Market context
Follow the story. See which markets it affects. Explore the context.
Hewlett Packard Enterprise raised its revenue and EPS guidance after strong AI server and networking demand, despite shares falling over 5% on high expectations. The company secured a $3.5 billion cl…
Alphabet is reportedly negotiating with Samsung to manufacture a memory component for its upcoming TPU AI chip, 'Icefish'. TSMC will remain the primary manufacturer. The move highlights tight AI chip…
Nvidia secured a multi-year AWS supply deal and launched a new CPU for AI; despite beating earnings, analyst caution on hyperscaler AI spending may cause NVDA shares to remain volatile.
Nvidia shares surged as Samsung nears mass production of HBM4 chips to support Nvidia’s Vera Rubin AI accelerators, amid strong AI-driven demand boosting semiconductor prices and leading hyperscaler …
Amazon and Microsoft support legislation prioritizing domestic AI chip access, aiming to limit high-end chip exports to China and benefit U.S. tech firms, despite chipmakers’ concerns over innovation…
Microsoft will deliver 60,000 advanced Nvidia AI chips to UAE under U.S. export licenses, bolstering cloud and AI infrastructure as part of a $15.2 billion regional investment.