The AI memory leader's record quarter triggers a massive capital return - and signals the HBM boom is far from over.

AI memory demand hands the South Korean chipmaker a sharp profit beat and a $25 billion plan to reward shareholders.

The AI lab's IPO filing reveals a multichip compute model that analysts say could erode Nvidia's pricing power and reshape how AI giants negotiate.

Intel is buying Israeli quantum software startup Classiq for roughly $2.3bn. The deal puts a price on the layer that makes quantum computers usable.

The social giant is raising $95 billion through stock-linked deals into early 2025, and the chip trio could buy into a $35 billion offering.

The rocket giant is building an AI chip rental empire, and its founder just warned that weaker players won't survive the compute arms race.

The rocket company is borrowing at sovereign scale to stockpile GPUs; that signals AI compute is now a board-level strategic asset.

A rout in neocloud stocks is forcing investors to weigh Nvidia's hidden exposure as both supplier and lender to the AI buildout.

European infrastructure firms are building AI factories on Nvidia's DSX reference design, which the chipmaker says slashes cooling water use to almost zero.

A $1.5 billion defense infusion for North Carolina chipmaking signals a new era of Pentagon-backed reshoring - here's what it means for the industry.

A walkout at one of the world's key memory chip hubs threatens supply just as AI demand peaks, and puts Taiwan's profit-sharing norms to the test.

The analyst who spent four years on the sidelines now sees real progress in Intel's chipmaking and design. Here's what it means for the turnaround story.