HeyJaredKatie Tarasov
- Indexed articles, last 90 days
- 4
- Latest publication
- Sep 30, 2026
- Outlet visibility, for CNBC Africa
- Top 500K sites
- Earliest in this view
- Jul 20, 2026
Latest articles
Micron beats on earnings and issues strong guidance as data center revenue jumps 11-fold (opens the original)
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Micron reported better-than-expected quarterly results on Wednesday as the memory maker continues to benefit from soaring demand for AI infrastructure. The stock rose slightly in extended trading. Here's how the company did relative to LSEG consensus: Revenue almost quadrupled in the fiscal fourth quarter from $11.32 billion a year earlier, according to a statement. For the fiscal first quarter, Micron said it expects revenue of about $61.5 billion and adjusted earnings per share of $38.15. Anal
SK Hynix CEO says Indiana will be key memory production base by 2030, first U.S. facility now underway (opens the original)
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SK Hynix, the South Korean memory maker that's emerged as one of the biggest winners in the AI boom, is bolstering its U.S. presence, with a new factory in Indiana that CEO Kwak Noh-Jung says will make the state a "key HBM production base in America" by 2030. Speaking at the groundbreaking for SK Hynix's first U.S. facility on Thursday in the city of West Lafayette, Kwak emphasized the need for high-bandwidth memory, which faces a critical global shortage due to insatiable demand from artificial
An inside look at SK Hynix $720 billion AI-fueled buildout that's taking over South Korea (opens the original)
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In South Korea, where a mountainous landscape makes building huge projects an incredible undertaking, the world's leading maker of high-bandwidth computer memory is investing $720 billion on what it says will be the largest network of memory factories in the world. SK Hynix, whose market cap has jumped more than fivefold in the past year and now tops $1 trillion, is making a big bet that extreme demand from artificial intelligence is here to stay. Soaring prices exacerbated by capacity constrain
AMD launches Helios, its first rack AI system to rival Nvidia, adding Microsoft as newest buyer (opens the original)
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After a decade-long comeback, chip giant Advanced Micro Devices is preparing to ship its first rack-scale system for artificial intelligence, called Helios, to a growing list of customers that now includes Microsoft. It's the first rival to Nvidia's wildly popular Grace Blackwell and Vera Rubin systems, and is aiming to give the world's most valuable chipmaker its first real competition in years. Microsoft announced Monday it will use the Helios system in its data centers, joining Meta, OpenAI,
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