Memory Chip Giants Raise HBM3E Prices Despite Next-Gen Launch
Samsung, SK Hynix, and Micron raise HBM3E memory chip prices by 20% as demand surges from AI chipmakers, defying typical pre-launch price drops.
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OpenAI and Amazon in Talks for $10 Billion AI Chip Deal
OpenAI is negotiating a $10 billion investment from Amazon to adopt Trainium chips, potentially valuing the AI company above $500 billion in a deal reshaping the AI hardware landscape.
Amazon Expands Same-Day Grocery Delivery to 2,300+ U.S. Cities
Amazon's Same-Day Delivery service now offers fresh groceries in over 2,300 U.S. cities, challenging Instacart and Walmart+ with fast, temperature-controlled delivery for Prime members.
Marvell CEO Denies Losing Amazon and Microsoft Deals, Says Data Center Business Is 'Rock Solid'
Marvell Technology CEO Matt Murphy denies reports of losing business with Amazon and Microsoft, stressing the company's "rock solid" data center relationships and calling the stock drop a buying opportunity.
Instacart Gains Edge with New ChatGPT Grocery Checkout
Instacart becomes the first grocery platform to offer instant checkout inside ChatGPT, giving it a competitive edge and opening new growth opportunities as AI-powered “agentic commerce” expands.
Marvell Stock Drops as Microsoft–Broadcom Talks and Amazon Chip Loss Raise Concerns
Marvell Technology shares fell after reports of Microsoft exploring Broadcom for custom chips and a downgrade citing likely loss of Amazon’s future Trainium designs.