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NVIDIA Launches DSX Ready as LG Units Qualify for AI Data Center Power and Cooling

The program ties NVIDIA’s AI-factory reference designs to tested power and cooling products to reduce integration risk for high-density AI sites.

Qualcomm and AWS Announce Deal Allowing Amazon to Buy Up to $60 Billion in AI Chips

Investors Reprice Seagate and Western Digital on AI Data-Center Demand

Aehr Test Systems Soars After Q4 Beat and $130–$150M FY2027 Guidance

Arista Seen as AI Networking Leader After Guidance Raises and Analyst Reassessments

Flex to Spin Off Cloud and Power Infrastructure Unit Into Separate Public Company

Navitas’ 110% Rally Puts a 74x Sales Valuation Under the Microscope

Rambus Sinks After In‑Line Q1 as Wide Q2 Outlook Disappoints

ASML Slides Over Past Month as TD Cowen Reaffirms Buy Rating and €1,500 Target

Micron Begins Large-Scale HBM4 Shipments Ahead of Plan, Lifting Shares

ASML Confirms AI-Fueled Upswing With Record Orders and Higher 2026 Outlook

SK Hynix Completes HBM4 Development, Readies First Mass-Production System