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SK Hynix Unveils $13 Billion Packaging Plant as AI Memory Crunch Deepens

Most 2026 output is committed to AI data centers, leaving consumers to face steep quarterly price hikes.

CoreWeave Jumps 12% as New Analyst Coverage Fuels AI Cloud Rebound

TikTok JV Lifts Oracle Shares After Blue Owl Exit Puts AI Buildout Financing Under Scrutiny

Two Unnamed Customers Drove 39% of Nvidia’s Record Quarter