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Oracle Renews or Resells Four‑Year‑Old GPUs at Roughly 20% Premium

Tight NVIDIA GPU supply is boosting the value of existing AI compute, thus raising Oracle's revenue outlook.

SuperX Secures $38.8 Million Nvidia B300 Server Order From Woodman

CoreWeave Signs A100 Rental Into 2029, Forcing Rethink of GPU Depreciation

SpaceX Will Build Its AI Infrastructure Exclusively on Nvidia's Vera Rubin

Japan Awards Noetra Big-Machine AI Factory Built With Nvidia Vera Rubin Hardware

Taiwan Raids Supermicro Offices as Probe of Alleged Nvidia Chip Smuggling Expands

Nvidia Says U.S. National Security Comes First and Warns Smuggled Chips Won’t Work Without Support

Applied Materials Expands AI-Focused 3D Chip Toolset and Raises Outlook

Amazon Explores Selling Trainium AI Chips to Third-Party Data Centers

Nvidia’s Data‑Center Boom Fuels Massive Buyback as Supply Tightness and New Chips Loom

Anthropic Signs 12+ Preliminary U.S. Data‑Center Leases Totaling Over 1 GW

Micron Tops $1 Trillion as Analysts Raise Targets and Flag Risks

Sunny Optical Wins Major Share of Apple’s Planned Variable‑Aperture Lens Orders

Nvidia to Supply About 1 Million GPUs to AWS Through 2027

Meta Strikes Multi-Year, Multibillion-Dollar Deal to Rent Google TPUs

Meta Strikes Multiyear AMD Deal for Up to 6 GW of AI Compute

Meta Strikes Multi-Year 6 GW AI Compute Deal With AMD

Meta Strikes Up to $60 Billion AMD AI Chip Deal, Locking In 2026 Deliveries

AMD Strikes Multiyear Deal to Supply Meta Up to 6 GW of AI GPUs

Nvidia, SK Leaders Meet in Silicon Valley to Discuss HBM4 Supply and AI Cooperation