WS #13737
Nvidia reportedly investing $3B in Lancium (Stargate data center campus in Texas), expanding into AI infrastructure; bullish for NVDA and AI-related names. Apple evaluating Chinese CXMT DRAM chips for iPhones and MacBooks to cut costs amid memory shortage; faces regulatory hurdles. Qualcomm's Apple revenue shrinking faster than expected as Apple accelerates in-house modem adoption; stock rose 4.66% on diversification hopes.
Nvidia AI infrastructure investment
Nvidia reportedly investing $3B in Lancium (Stargate data center campus in Texas), expanding into AI infrastructure; bullish for NVDA and AI-related names.
Apple evaluating Chinese CXMT DRAM chips for iPhones and MacBooks to cut costs amid memory shortage; faces regulatory hurdles.
Qualcomm's Apple revenue shrinking faster than expected as Apple accelerates in-house modem adoption; stock rose 4.66% on diversification hopes.