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SK Hynix flooded with unprecedented offers from big tech to fund production amid chip crunch

Global tech giants are making rare financial offers to SK Hynix, proposing to invest in new production lines and fund expensive manufacturing equipment purchases as they scramble to secure memory chips. The chipmaker remains cautious, with insiders warning that available capacity is essentially zero despite the artificial intelligence boom driving demand.

Business5 sources

SK Hynix flooded with unprecedented offers from big tech to fund production amid chip crunch

Business5 sources

Nvidia commits $2.1 billion to IREN in massive AI infrastructure partnership for global expansion

Nvidia has secured a major AI data center partnership with IREN, committing up to $2.1 billion through a share option deal. The agreement includes deploying 5 gigawatts of Nvidia DSX infrastructure across IREN's global facilities, with IREN providing $3.4 billion in GPU cloud services to Nvidia over five years. IREN stock surged over 27% initially as investors reacted to the deal.

Business14 sources

Nvidia commits $2.1 billion to IREN in massive AI infrastructure partnership for global expansion

Business14 sources

SoftBank partners with Nvidia and Foxconn to build homegrown AI servers in Japan

SoftBank Corp has initiated discussions with chip giant Nvidia and contract manufacturer Foxconn to develop made-in-Japan AI servers. The telecom company plans to start with component assembly by the decade's end before taking full control of manufacturing, focusing on high-performance servers capable of running advanced GPUs at high speeds.

Business3 sources

SoftBank partners with Nvidia and Foxconn to build homegrown AI servers in Japan

Business3 sources

Apple's AirPods with cameras hit final testing milestone as Siri upgrade nears September release

Apple has reached a critical milestone in developing AirPods with cameras, moving prototypes into late-stage testing before mass production. The AI-powered gadget won't capture photos but will feed low-resolution visual data to Siri, enabling users to ask questions about their surroundings. Privacy features and delays to the upgraded Siri AI assistant have pushed the launch timeline.

Technology19 sources

Apple's AirPods with cameras hit final testing milestone as Siri upgrade nears September release

Technology19 sources

Qualcomm stock surges 15% as AI chips and data center expansion fuel investor confidence

Qualcomm stock jumped nearly 15% as investors rallied behind the chipmaker's strategic pivot into AI. The surge followed reports of an OpenAI partnership for AI-native smartphone chips, accelerated data center chip shipments to a major hyperscaler, and strong second-quarter earnings. With new Snapdragon platforms and a $2.3 billion acquisition to expand data center capabilities, Qualcomm is transforming from a smartphone chip vendor into a diversified AI computing company.

Business2 sources

Qualcomm stock surges 15% as AI chips and data center expansion fuel investor confidence

Business2 sources

AMD launches Instinct MI350P PCIe AI accelerator with 144GB HBM3E to challenge Nvidia's dominance

AMD unveiled the Instinct MI350P, a PCIe AI accelerator card with 144GB of HBM3E memory designed for air-cooled enterprise servers. The dual-slot card delivers up to 4,600 TFLOPS performance and outpaces Nvidia's H200 NVL by roughly 40% in FP16 and FP8 theoretical compute. With support for up to eight cards per system, AMD targets enterprises seeking scalable AI infrastructure without major platform overhauls.

Technology7 sources

AMD launches Instinct MI350P PCIe AI accelerator with 144GB HBM3E to challenge Nvidia's dominance

Technology7 sources

Asia's tech giants drive AI bull run as chipmakers post record earnings and Seoul market doubles

A fresh investor frenzy has shifted the AI bull run's focus to Asia, with Seoul becoming the world's hottest stock market. Samsung, TSMC, and SK Hynix are posting record earnings, with chip revenues at Samsung leaping nearly 50 times last quarter. South Korea's KOSPI has doubled in six months as Asian chipmakers cement their pivotal role in the global AI supply chain.

Business2 sources

Asia's tech giants drive AI bull run as chipmakers post record earnings and Seoul market doubles

Business2 sources

Samsung workers reject $340,000 bonus, threaten strike that could shake global AI chip supply

Samsung semiconductor workers have rejected a $340,000 one-time bonus offer, demanding annual profit-sharing bonuses like SK Hynix's $900,000 payouts. With over 50,000 workers threatening an 18-day strike starting May 21, the labor dispute could cost Samsung up to $11.7 billion and disrupt the global AI hardware industry at a time when high-bandwidth memory chips are in critically short supply.

Business4 sources

Samsung workers reject $340,000 bonus, threaten strike that could shake global AI chip supply

Business4 sources

OpenAI, Nvidia, AMD and Microsoft unveil MRC protocol to accelerate large-scale AI training

OpenAI has released Multipath Reliable Connection (MRC), a new networking protocol developed with Nvidia, AMD, Intel, Microsoft and Broadcom, through the Open Compute Project. The protocol addresses critical bottlenecks in AI training by distributing data across multiple paths, enabling networks to support up to 131,000 GPUs with microsecond failure recovery. MRC is already deployed in OpenAI's frontier model training and Microsoft's GB200-based AI factories.

Technology3 sources

OpenAI, Nvidia, AMD and Microsoft unveil MRC protocol to accelerate large-scale AI training

Technology3 sources

Arm's AGI CPU secures $2 billion in demand, but faces supply chain hurdles and single-digit share

Arm doubled its AGI CPU sales forecast to $2 billion across fiscal 2027-2028, yet analysts reveal this represents just 4% of the server CPU market. The chip designer now confronts a critical challenge: securing enough semiconductor supply chain capacity at TSMC to meet surging AI data center demand while competing against Intel and AMD.

Business12 sources

Arm's AGI CPU secures $2 billion in demand, but faces supply chain hurdles and single-digit share

Business12 sources

DigitalOcean raises revenue outlook as AI demand drives 221% customer revenue surge

DigitalOcean shares surged 40% after the cloud infrastructure provider raised its 2026 and 2027 revenue guidance following a strong Q1 performance. AI customer annual run-rate revenue jumped 221% to $170 million, driven by accelerating demand for inference and agentic AI workloads. The company now expects 2027 revenue to grow more than 50%, doubling its previous forecast.

Business2 sources

DigitalOcean raises revenue outlook as AI demand drives 221% customer revenue surge

Business2 sources

Nvidia invests $500M in Corning to expand optical fiber production for AI infrastructure buildout

Nvidia has structured a $500 million warrant deal with Corning to build three new manufacturing facilities in North Carolina and Texas, expanding US optical fiber production capacity tenfold. The partnership addresses critical supply chain bottlenecks in AI infrastructure while creating over 3,000 jobs and positioning Nvidia to control a significant portion of American optical connectivity production essential for hyperscale data centers.

Business11 sources

Nvidia invests $500M in Corning to expand optical fiber production for AI infrastructure buildout

Business11 sources

Infineon Technologies raises 2026 outlook as AI demand for data centers surges

Infineon Technologies upgraded its 2026 financial outlook as AI demand for power supply solutions surged, expecting €1.5 billion in AI data center revenue. The German chipmaker posted Q2 revenue of €3.81 billion, up 6% year-over-year, while net profit rose to €301 million. CEO Jochen Hanebeck cited the AI boom as a key driver, though investors remain cautious about margin pressure and weakness in the electric vehicle segment.

Business2 sources

Infineon Technologies raises 2026 outlook as AI demand for data centers surges

Business2 sources

Samsung hits $1 trillion valuation as AI boom drives unprecedented demand for memory chips

Samsung Electronics crossed the $1 trillion market capitalization threshold on Wednesday, becoming the second Asian company to reach this milestone after TSMC. The South Korean tech giant's shares surged more than 10% following record quarterly profits driven by soaring demand for high-bandwidth memory chips essential to AI systems. With production capacity fully sold out through 2027 and memory shortages intensifying, Samsung stands at the center of the global AI infrastructure buildout.

Business5 sources

Samsung hits $1 trillion valuation as AI boom drives unprecedented demand for memory chips

Business5 sources

Rivian explores in-house lidar manufacturing to complete its autonomous driving stack

Rivian is considering manufacturing its own lidar sensors in the United States, potentially through a partnership with Chinese firms, as CEO RJ Scaringe revealed in a Reuters interview. The move would complete the EV maker's vertical integration strategy, adding in-house sensor production to its existing custom chip program and proprietary AI software for autonomous driving.

Business2 sources

Rivian explores in-house lidar manufacturing to complete its autonomous driving stack

Business2 sources

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