Semiconductors

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Nvidia’s Public Equity Holdings Are Heavily Concentrated in SpaceX, CoreWeave and Intel

That concentration raises questions about Nvidia’s exposure to valuation and profit risk from SpaceX and CoreWeave.

AMD Agrees to Buy Taalas to Add Model‑Specific Inference Chips

U.S. Awards GlobalFoundries $300 Million to Advance Silicon Photonics for AI Data Centers

Intel Expands Google Cloud Partnership to Deploy Gemini Enterprise Companywide

AMD Buys MEXT to Use AI Software to Stretch Data-Center Memory

European Commission Proposes Technological Sovereignty Package

Gartner Sees Global IT Spending Reaching $6.31 Trillion in 2026 on AI Infrastructure Boom

Nvidia’s Jensen Huang Says China’s ‘Ghost Datacenters’ Could Match Anthropic’s Mythos

Trio-Tech Revises Cyberattack Disclosure After Leak From Singapore Subsidiary

Credo’s Blowout Quarter Puts Growth on Display as Reliance on Few Hyperscalers Looms

Loop Capital Initiates Astera Labs at Buy With $250 Target on AI Connectivity Thesis

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

Nvidia Reclaims Top Billing on Wall Street as Big Buyers and Backlogs Confront AI Spending Doubts

Memory Stocks Sink After Korea Selloff Tied to Iran Energy Fears

Netherlands Sends Delegation to Beijing as China Eases Some Nexperia Export Curbs

Huang Still Eyes China for Nvidia’s Blackwell Chips as Washington Signals No

Report Flags Inflated AI Power Forecasts as Utilities Push New Gas Buildout

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

Samsung Deploys New Tool to Enforce Five-Day In-Office Rule for US Chip Employees

U.S. to Revoke Waivers for Samsung and SK Hynix Chip Equipment Exports to China