Semiconductors
Nvidia’s Two-Front Strategy: Nuclear Energy and a $30 Billion Data Bet
Nvidia is widening its footprint beyond the chip business, striking a nuclear energy partnership while pouring capital into a data...
Infineon’s 25-Year High: AI Pricing Power and Sector Tailwinds Converge
A quarter-century milestone fell on Thursday as Infineon shares breached the €50 threshold, surging more than 7% to hit a...
Micron’s Two-Pronged Strategy: Lobbying Washington While Riding the AI Wave
The memory chip maker is executing on dual fronts with remarkable precision. Micron Technology's stock has surged to an all-time...
Metaplanet Deepens Japan Crypto Roots With JPYC Stake as Bitcoin Stack Hits 40,000
Metaplanet is no longer content to simply hoard Bitcoin on its balance sheet. The Tokyo-listed company, which has built a...
Broadcom Locks in Google, Meta, and Anthropic as AI Chip Demand Surges Past $8 Billion
The race to build bespoke artificial intelligence hardware is reshaping the semiconductor landscape, and Broadcom has emerged as the chief...
Nvidia Pours Capital Into Data Infrastructure as Cloud Giants Build Their Own Chips
The AI chip leader is placing bets on two fronts. On Tuesday, Nvidia and Google Cloud announced plans to deploy...
Google’s $185 Billion Infrastructure Bet Hinges on Cloud’s Payback
Alphabet is sprinting in two directions at once. On the public stage at the Google Cloud Next conference in Las...
AMD’s $60 Billion Infrastructure Bet: From Chip Sales to AI Megaprojects
The semiconductor industry is undergoing a fundamental shift, and AMD is positioning itself at the center of a new revenue...
Broadcom’s Custom Chip Empire Expands as Meta and Anthropic Lock In Long-Term Deals
Broadcom is cementing its position as the go-to architect for bespoke artificial intelligence hardware, securing multi-year commitments from two of...
The Robot Revolution Is Micron’s Next Act After AI Memory Dominance
Micron’s stock has been on a tear, but the narrative driving it is shifting. While the company’s high-bandwidth memory (HBM)...
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