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Mega-cap Tech earnings will reveal whether AI has staying power: Neuberger

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Adlink posts record 2Q revenue on rising edge AI demand

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Samsung expects 1,800% operating profit leap on AI boom

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Sandisk Stock Plunged 14% in a Day. Is the AI Memory Boom Cracking?

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Samsung posts 19-fold jump in profit, but AI demand concerns hit shares

Business Standard - India
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AI server demand tightens power device supply as lead times stretch to 270 days

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TeraWulf signs 20-year Anthropic AI infrastructure lease worth US$19B

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CIO.com
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