SK Hynix expects memory shortage through 2030 as buyers book future output
The chipmaker says long-term agreements cover more than half its production for 2027 and 2028, while rising memory costs could weigh on PC and phone shipments.
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IllustrationSK hynix reports record third-quarter profit as AI memory demand lifts sales
The chipmaker reported record revenue and profit and said capacity is heavily committed through 2029, though some customer demand remains under discussion.
OpenAI reportedly plans to buy Google AI chips as it expands computing capacity
Bloomberg and Reuters report a planned chip purchase, but final terms are unknown. The proposal would add to OpenAI’s existing use of Google chips and Nvidia hardware.
Meta plans $95 billion in stock offerings to fund AI expansion
Meta has outlined two planned share offerings as it invests heavily in AI infrastructure. Three chipmakers have expressed interest in buying some of the stock.
SpaceX discloses $40 billion Apollo-led GPU financing commitment
The proposed arrangement would fund AI chips and related equipment through purchases by an Apollo-managed entity and leases to SpaceX. Closing remains subject to conditions.
IllustrationMeta falls as AI spending costs weigh on technology stocks
Meta and other AI-linked stocks fell during Thursday trading as investors weighed the cost of building AI infrastructure and how companies will fund it.
US stocks fall as Iran tensions lift oil and AI spending worries weigh on tech
The S&P 500 and Nasdaq fell Thursday morning as oil rose. Reports of possible renewed strikes on Iran and doubts about AI investment added to market pressure.
Bolt plans Madrid autonomous-driving programme for 2027 with NVIDIA technology
Bolt expects to start gathering driving data in Madrid in 2027, subject to regulatory approval, as it prepares a wider European robotaxi programme.
NVIDIA plans investments in four German startups as Merz urges wider AI use
At a Berlin summit, NVIDIA also signed a declaration with Germany’s government to advance industrial AI models. It did not disclose the size of the planned startup investments.
TSMC posts sixth straight record profit as AI chip demand strains capacity
The chipmaker reported a 68.7% rise in third-quarter net profit, while customers compete for access to the manufacturing capacity behind AI processors.
Volvo expands Nvidia partnership to develop automated driving for future cars
Volvo plans to combine its safety systems with Nvidia hardware and software in a next-generation car, extending the collaboration beyond its electric models.
Apple closes above $5 trillion for the first time as technology stocks fall
Apple ended Oct. 14 with a reported market value of $5.01 trillion, reaching a milestone it had previously passed only during trading hours.
IllustrationNvidia pledges $250 million in computing for UK AI safety research
The five-year commitment would provide $50 million a year in computing resources for AI safety and security research, according to Reuters.
NVIDIA outlines French AI projects as Bull plans new server production
NVIDIA’s roundup of French AI projects includes Bull’s plan to manufacture servers in Europe, following the opening of a production building in Angers.
Business
Nvidia weighs more investment in Reflection AI or acquisition, FT reports
The preliminary discussions could involve investment, an acquisition or hiring staff and licensing technology, as Reflection introduces its Beam model.
Business
S&P 500 nears four-year bull run as AI concentration grows
The ten largest companies now account for about 40% of the benchmark, according to figures cited by Reuters, making AI earnings increasingly important to the wider rally.
Firmus withdraws planned ASX float after investor demand falls short
The AI data centre company has abandoned a proposed A$7 billion share offer and says it will seek private capital. Its planned expansion remains uncertain.
Trump discloses Nvidia trades ahead of planned science medal for Huang
Reuters reports August Nvidia purchases of up to $1.6 million and sales of up to $1 million. The White House says independent managers make the investment decisions.