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Palantir and Nvidia are deploying a new AI-driven supply chain management system combining Nvidia Nemotron open models with Palantir Foundry and AIP. Nvidia will be the first deployment site to strea…
Nvidia is deploying Palantir's AIP and Foundry platforms alongside its Nemotron models to optimize its complex Vera Rubin supply chain. The two companies will also commercialize the joint AI solution…
Palantir and Nvidia announced a collaboration to bring sovereign AI to critical supply chains, starting with Nvidia's own operations. The joint AI stack integrates Nvidia's Nemotron open models into …
Palantir and NVIDIA partnered to integrate NVIDIA Nemotron open models into Palantir Foundry and AIP. The AI stack will initially optimize NVIDIA's internal supply chain operations and materials allo…
AI growth faces mounting physical constraints, power bottlenecks, and unclear ROI. Nvidia faces rising financial risk as it backs customer data center leases, commits billions to related ventures, an…
Apple beat Q3 estimates but guided soft on margins and revenue growth, citing memory costs and chip shortages, sending shares down 7-8%. Nvidia also slid amid financing risk concerns despite dominant…
Austrian chip substrate manufacturer AT&S has surged 459% in 2026, driving the Austrian ATX index to become Europe's top performer. The company secured major deals with AMD and Intel, highlighting th…
NVIDIA unveiled its next-gen 'Vera Rubin' platform, delivering 7 exaflops of AI performance. While NVIDIA shares remained flat, the announcement triggered a major rotation into hardware partners like…
Amazon has entered a multi-billion dollar partnership with Corning to expand domestic fiber optic manufacturing. This strategic move aims to secure critical physical infrastructure for Amazon's growi…
Amazon has secured a multibillion-dollar deal with Corning to supply fiber-optic infrastructure for its expanding data centers. This strategic investment bolsters Amazon's cloud capacity and reinforc…
Marvell shares soared following executive comments at the Evercore TMT conference highlighting explosive growth in their data-center interconnect business. Strong demand for optical components and a …
Micron’s pivot to high-bandwidth memory, fueled by deep integration with Nvidia’s AI roadmap, has transformed its growth trajectory. By shifting from commodity hardware to specialized AI chips, Micro…
Nvidia’s strategic collaboration with Micron on high-bandwidth memory (HBM) has secured a critical AI supply chain bottleneck. By co-designing specialized memory for platforms like Vera Rubin, Nvidia…
The S&P 500 shows resilience following strong ISM manufacturing data, despite broader geopolitical uncertainty and profit-taking in Asian markets. Investor focus remains on the AI supply chain, buoye…
The S&P 500 faces downward pressure in futures trading due to Middle East geopolitical uncertainty. While manufacturing data remains strong, market sentiment is dampened by conflicting reports on reg…
Nvidia CEO Jensen Huang's upcoming meetings with South Korean tech leaders and Samsung's recent breakthroughs in high-bandwidth memory (HBM) chip distribution are fueling significant optimism for the…
Microsoft seeks a court order to block the Pentagon's AI supply-chain risk designation on Anthropic, aiming to avoid disruptions to US military AI operations and maintain existing contracts.
Nvidia's CEO highlighted soaring AI-driven memory chip demand, boosting Nvidia stock amid a global chip shortage that inflates consumer device costs and pressures competitors like Micron and Sandisk.
Coherent's partnerships with NVIDIA and Apple drive strong growth in photonics, boosting AI datacenter demand and Face ID tech, lifting earnings outlooks and stock performance.
Palantir launched Chain Reaction to enhance US AI infrastructure by connecting energy producers and data centers. NVIDIA partners to integrate AI tools, easing AI factory builds amid rising energy de…