- The VanEck Semiconductor ETF now includes major players in the sector, including Intel, Broadcom, Applied Materials, Lam Research, Nvidia, Micron Technology, and AMD.
- Major AI chipmakers including Nvidia, AMD, Intel, and Micron are facing intense rivalry and high demand from hyperscalers for specialized AI hardware and memory products.
AI data centres require specialised computer kit.
1 report, 1 independent
Updated Jul 3
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What happened
AI data centres require specialised computer kit.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- TTM Technologies supplies components for AI data centers.Sub-event
AI data centers require specialized computer kit, involving Intel and Amazon.1 source
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Part of
Major AI chipmakers including Nvidia, AMD, Intel, and Micron are facing intense rivalry and high demand from hyperscalers for specialized AI hardware and memory products.Also in this story
- Nvidia, Schneider Electric, and AMD are leveraging partnerships to establish a liquid cooling solutions factory in Bengaluru, capitalizing on surging AI demand in India.
- Intel maintains a higher valuation than Nvidia, while its revenue growth lags behind AMD's.
- Intel and AMD contributed to a broad-based rally in semiconductor stocks, leading the Nasdaq composite rally on September 17, 2026.
- AMD and Nvidia increase prices for services utilizing their respective AI hardware, including EPYC CPUs and H100/B300 GPUs.
The entities involved
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- Oracle and Amazon are competing with other companies for the necessary power and capacity to run their AI data centers.
- Europe faces debate and legal action regarding a moratorium on new data center buildout due to AI boom costs.