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Nvidia CEO calls reports of stalled $100 billion OpenAI investment 'nonsense,' pledges major funding

Nvidia CEO Jensen Huang dismissed reports that the chip giant's planned $100 billion investment in OpenAI has stalled, calling such claims 'nonsense.' Despite Wall Street Journal reports of friction and concerns about OpenAI's business discipline, Huang confirmed Nvidia will make its 'largest ever investment' in the AI company, though the final amount remains unspecified.

Business21 sources

Nvidia CEO calls reports of stalled $100 billion OpenAI investment 'nonsense,' pledges major funding

Business21 sources

Axera Semiconductor targets $379 million Hong Kong IPO to fuel AI chip development

Chinese AI chipmaker Axera Semiconductor is seeking to raise $379.2 million through a Hong Kong IPO, offering 104.9 million shares at HK$28.20 each. The company, backed by Tencent and Qiming Venture Partners, claims to be the largest provider of mid-to-high-end visual on-device AI inference chips globally. The move reflects a broader trend of Chinese semiconductor firms turning to Hong Kong for capital-intensive chip development.

Startups2 sources

Axera Semiconductor targets $379 million Hong Kong IPO to fuel AI chip development

Startups2 sources

KLA Corp beats Q2 estimates as AI semiconductors drive chipmaking tool demand to new highs

KLA Corp reported second-quarter revenue of $3.3 billion, surpassing Wall Street expectations as AI infrastructure demand accelerates investment in advanced logic chips and high-bandwidth memory. The semiconductor equipment maker saw net profit climb 39% to $1.15 billion, though supply constraints and rising DRAM costs present near-term challenges. Despite strong results, shares fell 7% as investors questioned whether growth momentum can sustain amid U.S. export restrictions on China.

Business2 sources

KLA Corp beats Q2 estimates as AI semiconductors drive chipmaking tool demand to new highs

Business2 sources

Kioxia names new CEO to capture AI storage growth while rivals chase high-bandwidth memory

Japanese flash memory maker Kioxia is promoting Hiroo Oota to CEO as it positions itself to capitalize on surging demand for NAND storage in AI data centers. While competitors Samsung, SK Hynix, and Micron focus on high-bandwidth memory, Kioxia sees opportunity in high-density storage solutions. The company's shares have jumped more than 13 times since its late 2024 IPO, reflecting investor confidence in its strategic positioning.

Business2 sources

Kioxia names new CEO to capture AI storage growth while rivals chase high-bandwidth memory

Business2 sources

SanDisk forecasts massive profit surge as AI storage demand drives flash storage boom

SanDisk predicted fiscal third-quarter revenue of $4.6 billion and adjusted profit of $14 per share, dramatically exceeding Wall Street estimates of $2.77 billion and $4.37 respectively. The data storage firm extended its supply agreement with Kioxia Corp through 2034 as AI fuels storage demand across data centers, with shares surging 19% in premarket trading.

Business3 sources

SanDisk forecasts massive profit surge as AI storage demand drives flash storage boom

Business3 sources

Taiwan's economy grows 8.6% in 2025, fastest rate in 15 years, turbocharged by AI boom

Taiwan's economy expanded 8.6% in 2025, marking its fastest economic growth in 15 years as the global artificial intelligence boom powered record tech exports. The island's Q4 GDP surged 12.68%, far exceeding forecasts, driven by robust global demand for AI chips and semiconductors from companies like Nvidia and Apple.

Business2 sources

Taiwan's economy grows 8.6% in 2025, fastest rate in 15 years, turbocharged by AI boom

Business2 sources

Google engineer convicted of stealing AI trade secrets for Chinese interests in landmark case

A federal jury convicted former Google engineer Linwei Ding on 14 counts of economic espionage and theft of trade secrets. Between May 2022 and April 2023, he stole over 2,000 pages of confidential data about Google's AI infrastructure, including TPU and GPU specifications, while secretly founding AI startups in China. The case marks the first AI-related economic espionage conviction in U.S. history.

Policy15 sources

Google engineer convicted of stealing AI trade secrets for Chinese interests in landmark case

Policy15 sources

SpaceX files to launch 1 million satellites as orbital data centers for AI computing power

SpaceX has submitted an FCC filing requesting approval to launch up to one million solar-powered satellites that would function as orbital data centers for artificial intelligence. The proposal dwarfs the company's existing Starlink constellation of over 9,600 satellites and would dramatically increase the roughly 15,000 satellites currently orbiting Earth, raising concerns about space debris and orbital monopolization.

Technology30 sources

SpaceX files to launch 1 million satellites as orbital data centers for AI computing power

Technology30 sources

AI Boom Triggers Memory Shortage, Pushing PC and Smartphone Prices Up 23% by Fall 2026

The AI infrastructure race is creating a severe memory chip shortage as Samsung, SK Hynix, and Micron prioritize lucrative datacenter orders over consumer products. PC prices have already jumped 8% in the UK, while memory costs have soared 80-90%. Major tech companies including Apple and Qualcomm warn the crunch will persist until 2028, forcing smartphone and PC makers to cut production or raise prices.

Business6 sources

AI Boom Triggers Memory Shortage, Pushing PC and Smartphone Prices Up 23% by Fall 2026

Business6 sources

SK Hynix overtakes Samsung in annual profit as HBM dominance reshapes AI chip rivalry

SK Hynix achieved a historic milestone by surpassing Samsung Electronics in annual operating profit for the first time in 2025, posting 47.2 trillion won compared to Samsung's 43.6 trillion won. The shift reflects SK Hynix's commanding lead in high-bandwidth memory (HBM) chips critical for AI applications, though intensifying competition from Samsung and Micron in the HBM4 market could reshape the landscape.

Business2 sources

SK Hynix overtakes Samsung in annual profit as HBM dominance reshapes AI chip rivalry

Business2 sources

Nvidia DeepSeek controversy erupts as US lawmaker links technical support to China military AI

A US House committee chair alleges Nvidia provided extensive technical assistance to Chinese AI startup DeepSeek, helping achieve breakthrough training efficiency with just 2.788M H800 GPU hours. Documents suggest the AI models were later used by China's military, intensifying debate over US export controls and national security risks in the AI race with Beijing.

Policy6 sources

Nvidia DeepSeek controversy erupts as US lawmaker links technical support to China military AI

Policy6 sources

Samsung Electronics Q4 profit triples to record high as AI demand fuels memory chip shortage

Samsung Electronics reported a record-breaking fourth quarter with operating profit surging over 200% year-over-year to 20.1 trillion won ($14.03 billion). The South Korean tech giant's memory business hit all-time highs as artificial intelligence server demand created a global memory chip shortage, pushing prices higher. The company plans to begin mass shipments of next-generation HBM4 chips to customers including Nvidia next month.

Business7 sources

Samsung Electronics Q4 profit triples to record high as AI demand fuels memory chip shortage

Business7 sources

Meta pivots to AI smart glasses after Reality Labs loses $19 billion on VR in 2025

Meta is redirecting its Reality Labs division away from virtual reality and toward AI-powered smart glasses after losing $19.1 billion on VR in 2025. CEO Mark Zuckerberg says smart glasses sales tripled last year and predicts most eyewear will become AI glasses within years, comparing the moment to the smartphone revolution. The strategic shift follows layoffs of over 1,000 Reality Labs employees and studio closures.

Business6 sources

Meta pivots to AI smart glasses after Reality Labs loses $19 billion on VR in 2025

Business6 sources

Microsoft's AI bet faces investor scrutiny despite strong earnings and surging Copilot usage

Microsoft reported $81.3 billion in revenue and $38.3 billion in net income, but Wall Street responded with skepticism. Investors worry about massive capital expenditures of $72.4 billion and the company's heavy reliance on OpenAI, which accounts for 45% of its $625 billion backlog. CEO Satya Nadella defended the strategy, citing tripled Copilot usage and 4.7 million GitHub Copilot subscribers.

Business25 sources

Microsoft's AI bet faces investor scrutiny despite strong earnings and surging Copilot usage

Business25 sources

Meta stock surges 10% as revamped AI strategy delivers strong fourth-quarter financial results

Meta exceeded Wall Street expectations with $59.89 billion in Q4 revenue, up 24% year-over-year, and earnings of $8.88 per share. The company's artificial intelligence investments are paying off with measurable improvements in ad performance and engineering productivity. Despite projecting capital expenditures of $115-135 billion for 2026, investors rallied behind Meta's bullish revenue guidance and evidence that its revamped AI strategy is delivering tangible returns.

Business10 sources

Meta stock surges 10% as revamped AI strategy delivers strong fourth-quarter financial results

Business10 sources

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