The chip giant is buying the AI world-modeling startup founded by Dr. Fei-Fei Li, putting the prominent researcher in charge of AMD's AI research.

The chip giant's acquisition of the open-source AI hub validates a decade-long bet and reshapes the competitive landscape for every AI company.

In Friday's Wall Street debut, SK Hynix turns AI RAM demand into a $26.5B fundraising moment that rewrites comps.

The chip giant filed for a Nasdaq listing plan that could raise $29.4 billion, instantly reshaping investor expectations.

Fiscal Q3 results crush estimates, prove AI memory is rewriting Micron's margins, and change the momentum math for the whole chip stack.