Nvidia's massive financing push for AI data center buildout is supported by Goldman Sachs but draws warnings from advisors about a potential 'dark GPU' glut.

Broadcom's weaker-than-expected AI guidance triggered a broad selloff in major chip stocks including Nvidia, AMD, Intel, and Micron, as well as Korean memory ma

Nvidia revealed it holds $50 billion in equity positions in SpaceX and Intel, both exclusive buyers of its chips, deepening financial ties across the AI supply

Elon Musk's SpaceX is making massive investments in AI infrastructure, including a $16.8 billion Texas chip plant and potential $500 billion data center buildou

OpenRouter, which describes itself as Stripe for AI, would be acquired by the payments giant, signaling consolidation in the AI infrastructure layer.

Goldman Sachs projects AI investment will hit $1 trillion in 2026 and 1.4% of global GDP by 2028, though profits remain elusive.

Goldman Sachs warns that aggressive AI infrastructure spending by hyperscalers is creating an 'earnings bubble' risk that could unwind rapidly.

Micron's high-bandwidth memory is fully allocated through 2026 as AI demand surges, though Nvidia reportedly weighs lower-memory GPU designs to ease the HBM bot

Alphabet's cloud backlog surged to $514 billion and capex guidance rose to $205 billion, but free cash flow collapsed, raising investor concerns about spending

U.S. states and Ontario are reconsidering tax incentives for AI data centers as power consumption strains grids and public opposition rises.

Intel is raising $15 billion through a stock offering to fund capital expenditures amid strong AI compute demand, as shares trade near recent highs.

TSMC's CEO reportedly stated the AI chip shortage will persist, as demand continues to outpace supply capacity, supporting strong valuation.

Meta stock is under pressure as rising AI infrastructure costs squeeze margins, with fair value estimates slashed amid skepticism about Zuckerberg's AI vision.

The AI buildout is creating a divide in the semiconductor industry between beneficiaries of data center demand and companies exposed to traditional markets.

Korean memory giant SK Hynix announced a $38 billion expansion amid AI hyperscaler capex frenzy, and is nearing a U.S. stock listing.

Chinese semiconductor foundry SMIC is raising prices as AI-driven demand strains capacity, reflecting tight supply across the global chip industry.

The S&P 500 reached new all-time highs driven by AI chip sector earnings, with JPMorgan raising its target to 8,000.

Marvell is strengthening its AI data center memory portfolio with Nvidia's reported $2 billion backing, though fair value remains debated.