Oracle Diversifies AI Chip Options on OCI with Cerebras, Google TPUs, Intel, and Nvidia
Oracle plans to offer Cerebras fast inference and Google’s TPUs on OCI in 2027, alongside expanded Intel Xeon and Nvidia Vera Rubin capacity.
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Amkor and NVIDIA Commit $3 Billion to Expand AI Packaging Capacity in South Korea and Arizona
Amkor targets over 300% more advanced packaging capacity by 2028 under expanded NVIDIA partnership for next-generation AI platforms.
Super Micro Lifts Q1 Revenue Outlook to $18.5–$19.5 Billion on Strong AI Server Demand
Super Micro expects Q1 revenue of $18.5-19.5B, well above guidance, on strong AI server demand. Gross margins also improve to 12-12.5%.
Debt Pressures CoreWeave as Huang and Bank of America Stay Optimistic
Credit markets pressure CoreWeave on financing risks. Nvidia’s Huang rejects a rescue while Bank of America raises revenue forecasts.
Apple Hits $5 Trillion as AI Stocks Slide on Anthropic Slowdown and Inflation
Apple’s first close above $5 trillion came as AI stocks sold off on Anthropic’s weaker sequential growth and a hotter-than-expected CPI.
Navitas and NVIDIA Collaborate on Single-Stage 800V-to-12V Power Board for AI Data Centers
Navitas collaborates with NVIDIA on a 24 kW board that converts 800V directly to 12V in one stage, cutting losses and space for AI data centers.