Not to be outdone by AMD, Nvidia plans to invest $150 billion in Taiwan every year
Nvidia CEO Jensen Huang called Taiwan the "epicentre of the AI revolution" this week, after commenting about plans to invest $150 billion in the country each year . …
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SK hynix to invest over $60 billion in memory plants in South Korea
SK hynix, one of the three biggest memory manufacturers along with Samsung and Micron , seems to be investing a lot of money into AI, and the South Korean government is happy to see that renewed investment. …
Meta's possible move into cloud computing may point to a bursting AI infrastructure bubble
… He elaborates, "Meta is unlikely to continue investing in AI infrastructure with the specific aim to rent it—it likely means that Meta will need to reduce or possibly stop AI investment in datacenters, as it already has excess capacity. …
AMD is putting $10 billion+ into Taiwan's AI chip industry
… Today, we announced more than $10B in investment across Taiwan’s ecosystem to scale advanced packaging and accelerate next-gen AI infrastructure, from 6th Gen EPYC CPUs codenamed “Venice” to our Helios rack-scale platform including Instinct MI450X GPUs, with multi-gigawatt… pic.twitter.com/3bes9dXN… …
Now it's employees at chip maker TSMC, not Samsung, threatening to strike over pay
… So, that's $20 billion paid out in dividends, or thereabouts. You also have to factor in the investment plans mentioned above, even if TSMC's reported profits come after such investments. The company may want to retain profit to help fund even more future investment. …
South Korea to invest almost $600 billion in the AI chip industry, with Samsung and SK hynix paying for most of it
… If the demand for AI hardware remains high over the next ten to 15 years the minimum amount of time it will take Samsung and SK hynix's new facilities to come online and hit production targets , then South Korea's investment will likely secure it as the country that holds most of the cards in the A… …
Data centers hit by cargo thieves, as over $1 million worth of equipment found in Chicago
… Investigators uncovered $1.3 million in stolen data center supplies in a Chicago truck yard, spotlighting cargo theft's impact on supply chains and retail. https://t.co/vqzmxgBEQw June 29, 2026 The boom in AI has increased the demand for AI hardware, but much of the machinery involved in AI data ce… …
Genshin Impact creator miHoYo has released an AI companion on Steam, an eternal student cursed to never obtain her piano degree
… The first fruits of its AI research are already on display in BSide: Olivia Lin, currently only available on Steam in China. 미호요 신작 BSide: Olivia Lin 스팀 상점 영상 - YouTube Watch On Meet Lin Li, an AI chatbot masquerading as a Shanghai student "majoring in piano and minoring in psychology," as its Stea… …
Intel and 3DGS announce plans for $3.3 billion semiconductor substrate manufacturing facility
… Given the AI industry's hunger for silicon and the knock-on effect of the memory supply crisis , it's also no surprise that many major players are accelerating construction plans to meet demand. …
Former Samsung boss predicts the memory crisis could be over next year thanks to Chinese RAM
… Perhaps the AI bubble actually bursting is too pessimistic a scenario. But a significant scaling back of current investment plans from the industry seems plausible. …