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OpenAI and Oracle Scrap Abilene Stargate Expansion as Meta Weighs Lease After Nvidia Deposit

Prolonged financing talks signaled a pullback driven by OpenAI's shifting near-term needs.

U.S. Drafts Tiered AI Chip Export Rules Linking Mega Shipments to U.S. Investment

AMD Shares Jump on Meta’s 6GW AI Pact and New AI Chips, Ecosystem Investments

Intel Confirms AI Data-Center GPU Plan, Names Eric Demmers Chief Architect

Nvidia Overtakes Apple as TSMC’s Biggest Customer, Reshaping Chipmaking Priorities

Nvidia Seeks TSMC Ramp After Reported Flood of China Orders for H200 Chips

Micron Soars to Record as AI HBM Shortage Locks In Sales Through 2026

Nvidia’s Huang Confirms Rubin Tapeout at TSMC and Sets D.C. GTC for Six-GPU Reveal

SK Hynix Solidifies AI Memory Lead with Custom HBM4 and 30% Growth Forecast