Browsing Tag
Jensen Huang
40 posts
SK Hynix (SKHYV) Nasdaq debut raises $26.5bn, second-largest US IPO ever after SpaceX
SK Hynix (SKHY) opens at $170 in $26.5B Nasdaq debut, +14% from $149; CEO Kwak says memory crunch persists beyond 2030 as Micron valuation discount closes.
Nvidia (NVDA) rises on Kyber denial but trails AMD and Broadcom as Rubin Ultra cadence questioned
Nvidia (NVDA) denies SemiAnalysis report that Kyber rack for Rubin Ultra slips to 2028, but stock lags AMD, Broadcom as roadmap doubts build. Read more.
KKR, Nvidia and Vistra launch $10bn AI infrastructure company to target hyperscalers
Read how KKR’s Helix launch with Nvidia, Vistra and Kuwait Investment Authority could reshape AI data centres and KKR stock sentiment.
NVIDIA’s Korea bet reveals the hidden bottleneck behind the AI boom
Read how NVIDIA Corporation’s Korea AI deals with SK Hynix, Naver and Hyundai could reshape AI infrastructure and NVDA sentiment.
Marvell (MRVL) earns an S&P 500 promotion on the same brutal day its stock fell nearly 17%
Marvell will join the S&P 500 on June 22, but the news landed the day its stock fell 16.7% in the chip rout, after a 50% surge on Huang's "trillion-dollar" call.
Marvell (MRVL) soars 32% to a record after Jensen Huang calls it the next trillion-dollar company
Marvell soared 32% to a record after Nvidia's Jensen Huang called it the next trillion-dollar company, citing AI connectivity. But it's still about 4x from $1T.
Jensen Huang moves to lock in Nvidia ($NVDA), SK hynix and TSMC as the AI memory and logic axis
As memory becomes the AI bottleneck, Jensen Huang moves to lock in Nvidia, SK hynix, and TSMC supply while committing $150B a year to Taiwan. Read more.
The Nvidia China trade is back, but the catch is sitting on both sides of the Pacific
Washington cleared Nvidia H200 sales. Beijing still hesitates. The AI chip war is now about trust, leverage and industrial sovereignty.
Can Fabric.AI Inc. (NASDAQ: SBLX) turn MicroLED interconnects into a next-generation AI factory platform?
Can Fabric.AI Inc. reshape AI infrastructure with MicroLED interconnects? Find out how its strategy could impact next-generation data centers today.
Nvidia (NASDAQ: NVDA) is a $5tn company again, and this time Google’s TPUs are watching
Nvidia is back at $5 trillion. The harder question is whether Rubin can defend pricing power as Google TPUs and Broadcom ASICs scale into 2027.