK Hynix stand to benefit as Nvidia AI server costs surgeServer manufacturers notified major data center customers, including Microsoft, Google, and Oracle, that prices for Nvidia-based AI systems...
- Brazil launches AI supercomputer push, splits projects between Chinese, US firmsJust over half the total, 1.3 billion reais, will fund a supercomputing infrastructure project in Rio de Janeiro developed in partnership w...
- DeepSeek releases official V4 Pro model as it steps up expansionDeepSeek said the V4-Pro-0813 greatly enhances agent capabilities and is available through the API, APP and Web channels. The company also ...
- Global Market: Japanese stocks rise as chip rally lifts Topix to record highJapanese equities gained on Thursday, with the Topix hitting a record high and extending its seven-session winning streak. The Nikkei rose ...
- AI’s volatile power demand is damaging its own data centersAI data centres’ volatile power demand is damaging batteries, turbines and other equipment, raising downtime costs, delaying projects and c...
- Japan's Nikkei rises 2% as AI stocks rally, Middle East worries cap gainsJapan’s Nikkei index recorded an upward trend thanks to strong performances in AI and semiconductor stocks. Companies like Advantest and To...
- Why AMD's solid quarterly earnings failed to impress investorsAMD beat earnings estimates and issued strong guidance, but its shares fell as investors sought bigger AI gains, higher margins and stronge...
- Foxconn's monthly revenue hits record in July on AI demandNvidia and Apple supplier Foxconn's monthly revenue hit a record in July, surpassing T$900 billion ($27.93 billion) for the first time ...
- The AI competition paradoxChina's open-source AI models are challenging US dominance, driving intense competition. Chinese firms are gaining market share through low...
- Anthropic inks $10 billion computing deal with new cloud startup Volta InfraAnthropic has secured ten billion dollars in computing capacity from Volta Infra Holdings. This deal aims to meet the growing demand for An...
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