NVDA

IREN inks a $1.6B hardware agreement with Dell for NVIDIA Blackwell systems to accelerate its five-year AI cloud expansion.

Quantum computing may still be years away, but Infleqtion is already generating real-world revenue from quantum sensing, atomic clocks, and defense-grade infrastructure today.

Nvidia will increase investment in Taiwan to $150 billion a year, the US chip giant's boss said Wednesday, describing the export-driven island as the "epicentre of the AI revolution"."Now, we're spending $100 going to $150 billion in Taiwan each year."

Nvidia plans to invest $150 billion annually in Taiwan as Jensen Huang calls the island the epicenter of the AI boom.

Nvidia, Meta, and others have taken hits in the market over fears about capital spending. Selling calls can ease the sting for investors.

The market value of South Korean memory chip maker SK hynix soared past $1 trillion on Wednesday thanks to frenzied global demand for the computing hardware that powers artificial intelligence tools.Shares in SK hynix, which supplies Silicon Valley's AI chip titan Nvidia with advanced high-bandwidth memory, were up more than 11 percent in early afternoon trade.

The membership-based retailer's sales are accelerating, not slowing -- but the stock's valuation still leaves little room for error.

https://www.bloomberg.com/news/articles/2026-05-27/taiwan-said-to-suspect-nvidia-chips-smuggled-to-china-via-japan