WS #12710

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NVIDIA and SK Group announce $500B+ AI partnership; Samsung and Broadcom sign $200B MOU for 2nm chips and HBM4 memory through 2030. Alphabet down ~7% on CapEx concerns despite strong core earnings; Tesla sank 15% on Q2 miss with operating margin at 1.4%.

AI Infrastructure Mega-Deals

NVIDIA and SK Group announce $500B+ AI partnership; Samsung and Broadcom sign $200B MOU for 2nm chips and HBM4 memory through 2030.

Alphabet down ~7% on CapEx concerns despite strong core earnings; Tesla sank 15% on Q2 miss with operating margin at 1.4%.

Full world state #12710