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Super Micro Tumbles After Report Oracle Canceled $1.1–$1.4 Billion AI Rack Deal

The report signals large customers may be reducing exposure because of the export‑control case tied to a company co‑founder.

AMD Strikes Multiyear Deal to Supply Meta Up to 6 GW of AI GPUs

Nvidia Tightens Grip on AI Supply Chain as TSMC’s Top Customer, Backlog Grows

Nvidia Strikes $20 Billion Groq Deal as AI Demand Keeps Outrunning Supply

Nvidia Weighs Boosting H200 Output After U.S. Clears Conditional Sales to China

AMD Sets 35% Growth Target and AI Data‑Center Road Map as Shares Climb

OpenAI Finalizes Reorganization as $1 Trillion IPO Talk Grows, AI Infrastructure Bets Intensify

Nvidia’s AI Lead Draws Fresh Upgrades as Big-Compute Financing Emerges and Bubble Warnings Intensify

NVIDIA Says Rubin Is in Fab, Eyes H2 2026 Volume as Blackwell Ultra Hits Full Ramp

Nvidia’s Aug. 27 Earnings Loom as Market Test With Sky-High Estimates and China Wildcards

AMD Unveils Instinct MI350 and MI400 Series GPUs, Previews Open-Standard Helios Rack Server

AMD’s RX 9000 GPUs May Launch Soon, Preorders Speculated for January 23

Nvidia Reports Record Q3 Earnings but Stock Dips on Slowing Growth Expectations