According to Tom’s Hardware, citing Reuters, Samsung and SK hynix have reached preliminary agreements to supply memory for OpenAI’s massive Stargate data center project. OpenAI’s projected demand could climb to 900,000 DRAM wafers per month—a staggering figure that may represent as much as 4...

According to Economic Daily News, sources say OpenAI CEO Sam Altman visited Taiwan on the 30th, reportedly discussing cooperation details of the U.S. AI project “Stargate” with Foxconn, the project’s largest AI server supplier. He reportedly also met with TSMC to discuss key issues such as waf...

According to MoneyDJ, citing Wall Street Journal, the AI boom has triggered one of the most expensive building waves in history. In just three years, major tech companies have poured more into AI data centers, chips, and energy than the U.S. spent constructing the interstate highway system over four...

According to MoneyDJ, citing Nikkei, there are now six “hectocorn” companies worldwide (referring to unlisted firms valued at over USD 100 billion). As of early September, their combined valuation has reportedly reached about USD 1.4 trillion—nearly twice the size of Japan’s national budget....

AI giants are joining forces, again. On September 22, OpenAI and NVIDIA unveiled a landmark strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for the ChatGPT maker’s next-gen AI infrastructure. NVIDIA plans to invest up to $100 billion in OpenAI as the new systems come online...