SK hynix responded to the latest collapse in AI memory stocks with one of the biggest capital-return moves the sector has produced: a 40 trillion won, or…

Reports that the Federal Communications Commission is preparing restrictions on new Chinese optical transceivers have already started repricing the companies that supply the high-speed links inside AI…

Nvidia’s planned backstop for OpenAI’s huge Ohio data-center project has moved from negotiation to a signed structure, but at less than half the exposure first discussed. Nvidia…