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#Cloud & Infrastructure

The infrastructure behind AI — data centres, AI chips, the memory supply chain, and investment in cloud compute.

3 articles

2026-09-11 21:007 min read

2027's Memory Is Already Sold Out

DigiTimes reports Samsung, SK hynix and Micron have sold all 2027 DRAM and HBM capacity. SK hynix's CEO calls 2027 the worst supply year on record.

Business & Finance
Cloud & Infrastructure
AI Trends

2026-08-21 13:094 min read

Google Locks In a $12.2B Marvell Stake as Its TPU Chip Alliance Deepens

Marvell grants Google a $12.2 billion stock warrant tied to purchase targets through fiscal 2033 — Marvell stock jumps nearly 8% while Broadcom sinks over 5%.

Business & Finance
Cloud & Infrastructure
AI Trends

2026-08-15 23:065 min read

NVIDIA's 13F: $21B in SpaceX, $30B in Intel

NVIDIA's latest 13F revealed ~$21B in SpaceX and ~$30B in Intel shares, lifting its public equity portfolio to $63.4B.

Business & Finance
Cloud & Infrastructure