Browsing Tag
Wistron
5 posts
Jabil’s AI infrastructure flywheel hits $13.6bn as $JBL trades within striking distance of its 52-week high
Jabil ($JBL) raises FY26 revenue to $35B as AI revenue hits $13.6B, announces Adani India alliance. Full executive analysis on the AI infrastructure thesis here.
Jensen Huang moves to lock in Nvidia ($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.
Big Tech is betting $1.6T on U.S. AI—Nvidia just became the poster child
Trump promises fast-track approval for Nvidia’s $500B U.S. supercomputer project as Big Tech AI infrastructure pledges surpass $1.6 trillion. Read more.
For the first time ever, NVIDIA to build AI supercomputers in America—here’s what it means for the industry
NVIDIA launches U.S. production of Blackwell AI chips and supercomputers with TSMC, Foxconn, and others. Find out how this reshapes global AI manufacturing.
Tata Group takes over Wistron’s India operations to manufacture iPhones
In a significant move for the electronics manufacturing sector, the Tata Group has officially acquired the operations of…