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MEMORY CHIPS FOR AI DATA CENTERS
Wall Street Week Ahead: Investors see Micron earnings as pulse check of AI rally momentumInvestors are keenly watching Micron Technology's upcoming earnings report for crucial insights into the ongoing AI-driven stock market ral...- Amazon in talks to sell custom AI chips in bid to cut Nvidia’s dominanceAmazon is planning to sell its custom artificial intelligence chips to other companies. This move aims to compete with Nvidia's strong hold...
- Space startups seek insurance for orbital AI data centersCompanies are exploring insurance for orbital AI data centers. This is a significant development for a new industry backed by Elon Musk's S...
- Redington shares rally 10% after Apple CEO Tim Cook says price hikes 'unavoidable' amid AI boomRedington shares surged over 10% after Apple CEO Tim Cook signalled potential price hikes due to rising memory and storage costs driven by ...
- Apple CEO Tim Cook says AI boom makes price increases 'unavoidable'Outgoing Apple CEO Tim Cook warned that demand for memory chips from the artificial intelligence boom will force the tech giant to increase...
- Nvidia supplier SK Hynix ships samples of next-generation chips to major customersThe next-generation 12-layer HBM4E chip reaches speeds of up to 16 gigabits per second per pin and offers over 20% better power efficienc...
- Apple to raise prices due to memory chip shortage, CEO Tim Cook says: ReportApple CEO Tim Cook announced plans to increase product prices due to soaring memory and storage chip costs, driven by AI demand. He stated ...
- US holds off blacklisting China's DeepSeek, more than 100 firms deemed security risks, sources sayDeepSeek, CXMT and other companies were approved by an interagency committee last year for addition to the Commerce Department's Entity Lis...
- U.S. held back blacklisting DeepSeek, over 100 Chinese firms despite security concerns, sources sayAmerica has delayed adding over 100 Chinese firms, including AI startup DeepSeek and chipmaker CXMT, to a trade blacklist. These companies ...
- Kazakhstan signs pacts with NVIDIA & Firebird to position country as AI regional hubKazakhstan is investing $10 billion in artificial intelligence infrastructure. Agreements with Firebird and NVIDIA will build advanced data...
- AI Memory Battle: Micron vs SanDisk - Who wins the AI race?AI-driven demand for advanced memory and storage is boosting semiconductor companies. Micron leads with strong exposure to high-bandwidth m...
- Qualcomm in talks to buy Tenstorrent: ReportThe talks were ongoing and the price could change, or the discussions could fall apart, according to the report. It was not clear if the pr...
- 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...
- 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.
- 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...
- China prepares $295 billion plan to fund nationwide AI buildout: ReportNational Development and Reform Commission is among key government agencies drafting a blueprint to build a network of inter-connected co...
- 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...
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