Browsing Tag
Nvidia Corporation
127 posts
NVIDIA-backed Together AI secures $800m for inference infrastructure growth
Together AI’s $800 million Series C will fund a major expansion of its open-model cloud, but investors are pricing aggressive growth in bookings, inference demand and computing capacity.
Samsung and SK hynix anchor 800tn won South Korea AI chip expansion
South Korea’s 800 trillion won chip plan puts Samsung and SK hynix at the centre of an AI buildout. Read what could derail the strategy.
Can SK hynix’s $29.4bn Nasdaq offering close its valuation gap with Micron?
SK hynix is preparing one of the largest international equity offerings on record, using Nasdaq access to finance new semiconductor factories, advanced packaging capacity and critical chipmaking equipment while testing whether Wall Street will assign the Korean memory leader a higher valuation.
Baidu shares jump as Kunlunxin targets $50bn Hong Kong AI-chip IPO
Baidu’s Kunlunxin subsidiary is reportedly seeking a $50 billion Hong Kong IPO valuation as China accelerates investment in domestic AI chips. The listing could unlock substantial value for Baidu while testing whether semiconductor scarcity can justify one of the sector’s fastest valuation increases.
Micron (NASDAQ: MU) revenue quadruples to $41.5bn as AI memory shortage drives record margins
Micron revenue quadrupled to $41.46 billion as AI memory demand drove record margins and $100 billion in contracts. Read what comes next for $MU now.
Qualcomm targets $15bn data centre business as Meta anchors AI expansion
Qualcomm targets $15 billion in data centre revenue by 2029 as Meta, Modular and Dragonfly reshape its AI strategy. Read the full analysis now on BNT today.
NASA’s $5m bet on AiRANACULUS could shape how machines communicate on the Moon
AiRANACULUS will use a 24-month NASA commercialisation programme to advance intelligent networking technologies designed to connect lunar surface systems, orbiting spacecraft and future deep-space infrastructure.
Qualcomm’s $3.9bn bet on Modular could decide its future beyond smartphones
Qualcomm is acquiring Modular in an all-stock transaction that could issue up to 19.2 million shares. The deal targets the software gap between Qualcomm’s expanding AI hardware portfolio and the developers, enterprises and hyperscalers needed to turn that technology into a scalable data center business.
SK hynix targets $29.4bn Nasdaq raise as AI memory investment accelerates
SK hynix plans a historic $29.4 billion Nasdaq raise to expand AI memory capacity. Discover what the listing means for Nvidia, Micron and Samsung.
Is Faraday Future’s robotics pivot finally a business model or another FFAI survival trade?
Read how Faraday Future’s FFAI robotics education launch tests its AI pivot, delivery credibility and investor sentiment near penny-stock lows in 2026.