🔥 tech 핫 테마 분석

[TSM] What's next for TSMC after blowout Q2 earnings and massive capex upgrades?

[NVDA] Nvidia behind $50B lease on Texas data centre that will use its chips: FT

[NVDA] Nvidia and OpenAI in talks for up to $250 billion dollar backstop to fund AI infrastructure plans

The backstop would let OpenAI raise debt for a data center campus in Pike County, Ohio, on the strength of Nvidia's credit.

S-Class [GOOGL] Google's increase in AI purchase commitments should benefit hardware space: Wedbush

[NVDA] Nvidia, SK Group ink over $500B partnership amid South Korea's $950B ​AI initiatives

[NVDA] South Korea's Naver rallies after Nvidia unveils $1B strategic investment

[NVDA] Nvidia said to be in talks on $250B backstop for OpenAI data center