Highlights

04-09 From OpenAI to Nvidia, firms channel billions into AI infrastructure as demand booms RE
04-07 Ultra Accelerator Link Consortium Publishes Four Specifications Defining In-Network Compute, Chiplets, Manageability and 200G Performance CI
04-07 Samsung Projects Eightfold Profit Leap as AI Chip Demand Soars -- Update DJ
03-30 Fidelity Asian Values praises chipmaker TSMC as net asset value grows AN
03-25 Wall Street advances as investors bet on Mideast de-escalation RE
03-25 Dell Introduces New Commercial Laptops, Workstations, Monitors MT
03-25 Arm shares rally as new AI chip to drive billions in annual revenue RE
03-25 Hammer Distribution and Amd Target Uk Ai Power Wall with New Cpu-First Infrastructure Strategy CI
03-24 CIQ And AMD Collaborate To Deliver Optimized Enterprise AI And HPC Infrastructure CI
03-23 Exchange-Traded Funds, Equity Futures Gain Pre-Bell Monday as Trump Declares 5-Day Pause in Iran Energy Attacks MT
03-23 TACO at Work: Trump Pauses, Markets Surge Zonebourse
03-20 Ecolab Buying CoolIT Systems in $4.75 Billion Deal as Data Center Liquid Cooling Demand Surges MT
03-20 One War, Two Market Messages Zonebourse
03-20 Wall St futures slip as Iran war rages on, investors dial down rate cut bets RE
03-18 US STOCKS-Wall Street remains lower after Fed keeps rates unchanged RE
03-18 Samsung and AMD Expand Strategic Collaboration on Next-Generation AI Memory Solutions CI
03-16 Celestica And AMD Announce Collaboration To Advance The Next Era Of AI With Helios Rack-Scale AI Platform CI
03-16 AMD, Celestica Partner to Launch 'Helios' AI Rack Platform MT
03-16 Celestica Up 2.8% In US Premarket As Announces Collaboration With AMD MT
03-16 US Commerce Department Withdraws Proposed Rules on AI Chip Exports MT
03-13 Nvidia to focus on competition-beating AI advances at megaconference RE
03-12 Optical Scale-up Consortium Establishes to Create an Open Specification for AI Infrastructure Led by Founding Members AMD, Broadcom, Meta, Microsoft, NVIDIA and OpenAI CI
03-11 Microsoft to Ship Alpha Versions of New Xbox Console to Developers in 2027 MT
03-11 The Market Is Looking Suspiciously Calm Zonebourse
03-10 Xanadu and AMD Accelerate Quantum Computing for Aerospace and Engineering CI
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