WS #12691
Nvidia and SK Group announce $500B+ partnership for AI infrastructure, including HBM4 memory supply and 2GW data center, reinforcing AI capex theme. EU fines Google €890M under DMA, and Trump threatens retaliatory tariffs on EU for fines on Apple, Meta, Amazon, and Google.
Nvidia-SK Group $500B AI Deal
Nvidia and SK Group announce $500B+ partnership for AI infrastructure, including HBM4 memory supply and 2GW data center, reinforcing AI capex theme.
EU fines Google €890M under DMA, and Trump threatens retaliatory tariffs on EU for fines on Apple, Meta, Amazon, and Google.