NVIDIA is a semiconductor company best known for its GPUs, which are the primary compute hardware for training and running AI models. Its H100 and A100 chips power the majority of AI data centers worldwide.
SK Hynix, a major supplier of memory chips to Nvidia, debuted on Wall Street with a $26.5 billion IPO, surpassing Alibaba's record as the largest foreign company listing. The South Korean chipmaker, w…
SK Hynix raised $26.5 billion in the largest foreign IPO in US history, with shares opening 14% above the offer price. The South Korean memory chip maker, a key supplier to Nvidia, plans to use the fu…
Japan-backed Rapidus aims to mass-produce 2 nm chips by 2027 at lower prices than TSMC, but TSMC's dominant market share, customer relationships, and manufacturing scale make it difficult for challeng…
Goldman Sachs raised AMD's price target to $640, citing surging demand for AI chips driven by agentic AI systems. AMD stock has gained over 100% year-to-date as analysts project sold-out capacity and …
The US Commerce Department reclassified the United Arab Emirates from export control groups D:3 and D:4 to Group A:5, allowing license-free access to advanced AI chips from Nvidia and AMD. The move, t…
The Trump administration authorized over $1 billion in Nvidia GPU shipments to UAE-based AI firm G42 after rescinding Biden-era chip export limits, while a UAE-linked entity invested $500 million in P…
SK Hynix's $27 billion Nasdaq IPO, which was 7x oversubscribed, triggered a risk-on wave that boosted cryptocurrency markets, with altcoins posting double-digit gains. Bitcoin rose 1.8% to near $64,00…
SK Group Chairman Chey Tae-won announced a strategic pivot to Memory-as-a-Service (MaaS), using CXL interconnect technology to sell pooled memory on demand rather than physical chips. The move aims to…
Morgan Stanley chief US equity strategist Mike Wilson warned that semiconductor stocks are overbought, with the Philadelphia Semiconductor Index up 96% year-to-date and trading 35% above its 50-day mo…
China imposed a temporary ban on helium exports on Friday, citing potential shortages from renewed U.S.-Iran conflict. The move aims to secure domestic supplies of the gas critical for chip manufactur…
French AI company Mistral released Robostral Navigate, a model that enables robots to follow plain-language instructions using a single RGB camera, achieving a 76.6% score on the R2R-CE benchmark. The…
French AI company Mistral has released Robostral Navigate, a new AI model that enables robots to navigate using only a single RGB camera and plain language instructions, achieving a 76.6% score on the…
Meta plans to begin production of its proprietary 'Iris' AI chip in September 2026 as part of a strategy to double computing power to 14 gigawatts by 2027 and deliver personal super intelligence to us…
SK Hynix's American Depositary Receipts are indicated to open at $180, a 21% premium above its $149 IPO price, in the largest foreign listing in US history. The South Korean chipmaker raised $26.5 bil…
The five largest US tech companies—Alphabet, Amazon, Meta, Microsoft, and Oracle—have doubled their combined debt to $350 billion over five years to fund AI data centers, with interest payments more t…
A record number of tech stock insiders are buying their own shares in 2026, with 28 executives at companies within the State Street Technology Select Sector SPDR ETF purchasing stock on the open marke…
Taiwan's King Yuan Electronics (KYEC) plans to invest up to $1.4 billion in a U.S. facility, driven by surging demand for Nvidia's AI chips. The move follows KYEC's exit from China due to U.S. sanctio…
Galaxy Digital CEO Mike Novogratz is converting a former Bitcoin mining campus in Texas into a $15 billion AI data center complex, signing a 15-year lease with CoreWeave for 800 MW of capacity. The pr…
SK Hynix, the South Korean memory chipmaker, began trading on the Nasdaq today in the largest-ever U.S. stock listing by a foreign company, offering American depositary shares to investors. The compan…
Gradium, a Paris-based voice AI startup backed by Nvidia, raised $100M to commercialize its audio-native language model that achieves sub-200ms latency, beating human conversation turn-taking baseline…