AI Trade Enters Earnings Test Phase With Micron and SK Hynix Moves
Micron earnings and SK Hynix’s planned US listing will test whether AI infrastructure spending maintains its current pace.
OpenAI and Broadcom have introduced Jalapeño, a custom processor built to run large language model inference at higher scale and efficiency.
Google has shipped a computer-use tool inside Gemini 3.5 Flash that lets the model operate a desktop environment directly.
OpenAI announced Jalapeño, a processor built with Broadcom and tuned for the company's own inference workloads.
Alibaba Group Holding Ltd. stock in Hong Kong reached a 16-month low after Anthropic accused the company of illicitly accessing its AI model.
Micron projected roughly $50 billion in fourth-quarter revenue, well above Wall Street expectations and tied to sustained AI demand.
OpenAI and Broadcom introduced Jalapeño, a processor built specifically for large-scale LLM inference workloads.
Google has introduced a computer-use capability directly inside Gemini 3.5 Flash.
OpenAI and Broadcom have taped out Jalapeño, a processor built expressly for the company's inference clusters.
Google now keeps images and other media from Search interactions in user history for AI training unless users change their settings.
WebKit enables the Copy menu item in Safari, Mail, and third-party apps even when nothing is selected on the focused page or message.
OpenAI and Broadcom have introduced a new chip built specifically for running large language models at scale.
Google has added a tool that lets its latest Flash model control a computer interface directly.
OpenAI and Broadcom have built a processor tuned for the company's inference systems rather than general training workloads.
Lazard portfolio manager Celine Woo argues that AI infrastructure spending is steering memory demand toward more stable patterns through the hardware supply chain.
OpenAI and Broadcom have introduced Jalapeño, the first custom chip the AI company has built specifically for large language model inference.
Google DeepMind and Google both published announcements on the new capability on the same day.
OpenAI has introduced Jalapeño, its first custom processor developed with Broadcom to match the demands of its inference systems.
SK Hynix Inc. disclosed plans to raise 45.45 trillion won through an American share sale, with trading slated to open on July 10.
Meta and Microsoft each added tens of billions of dollars in new data center lease obligations during their most recent quarters as the industry pours capital into artificial intelligence capacity.
Terawatt Infrastructure Inc. will use new bank debt to acquire and develop electric-vehicle chargers in the United States and overseas.
Dubai Holding is in talks to acquire a position in Hscale as it looks to expand its data center holdings in Europe.