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SK Hynix, Nvidia’s largest memory partner and the HBM market leader, awaits SEC clearance for an ADR listing as its stock trades at a persistent Korea discount
SpaceX is pitching investors on a vertically integrated AI strategy spanning chips, data centers and even compute satellites in orbit, bankrolled by Starlink’s profits.
OpenAI is negotiating a 10-gigawatt Ohio data center lease that could cost at least $500 billion, with Nvidia guaranteeing the financing in one of the largest AI infrastructure bets yet proposed.
SpaceX has released its most detailed look yet at a planned orbital AI data center satellite, unveiling a 70-meter-wingspan structure during the same week the company is pitching investors on a $1.75 trillion public listing.
RunPod is a notable gpu cloud and serverless ai compute company mentioned in 2026 AI technology coverage across AI infrastructure, cloud compute, model deployment, and developer infrastructure.
Crusoe is a notable ai infrastructure and data centers company mentioned in 2026 AI technology coverage across AI infrastructure, cloud compute, model deployment, and developer infrastructure.
Baseten is a notable ai model deployment and inference company mentioned in 2026 AI technology coverage across AI infrastructure, cloud compute, model deployment, and developer infrastructure.
Modal is a notable serverless ai infrastructure company mentioned in 2026 AI technology coverage across AI infrastructure, cloud compute, model deployment, and developer infrastructure.
SambaNova is a notable ai chips and enterprise ai platform company mentioned in 2026 AI technology coverage across AI chips, accelerators, edge hardware, and compute architecture.
Alphabet is a leading big tech platforms and ai infrastructure company shaping platform technology, AI products, and internet-scale software across AI, cloud, chips, software, devices, and enterprise technology.
Amazon is a leading cloud computing and digital commerce company shaping cloud computing, AI infrastructure, and digital platforms across AI, cloud, chips, software, devices, and enterprise technology.
TSMC is a leading semiconductor manufacturing and ai chips company shaping semiconductors, AI chips, and computing infrastructure across AI, cloud, chips, software, devices, and enterprise technology.
Broadcom is a leading semiconductors and infrastructure software company shaping semiconductors, AI chips, and computing infrastructure across AI, cloud, chips, software, devices, and enterprise technology.
Oracle is a leading enterprise software and cloud infrastructure company shaping cloud computing, AI infrastructure, and digital platforms across AI, cloud, chips, software, devices, and enterprise technology.
ASML is a leading semiconductor equipment and lithography company shaping semiconductors, AI chips, and computing infrastructure across AI, cloud, chips, software, devices, and enterprise technology.