CNBC’s Deidre Bosa reports on news regarding the AI chip cycle and data center buildouts.

The world's second-largest memory chipmaker and a key supplier to Nvidia Corporation (NASDAQ:NVDA) reported a record KRW 11.4 trillion ($8.02 billion) operating profit for the July–September quarter, ...

Tesla CEO Elon Musk posted on X that the AI5 chip design is "almost done and AI6 is in early stages," with AI7, AI8, and AI9 "aiming for a 9-month design cycle." Musk stated that the AI5 chip achieves ...

The global chip market is predicted to post double-digit growth for a third consecutive year in 2026 — a rare occurrence in the industry, as anticipation grows for a semiconductor “supercycle.” While ...

Relentless investment in artificial intelligence has turned a once-cyclical corner of the chip industry into one of the market's loudest trades, with memory and storage stocks racing ahead as supply ...

The real AI opportunity goes far beyond chips and data centers, says Diameter Capital's Scott Goodwin. The credit firm's bets on telecom and satellite companies riding AI's infrastructure buildout ...

SEOUL, Oct 21 (Reuters) - The global rush by chipmakers to produce AI chips is tightening supply of less glamorous chips used in smartphones, computers and servers, spurring panic buying by some ...

Micron reported strong results as demand for high-bandwidth memory (HBM) chips explodes. DRAM pricing is also strong as manufacturers prioritize HBM chips destined for AI accelerators. Investors ...

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