Tag: NVIDIA

Trump Rewards UAE With Expanded AI Chip Access Following Iran Conflict Support

The Trump administration has elevated the UAE to an A:5 export-control designation, placing it in the same trusted partner category as South Korea and India. The decision gives Emirati companies easier a

Meta Unveils "Iris" Custom AI Chip, Set for September Production

Meta will begin manufacturing its custom AI chip, codenamed Iris, in September as part of a plan to boost computing power to 14 gigawatts by 2027. Built with Broadcom and TSMC, the chip is designed for i

SK Hynix Shares Jump 14% in Blockbuster Nasdaq Debut

SK Hynix's American Depositary Receipts opened 14 percent above their offering price in their Nasdaq debut, following a $26.5 billion offering that marked the largest-ever U.S. listing by a foreign compa

Nvidia Announces $80B Buyback as Meta Raises 2026 Capex to $145B—AI Cycle Shifts to ROI Accountability

Three major capital signals indicate the AI investment cycle is shifting from capital expenditure to ROI accountability: Nvidia announced an $80 billion share repurchase program leveraging $119B in trail

AI Chip Stocks Are Facing Fresh Market Pressure Despite Record Gains

Global financial markets opened with renewed pressure on AI-related semiconductor companies as investors rotate capital into defensive sectors. Although long-term AI investment remains strong, short-term

AI Data Center Demand Is Fueling a Record of 204 Billion Power Sector M&A Boom

Explosive AI data-center demand is driving a historic wave of mergers and acquisitions in the U.S. utility industry. Deloitte estimates approximately $204 billion in power-sector deals during the first f

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