Nvidia

Nokia claims to have launched the industry's first commercial AI radio access network (AI-RAN) platform, built with Nvidia's computing power, promising carriers significantly more uplink and downlink …

Samsung Electronics is reportedly in consideration to handle back-end design work for Google's next-generation 2nm Tensor Processing Unit, a potential deal that would reshape the semiconductor supply …

Nvidia is investing $1 billion in Nokia at $6.01 per share to co-develop AI-RAN technology, with commercial products expected in 2027 and field trials in 2026. The partnership, announced at GTC Washin…

Mizuho Financial Group is partnering with Nvidia to develop secure private AI environments, deepening its AI strategy as financial institutions race to deploy confidential computing infrastructure. Th…

Nvidia trades at roughly 28x forward earnings with analysts suggesting 30% upside to intrinsic value near $323 per share, while Cerebras Systems reported $510 million in 2025 revenue and a $24.6 billi…

Nvidia has resumed H200 chip shipments to China, a strategic pivot that could boost sales and reshape global chip dynamics. The move taps into high demand from China's AI research and consumer electro…

ASML raised its full-year 2026 revenue forecast to €36 billion-€40 billion, up from €34 billion-€39 billion, driven by surging demand from AI-focused clients. The Dutch chip-equipment maker reported Q…

South Korea's government has issued a tender for private companies to develop a universal AI chatbot and a government services agent, backed by up to 256 Nvidia B200 GPUs for successful bidders who ma…

ASML reported second-quarter sales of €9.33 billion, beating the €8.8 billion consensus, with net income of €2.92 billion, and raised its full-year guidance to €43-45 billion from €36-40 billion, deli…

A selloff in AI chip stocks erased over $1 trillion in combined market value in July 2026, with the Philadelphia Semiconductor Index dropping roughly 10%, as custom silicon from Amazon, OpenAI, and ot…

ASML Holding NV reported Q2 2026 revenue above Wall Street's consensus forecast of roughly $10.27 billion to $10.28 billion, driven by demand for AI-capable semiconductors, with earnings per share exp…

SK Hynix's American depositary receipts surged roughly 13% on their Nasdaq debut on July 10, 2026, raising $26.5 billion in the second-largest US share sale in history. The South Korean chipmaker, whi…

AI cloud provider CoreWeave is exploring financial derivatives, including put options, to hedge against a potential decline in memory and storage chip prices, according to a person familiar with the m…

Mitsubishi Corporation closed its largest acquisition ever, a $7.5 billion deal for Aethon Energy's Haynesville shale gas assets on July 15, betting that natural gas will power AI data centers. The Ja…

Wall Street insiders are selling AI stocks at the top while retail investors continue buying the dip, positioning for a semiconductor supply glut that will hit Main Street portfolios hardest, accordin…

Under Secretary Jeffrey Kessler told the House Foreign Affairs Committee that initial shipments of Nvidia's H200 AI chips to China have begun but described the volume as 'trivial' and 'very few'. Appr…

CoreWeave signed long-term cloud contracts with Microsoft and OpenAI through 2030 without hedging against memory chip prices, and DRAM prices have since tripled, squeezing margins to roughly 1% on nea…

Samsung Electronics is building a new DRAM factory at its Giheung campus in South Korea, the site where it developed the world's first 64Mb DRAM chip in 1992. The investment comes as the AI-driven mem…

TYLsemi, a San Jose startup, raised $43 million to let companies design custom AI chips using pre-built chiplets, cutting development costs and time to market by nearly half. The oversubscribed round …

SK Hynix CEO Kwak Noh-jung warned during the company's Nasdaq debut on July 10 that 2027 will be the worst memory supply year in history, with demand outpacing production past 2030, as the company con…