Asian technology and chip stocks fell sharply as investors questioned the returns from massive AI spending and weighed intensifying Chinese competition.
Applied Materials CEO Gary Dickerson says AI-driven chip demand can double revenue over the next few years while productivity tools limit matching hiring growth.
Ukraine’s strikes on 3 Yandex data centers disrupted at least 84 cloud services and exposed the wartime risks of Russia’s centralized digital economy.
Microsoft will make its Maia chips the primary inference system for Azure products, with Maia 300 entering production workloads in 2027.
Finland’s planned data center investments have topped €67 billion as Google, Microsoft and TikTok expand AI infrastructure around the country’s power and land advantages.
Samsung Electronics posted a record operating profit as AI infrastructure demand lifted memory chip prices, with tight supply expected to support the boom through 2028.
Microsoft opened preorders for the $5,999 Surface RTX Spark Dev Box, a compact Windows workstation with 128GB of memory for running large AI models locally.
SpaceX is seeking $40 billion in financing led by Apollo to purchase Nvidia chips, highlighting the scale of Elon Musk’s computing plans.
Besi shares fell after Bank of America warned that ASML’s hybrid-bonding plans and slower memory adoption threaten the company’s growth premium.
AMD CEO Lisa Su is meeting Samsung’s semiconductor chief as demand for AI processors and high-bandwidth memory continues to outpace available supply.
Elon Musk confirmed early talks with TSMC over a Texas Terafab chip plant intended to supply Tesla, SpaceX and xAI, while Intel remains involved.
Nvidia raised the seven-year-old Shield TV Pro from $199.99 to $299.99, citing higher component costs, including memory, while discontinuing the standard Shield TV.
Lockheed Martin CEO Jim Taiclet is reorganizing the company around Skunk Works speed, with its stealth Vectis drone testing the strategy.
Nvidia-linked chip smuggling cases involving China are prompting scrutiny of export controls, corporate compliance, and the effectiveness of US efforts to restrict advanced AI technology.
Flow Engineering raised a $50 million Series B at a $750 million valuation to apply AI agents to hardware design and accelerate physical-product iteration.
