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FOUND: 2 - What They Never Told You

Micron joins rivals pitching AI deals as cure for memory's boom-bust cycle

Memory chip giants like Micron are forging long-term "take-or-pay" deals, securing billions from customers like Nvidia to ensure consistent revenue. This strategy aims to break decades-old boom-bust cycles by guaranteeing cash flow even if the AI boom falters. These agreements, backed by customer cash commitments, signal a shift from treating…

The Economic Times

Micron’s HBM Surge Could Redefine the AI Growth Story

Micron’s HBM Surge Could Redefine the AI Growth Story

Micron is better positioned than NVIDIA for the AI boom as each AI-capable GPU requires multiple stacks of its HBM memory units.

15x Profit Explosion: Micron's 346% Revenue Leap Silences AI Bubble Panic After Global Crash

15x Profit Explosion: Micron's 346% Revenue Leap Silences AI Bubble Panic After Global Crash

Micron Technology stunned markets with a 15-fold profit jump and a 346% revenue surge, sparking a sharp rebound in AI and chip stocks after a global sell-off.

International Business Times UK

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OpenAI just made its biggest move against Nvidia — and it could make ChatGPT cheaper to run

OpenAI has unveiled its first custom AI chip, designed to make ChatGPT faster, more efficient and less dependent on Nvidia hardware.

China’s Lineshine ‘came out of nowhere’ to grab title of most powerful computer in the known universe

"Intelligent splendor or brightness" uses Arm CPU only to unexpectedly surpass US rivals.

Qualcomm’s $4B AI Deal Takes Aim at NVIDIA’s Software Moat

Qualcomm is aggressively expanding its enterprise artificial intelligence footprint by acquiring Modular and securing major cloud infrastructure partnerships.

Micron overtakes Meta in market value amid relentless AI infrastructure demand

Micron Technology has surpassed Meta Platforms in market valuation for the first time, driven by a strong AI-fueled rally. The memory chip giant's robust fourth-quarter forecasts, including $22 billion in customer commitments for memory chip supplies, have reversed a recent downturn. This surge positions Micron at the forefront of the…

The Economic Times

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Introducing our AI in Focus 2026 series

Introducing our AI in Focus 2026 series

Want to know what's going on with AI in the creative industries? This series is for you.

SpaceX’s Move Into Neocloud Operations Is Raising Expectations for Its Valuation and Partners Like Nvidia and Intel.

SpaceX’s Move Into Neocloud Operations Is Raising Expectations for Its Valuation and Partners Like Nvidia and Intel.

SpaceX's expansion into neocloud compute operations alongside its Starlink satellite internet and rocket business pushes its market value above $2 trillion shortly after its record IPO.

Supermicro Stock Jumps on Wall Street Upgrade. The Real Test Is Still Ahead.

Supermicro Stock Jumps on Wall Street Upgrade. The Real Test Is Still Ahead.

SMCI stock surged after a bullish analyst upgrade, but investors are now focused on whether earnings can justify growing expectations around AI infrastructure demand.

4 Stocks Powering the AI Revolution Behind the Scenes

4 Stocks Powering the AI Revolution Behind the Scenes

AI needs more than chips, and these stocks are positioned to benefit.

Qualcomm plans China-specific data center chips — new Dragonfly lineup will include nerfed AI accelerators that comply with export thresholds

Qualcomm plans China-specific data center chips — new Dragonfly lineup will include nerfed AI accelerators that comply with export thresholds

Qualcomm has announced that it will bring all four of its Dragonfly data center product lines to China.

Tom’s Hardware

Apple raises prices of MacBooks, iPads as memory costs skyrocket

Apple raises prices of MacBooks, iPads as memory costs skyrocket

Apple has increased prices for its iPad and MacBook models due to escalating costs of memory and storage chips, a surge fueled by the AI industry's demand for data centers. While the iPhone remains unaffected, the Neo laptop's starting price has jumped to $699. This move highlights how even tech…

The Economic Times

Global chip stocks surge as blowout Micron results reignite AI rally

Global chip stocks surge as blowout Micron results reignite AI rally

Global chip stocks experienced a significant rally on Thursday, fueled by Micron Technology's stellar financial results and optimistic outlook. The company's strong performance and forecast for robust demand, particularly in AI-driven sectors, have boosted investor confidence. This surge has positively impacted major players across the US, Europe, and Asia, signaling…

The Economic Times

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Solving semiconductors’ energy paradox: four areas fabs can target

To solve its growing energy paradox, the semiconductor industry needs a holistic four-step process: measure, replace, reduce, and engage.

The Independent UK

Investing in AI: Another bubble or early days for world-changing technology?

There are plenty of ways to invest in AI - but question marks remain for some people over future earnings and growth

Micron posts record results as AI boom drives 15-fold jump in net profit

The US chipmaker Micron Technology has reported quarterly revenue and profit far above Wall Street's expectations, as insatiable demand for the memory chips that power AI transformed the firm's fortunes.

Bill Ackman, David Tepper, and other billionaire fund managers are quietly piling into Amazon

Even as Warren Buffett’s Berkshire Hathaway exited the stock, big institutions bought 253 million more shares of Amazon during the past 12 months.

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The Economic Times

Qualcomm forecasts $15 billion data center chip sales by 2029, shares soar

Qualcomm also said it expects $40 billion in revenue from chips outside its smartphone stronghold by 2029, up from ‌previous estimates of $22 billion, ⁠and ⁠with handsets only making up a third of its chip revenue by then.

One memory to rule them all? Key partner to Nvidia, ASML and TSMC brings next-gen RAM and NAND replacements even closer

IMEC has demonstrated two advances in ferroelectric memory research that could make next-generation memory possible.

Forget the waitlist: Build your own Steam Machine and come out ahead

A DIY Steam Machine may offer better bang for your buck.

NVDA Stock Alert: The Prices of Nvidia’s Chips Could Drop for Some Time Amid Intensifying Competition

Indicators show that the price of the tech giant's chips are sinking.

How a $4 Billion Acquisition Could Be Just What Qualcomm Stock Needs to Challenge Nvidia

Qualcomm confirmed its nearly $4 billion acquisition of Modular on Wednesday. Here’s why this transaction is largely positive for QCOM shares.

International Business Times

OpenAI Makes Custom AI Chip Debut With Jalapeño As Part of Broadcom Deal

OpenAI on Wednesday unveiled its first custom-designed artificial intelligence chip, marking a major milestone in the company's effort to gain greater control over the hardware powering ChatGPT and its growing portfolio of AI products.

Tom’s Hardware

Broadcom and OpenAI unveil custom-built Jalapeño inference processor — OpenAI's first chip is a massive reticle-sized ASIC built in an ultra-fast nine-month development cycle

Broadcom and OpenAI reveal their Jalapeño custom-built inference ASIC that allegedly beats existing leading-edge in terms of performance-per-watt.

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