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TSMC delivered record quarterly results with net profit surging 77% year-over-year, driven by booming AI chip demand. Management raised full-year growth guidance above 40%, prompting institutional he…
China may restrict TSMC from making Huawei/Alibaba/ByteDance-designed chips, but TSMC's tech lead, record profits, and pricing power keep its bull case intact despite geopolitical risk.
Nvidia CEO Jensen Huang confirmed that the company has secured sufficient supply chain capacity to meet the surging demand for AI infrastructure, effectively addressing investor concerns regarding pr…
Middle East tensions disrupt cloud infrastructure, threatening AI investments by Amazon, Microsoft, and Nvidia. Physical attacks on data centers and security risks raise operational concerns, potenti…
Meta Platforms and Nvidia have formed a multi-year strategic partnership to enhance AI infrastructure, with Nvidia supplying advanced AI chips and networking technology for Meta's data centers, boost…
Nvidia shares surged nearly 8% after Samsung neared approval for its AI memory chip shipments and China’s import approval of Nvidia's H200 chip appears close amid geopolitical uncertainty.
Qatar is investing heavily in AI infrastructure to catch up with Saudi Arabia and UAE, leveraging its cheap energy and sovereign wealth. However, regulatory challenges and US export controls on advan…
Oracle's Q2 revenue and operating income slightly missed expectations amid heavy debt from AI data center investments. Despite pressure, the company secured massive cloud contracts, including deals w…
Nvidia is supplying over 260,000 Blackwell AI chips to South Korea and partnering with Samsung on advanced memory chips, enhancing AI infrastructure despite US export limits to China.
Samsung's record-high chip profits and expanded supply of advanced HBM3E chips to Nvidia signal strong AI-driven demand, boosting Nvidia's outlook with expectations of growth into next year.
Samsung projects strong Q3 profit growth driven by conventional memory chips despite slower HBM sales to Nvidia. AI chip demand and rising prices boost the sector, though geopolitical risks and tarif…
Microsoft struck a major neocloud deal with Nebius to rent 100,000+ Nvidia GB300 chips as part of multi‑billion dollar agreements, easing data center strain and boosting AI capacity versus rivals.