Hyperscalers
Results Review - SK Hynix, 2Q2026 a miss?
SK hynix reported record-breaking 2Q26 financial results on July 29, 2026, driven by intense AI memory demand and higher chip prices. Yet, stock price took a huge dip...
Market Rumor - Amazon overhauls its AI strategy, winding down most flagship models, Business Insiders - July 28, 2026
Business Insider reports that Amazon is overhauling its AI strategy by winding down much of its flagship Nova lineup and concentrating engineers and computing resources on a smaller number of frontier-model efforts (July 28, 2026).
Breaking News - Nvidia behind $50bn lease on Texas data center that will use its chips, media reports
Nvidia is reported to be behind another Ai infrastructure move, leasing $50 billion Texas data center that will uses Nvidia's chips.
Nvidia Credit Risk Surges as $750 Billion AI Push Raises Financing Fears
The cost of protecting Nvidia Corp.’s debt against default surged by the most on record Monday, after reports of the chipmaker being in conversations on more than $750 billion of artificial intelligence infrastructure deals stoked fears about the company’s obligations.
Market Rumor - China begins making homegrown DUV chipmaking tools, sources said
China has begun manufacturing domestically developed immersion deep ultraviolet lithography machines, a key chipmaking tool long dominated by Dutch supplier ASML, The Information reported on Monday (July 27, 2026).
Silicon Bakery - Over The Weekend (Wk4 Jul 2026) - Korean tech names deepen partnership with U.S; AMD under the spotlight on next-gen infra; Apple vs Micron takes a wild turn?
Korean, global tech companies to pursue partnerships worth more than $950 billion in total; AMD introduces its next-gen ai-infra products; Apple vs Micron taking another wild turn...
Breaking News - Nvidia, Amkor strike $1.5 billion chip packaging deal (July 23, 2026)
Amkor Technology Announces Strategic Partnership with NVIDIA to Expand Advanced Packaging and Test for Next-Generation AI Infrastructure. $1.5 Billion Multi-Year Advanced Packaging and Development Agreement to Support Expansion of Amkor’s U.S. Advanced Packaging Capacity.
Result Deep Dive - Alphabet’s Earnings Beat Overshadowed by Record AI Spending
Alphabet reported Q2 revenue of $119.8 billion on Wednesday, up 24% year over year, as accelerating Google Cloud growth and a large investment gain lifted earnings. Net income reached $9.11 a share, well above Wall Street forecasts. All while reporting negative free cash flow.
Market Rumor Confirmed - AMD and Anthropic Sign Major Chips-and-Investment Deal - July 22, 2026
Advanced Micro Devices and Anthropic have signed a deal for tens of billions of dollars' worth of artificial-intelligence servers, strengthening AMD's competitive position against industry leader Nvidia and supplying Anthropic with much needed computing power (Yahoo Finance, July 22, 2026).
Market Rumor - Microsoft Weighs Kimi K3 for Copilot Despite Trump Administration Pressure
Microsoft is evaluating Moonshot AI’s Kimi K3 model for use in Copilot as the company looks to reduce the rapidly rising cost of running its artificial intelligence products.
Oracle Credit Risk Hits Near 18-Year High on AI Spending Concerns
The cost of protecting Oracle Corp.’s debt against default reached a fresh multi-year high on Monday while its existing bonds sold off, as doubts grew over whether the company’s massive investments in artificial intelligence will pay off.
The Sovereign AI Power Grab: Monetizing the Physical Bottleneck
By silently securing baseload power generation and controlling the physical bottlenecks of the grid, sovereign capital is transitioning from a passive investor in technology to the ultimate price-setter of the computational era.
