“it unveiled a partnership with Europe's Nebius, an AI cloud provider seeking to overcome power constraints in the AI infrastructure build”

“deal at Walmart that drops MSIs Vector 16 HX AI gaming laptop equipped with an RTX 5070 Ti GPU to $1,399 shipped”

“Huang doubled his AI chip order forecast to $1 trillion through 2027, calling the current infrastructure buildout the largest in history”

“The Colossus 1 data center contract implies $10.9 billion in annualized revenue, making it one of the most lucrative AI compute deals ever signed.”

“Anthropic, the AI research company behind Claude, is paying $1.25 billion per month for compute in a deal running through 2029”

“Samsung Electronics has reached a last-minute tentative wage deal with its largest labor union, temporarily averting an 18-day strike that threatened to hit the global memory-chip supply chain”