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Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giantsChristopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, bett...- Beyond Nvidia: Why AI giants like OpenAI, Google and Amazon are building custom chipsThe AI race is heating up as tech giants like OpenAI, Google, Amazon, and Microsoft design their own chips to optimize AI operations. This ...
- Ukraine plans domestic AI computing capacity with KyivstarUkraine is bolstering its domestic AI computing power through a partnership with Kyivstar, aiming to secure critical infrastructure amid th...
- Micron overtakes Meta in market value amid relentless AI infrastructure demandMicron Technology has surpassed Meta Platforms in market valuation for the first time, driven by a strong AI-fueled rally. The memory chip ...
- OpenAI spices things up with Jalapeno chips: Why the Sam Altman-led AI startup is building its own processorsOpenAI said it designed the chip from scratch in nine months. Broadcom handled silicon implementation, networking, and connectivity, while ...
- Apple raises prices of MacBooks, iPads as memory costs skyrocketApple has increased prices for its iPad and MacBook models due to escalating costs of memory and storage chips, a surge fueled by the AI in...
- Micron joins rivals pitching AI deals as cure for memory's boom-bust cycleMemory chip giants like Micron are forging long-term "take-or-pay" deals, securing billions from customers like Nvidia to ensure consistent...
- Global chip stocks surge as blowout Micron results reignite AI rallyGlobal chip stocks experienced a significant rally on Thursday, fueled by Micron Technology's stellar financial results and optimistic outl...
- Qualcomm forecasts $15 billion data center chip sales by 2029, shares soarQualcomm also said it expects $40 billion in revenue from chips outside its smartphone stronghold by 2029, up from previous estimates of $2...
- OpenAI unveils custom chip it designed with Broadcom to boost its AI infrastructureOpenAI has unveiled its first custom AI chip, Jalapeno, developed with Broadcom to boost its infrastructure. This move aims to overcome com...
- Qualcomm to buy AI startup Modular for $4 billion in AI software pushQualcomm is acquiring AI startup Modular for nearly $4 billion in an all-stock deal. This move aims to enhance Qualcomm's software capabili...
- South Korea's SK Hynix says to raise $29 billion in ADR listingSouth Korea's SK Hynix is planning a record-breaking secondary listing on the U.S. stock market, aiming to raise up to $29.4 billion. This ...
- How SK Hynix's bet on a niche memory chip made it more valuable than SamsungSK Hynix has risen to claim the title of South Korea's most valuable company, a testament to its visionary 14-year investment in high-bandw...
- Oil, AI and chips: The new resource race redrawing markets and nationsThe leap to a $5 trillion valuation for Nvidia underscores a dramatic paradigm shift: semiconductors have become the driving force of globa...
- Global Market: How SK Hynix's AI bet helped it eclipse Samsung in market valueSK Hynix’s rise to South Korea’s most valuable listed company reflects a long-term bet on HBM chips that became central to the AI boom. Bac...
- Samsung's HBM4 sales cross $1 billion within four monthsSamsung Electronics Co. recorded more than $1 billion in sales for its sixth-generation high bandwidth memory (HBM) chips, known as HBM4, j...
- Software-hardware loop fuelling all new AI super cycleWhile energy and cooling challenges persist, a lot more hardware requirements are expected to emerge, Synopsys CIO Sriram Sitaraman told ET...
- Yotta ramps up AI push with additional $6 billion investmentYotta Data Services is injecting a massive $6 billion into expanding its AI infrastructure, significantly boosting its Nvidia GPU deploymen...
- Nvidia to raise $25 billion in first corporate bond sale in five yearsNvidia is set to raise a massive $20 billion through a bond issuance. This move signals the company's significant investment in artificial ...
- US stocks: Nvidia’s jumbo bond sale draws $85 billion of investor demandNvidia has secured approximately $85 billion in orders for its substantial debt offering, seeking to raise at least $20 billion. This immen...
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