7 articles
Corning has gained 137.4% year to date after expanding its long-term supply agreement with NVIDIA, committing to three new manufacturing facilities. The deal secures fiber optic and specialty glass production for AI data center infrastructure worldwide. It signals that AI investment is now flowing deep into physical supply chains across borders.
Three companies — South Korea's SK hynix and Samsung, and US-based Micron — control virtually all high-bandwidth memory supply while global AI demand is forecast to grow 35x by 2028. DRAM contract prices are projected to rise 58–63% in Q2 2026 alone, with Gartner forecasting a 125% full-year increase. A structural manufacturing constraint, not market timing, is driving the shortage.
DRAM prices are forecast to rise 125% across 2026, with a 58–63% surge expected in Q2 alone. The shock will hit AI cloud providers globally as memory — not compute — becomes the binding constraint on infrastructure expansion. South Korean and US chipmakers stand to gain while AI startups face compressed runways.
US hyperscalers have pledged $660B in combined AI capital expenditure for 2026, driving an 18-day winning streak on the PHLX Semiconductor Index. Meta signed a $100B+ five-year chip deal with AMD, signalling supply chain diversification beyond NVIDIA. Bloomberg Intelligence forecasts 57% semiconductor revenue growth globally in 2026 — double the broader market rate.
Google will invest up to $40 billion in Anthropic, the largest hyperscaler commitment to a single AI lab in the world. The deal gives Anthropic structural advantages — compute access, enterprise distribution, API pricing — that independently funded rivals globally cannot easily match. For AI labs from London to Singapore, the question shifts from whether to seek hyperscaler backing to which one and at what terms.
Palantir secured a $300 million U.S. Department of Agriculture contract to modernize farm programs, pushing its stock up 51.4% over the past year. The win extends a government portfolio spanning the FAA and Pentagon, built on a bureaucratic moat — clearances, certifications, embedded agency relationships — that competitors in the U.S. and abroad find difficult to replicate. As governments worldwide accelerate AI adoption, Palantir's singular focus on public-sector data infrastructure gives it a
Orkes closed a Series B in April 2026, with all four investors from its 2024 Series A returning — including backers spanning the US, India, and Saudi Arabia. The company builds workflow orchestration infrastructure for enterprise AI automation. Repeat participation signals strong institutional conviction in AI pipeline tooling as a durable infrastructure layer.