4 articles
Jensen Huang flew to Japan to close deals, not take photos. Japan has committed $67 billion to AI infrastructure and NVIDIA is first in line to supply it. Here's what smart investors should watch
SK Hynix just closed the biggest foreign IPO in US history at $26.5 billion. The world's top HBM memory supplier is now inside the US power structure at the exact moment AI chip supply
Cisco just reported record quarterly revenue and laid off nearly 4,000 people at the same time. It's not a contradiction. It's a preview of how every major tech company reallocates in the AI era,
SpaceX's $119 billion Terafab chip factory in Texas will produce 50 times more computing power than the entire global AI market. This isn't just about chips—it's about controlling the future of AI computing and