WS #12700
SK Group and Nvidia signed $500B+ partnership for AI factories and next-gen HBM memory, with SK Hynix co-developing HBM with Nvidia. US imposed 10% tariff on India under Section 301, placed India in lower tier; Trump threatened Section 301 investigation into EU after €890M Google fine. Intel reported Q2 EPS of $0.42 vs $0.21 estimate, revenue $16.13B vs $14.43B, up 25.2% YoY, but PC demand likely tepid in Q3.
SK Group-Nvidia $500B+ AI Partnership
SK Group and Nvidia signed $500B+ partnership for AI factories and next-gen HBM memory, with SK Hynix co-developing HBM with Nvidia.
US imposed 10% tariff on India under Section 301, placed India in lower tier; Trump threatened Section 301 investigation into EU after €890M Google fine.
Intel reported Q2 EPS of $0.42 vs $0.21 estimate, revenue $16.13B vs $14.43B, up 25.2% YoY, but PC demand likely tepid in Q3.