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NVIDIA invests $2.1B in IREN, securing 5GW of AI infrastructure

NVIDIA invests $2.1B in IREN, securing 5GW of AI infrastructure

NVIDIA is investing up to $2.1 billion in AI cloud and data center operator IREN. This partnership aims to deploy up to 5 gigawatts of AI infrastructure to...

Super Micro probed for smuggling Nvidia chips to China, Alibaba named

Super Micro probed for smuggling Nvidia chips to China, Alibaba named

U.S. prosecutors are investigating a scheme to smuggle Super Micro Computer servers to China. These servers contain advanced Nvidia AI chips that are subject...

Intel to manufacture Apple AI chips, sending Intel stock higher

Intel to manufacture Apple AI chips, sending Intel stock higher

Intel and Apple confirmed a strategic alliance to co-develop and manufacture next-generation AI processors. The agreement follows more than one year of...

Intel to manufacture Apple chips, sending shares up 15%

Intel to manufacture Apple chips, sending shares up 15%

Intel reached a preliminary agreement to manufacture chips for Apple. The deal supports Intel’s foundry ambitions and US efforts to increase domestic...

Akamai Surges 27% on $1.8B Anthropic Deal, Signaling AI Cloud Pivot

Akamai Surges 27% on $1.8B Anthropic Deal, Signaling AI Cloud Pivot

Akamai Technologies shares jumped 27% in a single day. The company disclosed a $1.8 billion cloud infrastructure deal. The contract spans a seven-year term....

Sony and TSMC launch AI sensor venture, eyeing automotive and robotics

Sony and TSMC launch AI sensor venture, eyeing automotive and robotics

Sony Semiconductor Solutions and Taiwan Semiconductor Manufacturing Co. (TSMC) signed a non-binding memorandum of understanding to establish a joint venture....

Sony and TSMC partner on sensors, targeting physical AI and robotics

Sony and TSMC partner on sensors, targeting physical AI and robotics

Taiwan Semiconductor Manufacturing Co. (TSMC) and Sony Semiconductor Solutions Corp. signed a non-binding memorandum of understanding to establish a joint...

TSMC and Sony form joint venture, targeting next-gen sensors for physical AI

TSMC and Sony form joint venture, targeting next-gen sensors for physical AI

Taiwan Semiconductor Manufacturing Co. (TSMC) and Sony Semiconductor Solutions signed a memorandum of understanding to create a joint venture. The partnership...

TSMC and Sony launch sensor venture for AI and autonomous driving

TSMC and Sony launch sensor venture for AI and autonomous driving

Taiwan Semiconductor Manufacturing Co. (TSMC) and Sony Semiconductor Solutions signed a non-binding memorandum of understanding to form a strategic joint...

SK Hynix receives direct funding offers, securing essential AI chip supply

Global technology giants are offering direct financial backing to SK Hynix to secure high-bandwidth memory (HBM) chip supplies. These proposals include funding...

🟢 VGT is trading 1.7% up today on robust corporate earnings and AI-driven semiconductor demand

VGT is trading 1.7% up today as the broader technology sector gains momentum from robust corporate earnings and AI developments. • The Nasdaq Composite rose...

SK Hynix receives rare funding offers from tech giants, securing HBM supply

Global technology companies are offering direct financial backing to SK Hynix to secure high-bandwidth memory (HBM) supplies. These proposals include funding...

SK Hynix draws direct investment offers, driven by AI chip scarcity

Global technology firms are offering to directly fund SK Hynix production lines and manufacturing equipment. Reuters reported these unprecedented proposals on...

SK Hynix receives Big Tech investment offers, driven by AI chip scarcity

SK Hynix receives Big Tech investment offers, driven by AI chip scarcity

Global technology firms are aggressively courting South Korea’s SK Hynix with offers to fund production lines and manufacturing equipment. A May 8 Reuters...

Taiwan Tech Giants Pledge $35B for US Expansion, Boosting Supply Resilience

Taiwan’s Ministry of Economic Affairs announced that 20 major technology firms will collectively invest $35 billion in the United States. This consortium...

SoftBank Taps Nvidia and Foxconn for AI Servers, Targeting Sovereign AI

SoftBank Corp is negotiating with Nvidia and Foxconn to launch a domestic artificial intelligence server business. Nikkei reports the plan involves forming a...

Arm Shares Sink 5%, Erasing $12 Billion on AI Chip Supply Shortages

Arm Shares Sink 5%, Erasing $12 Billion on AI Chip Supply Shortages

British chip designer Arm Holdings shares fell approximately 5% on Thursday. This decline erased more than $12 billion in market value. The sell-off occurred...

AMD predicts 1:1 CPU-to-GPU ratio, driven by Agentic AI demand

AMD predicts 1:1 CPU-to-GPU ratio, driven by Agentic AI demand

AMD reported record data center sales in its Q1 2026 earnings report. CEO Dr. Lisa Su predicts CPU deployments will reach a 1:1 ratio with GPUs. This shift...

Arm Holdings Tumbles, Supply Shortage Threatens $2 Billion AI Demand

Arm Holdings Tumbles, Supply Shortage Threatens $2 Billion AI Demand

Arm Holdings reported record fiscal fourth-quarter revenue of $1.49 billion, surpassing the $1.47 billion consensus estimate. Adjusted earnings reached $0.60...

SpaceX builds $55 billion Texas Terafab, securing AI chip supply

SpaceX builds $55 billion Texas Terafab, securing AI chip supply

SpaceX announced plans to construct a massive semiconductor manufacturing facility in Texas named Terafab. The project requires an initial investment of...