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[NVDA] Nvidia locks down memory supply from SK Hynix as part of $500 billion AI deal

Nvidia is aggressively securing supply of high-bandwidth memory, an essential component for its GPUs and systems.

[NVDA] Nvidia and SK Group unveil over $500 billion AI infrastructure initiative

[NVDA] Nvidia, SK Group unveil $500 billion-plus AI data centers initiative, memory partnership

[GOOGL] Google Cloud CEO Kurian says customers are spending 50% more as segment blows away expectations

Google Cloud CEO Thomas Kurian told CNBC on Thursday that the company's existing customers are spending "roughly 50% more" than they've already committed.

[GOOGL] Alphabet spending billions to win the AI race

[GOOGL] Google upped its capex forecast for 2026 yet again. These stocks are benefiting.

S-Class [TSM] What TSMC's capex surge could mean