


Nvidia’s xAI Investment and a $20B AI Funding Surge Tighten Chip Demand, Supply and Market Sentiment
Elliot Drayton
October 9, 2025 7:22 AM
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AI Deals, Server Orders and a $7B Factory: How Chips and Cloud Spending Are Rewiring Supply Chains
Elliot Drayton
October 8, 2025 11:11 AM
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AMD’s OpenAI Deal Ignites Chip Fever as Oracle’s Cloud Margins Cool the Rally
Elliot Drayton
October 8, 2025 7:23 AM
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AI Infrastructure Demand Rewrites Profit Pools: Winners, Risks and Where to Position Capital
Elliot Drayton
October 7, 2025 7:24 AM
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AI Mega-Deals Reorder the Chip Chain, Fuel Memory, Servers and Crypto Winners
Elliot Drayton
October 7, 2025 7:22 AM
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AI Capex Fever Meets Real-World Friction — Valuation Risk, Export Controls and Tactical Plays
Elliot Drayton
October 6, 2025 7:25 AM
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AI Boom Fuels Executive Turnover, Record Deals and a $710M Export Loss
Elliot Drayton
October 6, 2025 7:22 AM
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AI Spending and Export Rules Are Repricing Tech: Memory, Equipment and Cloud Winners
Elliot Drayton
October 3, 2025 7:24 AM
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