NVIDIA
Alphabet's Signal: What $637B in 2027 Capex Tells Us About the AI Arms Race
From Asset-Light to Capital-Intensive: The $562B Reality Big Tech Can't Escape
Alphabet
+9
Samsung Secures Exclusive NVIDIA Rubin Contract as HBM Shortage Deepens
All capacity sold out through 2026
AI
+11
Hyundai CEO corners Samsung + NVIDIA at CES: Robot collab incoming
Chimaek 2.0 signals $150B warehouse automation boom
Hyundai
+6
TSMC's $42 Billion Bet: The Infrastructure Play Wall Street Missed
CoWoS packaging capacity is expanding 3.6x by 2026
TSMC
+10
Deal or No Deal? Why Nvidia's Biggest AI Partnership Still Isn't Signed After 90 Days
Zero Dollars Transferred: The AI Deal That Never Happened"
Amazon
+12
Amazon's $10B OpenAI Deal: The Chip Shift That Changes Everything
Why Trainium chips at $15K could end Nvidia's $40K pricing
Chip War
+13
Amazon's $50 Billion Bet on Government AI Infrastructure
Why Amazon Is Betting Big on GovCloud
Amazon
+12
Meta Buys Google Chips: The $250 Billion Market Signal You Can't Ignore
Meta's $14B bet on Google chips signals the end of Nvidia's pricing monopoly
AI chips
+8
Why NVIDIA Still Rules the AI Chip Market in 2025
NVIDIA beat estimates again. And guided even higher
TSMC
+10
Inside NVIDIA's $57 Billion Quarter: Why Insiders Are Selling While Retail Doubles Down
Company executives unloaded $1 billion in shares before the 62% revenue surge
AI chips
+8
