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Expansion● mixedTakeMe2Space plans orbital data centre launch on Falcon 9 in 2028The Hyderabad-based company plans two 100-kg satellites with Nvidia Thor GPUs and 100 TB storageData centresSpaceXAI chips
Policy● mixedChina weighs allowing ByteDance and Alibaba to buy Nvidia chipsChina's industry ministry asked ByteDance, Alibaba and others to report Nvidia chip purchase plansByteDanceAI chipsChina
Results● mixedMicron could dethrone Nvidia and become the biggest driver of S&P 500 profit growthMicron is increasingly important to S&P 500 profit growthSemiconductorsWall StreetGlobal markets
● mixedRTX 5090, once a consumer gaming card, is now on smugglers’ menu alongside cigarettesAI chips
Broker call● mixedMicron investors should get ready for a seesaw ride, analyst saysNvidia product timing may shift some estimated Micron revenue from this year to next yearMicronSemiconductors
● mixedMusk, Cook, Huang and other business leaders attend Trump-Xi state dinnerGuests included Apple’s Tim Cook, Nvidia’s Jensen Huang, Elon Musk and OpenAI’s Sam AltmanDonald TrumpXi JinpingElon Musk
● mixedXi-Trump summit: Nod to historic ‘peace toast’, seabass and a lot of Chinese influence, what's on state dinner menu?Xi-Trump state dinner is scheduled for this evening in the White House East RoomXi JinpingDonald TrumpChina
Leadership● mixedIntel CEO Invests In Ultraviolette, Joins As Adviser - US Launch Planned In 2027Elon MuskTeslaStarlink
● mixedAI firms should not get regulatory waivers, says Nvidia CEO Jensen HuangJensen Huang said AI firms should not receive regulatory waiversJensen HuangAI