Microsoft Launches New Maia 200 AI Chips, Easing Nvidia Reliance
Microsoft unveils its second-gen Maia 200 AI chips to power GPT-5.2 and Copilot, benefiting partners Marvell and Arista Networks.
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Nvidia Invests $2B in CoreWeave to Build Massive AI Data Centers by 2030
Nvidia purchases $2 billion CoreWeave stake at $87.20/share to build 5 gigawatts of AI factories by 2030, nearly doubling investment in AI infrastructure partner.
Samsung to Supply Nvidia with Next-Gen HBM4 Chips: What It Means for the Memory Market
Samsung Electronics will begin producing HBM4 memory chips for Nvidia next month, intensifying competition with Micron and SK Hynix in the booming AI chip market.
Intel's Supply Crunch Opens Door for AMD's Server CPU Dominance
Intel's 10-K filing reveals foundry struggles and server CPU challenges while AMD capitalizes on supply advantages through TSMC partnership, gaining significant data center market share.
China Greenlights Nvidia H200 AI Chip Orders as Tech Giants Prepare Major Purchases
Chinese regulators grant approval for Alibaba, Tencent, and ByteDance to order Nvidia H200 AI chips, potentially unlocking $30 billion in revenue amid US-China trade tensions.
Micron Warns of 'Unprecedented' Memory Chip Shortage Driven by AI Demand
Micron Technology reports an accelerating memory chip shortage through 2026 as AI infrastructure demand surges. The company invests $1.8B in Taiwan expansion while building $100B US production site.