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Nvidia is partnering with South Korean tech giants SK Telecom, SK Hynix, and Naver to build gigawatt-scale AI infrastructure in Asia. Additionally, the South Korean government plans to purchase 260,0…
Broadcom reported exceptional Q1 FY2026 results with semiconductor revenues up 52% YoY, driven by AI infrastructure demand. AI revenues more than doubled, with custom XPU accelerators surging 140%. Q…
IREN pivoted from Bitcoin mining to AI infrastructure, securing a $5.5 billion partnership with NVIDIA. The company leverages owned power capacity and data centers to serve hyperscalers with GPU clus…
Nvidia's CEO Jensen Huang is expected to deliver a positive outlook on AI demand, supply chains, and upcoming chip shipments at the 2026 GTC conference, boosting investor confidence ahead of the keyn…
OpenAI expanded cloud deals, adding $6.5B with CoreWeave and pushing Stargate toward 10GW; Nvidia pledged up to $100B investment and chip supply, deepening ties and boosting long-term chip demand.
Nvidia will invest up to $5 billion in Intel to co-develop chips, aligning with U.S. government efforts to boost domestic chipmaking; analysts call it strategic diversification that improves politica…
Nebius will supply Microsoft with GPU infrastructure capacity under a $17.4 billion, five-year deal; Nebius also launched $3 billion in stock and convertible bond offerings to fund growth.