Micron overtakes Meta, Tesla in market value amid relentless AI infrastructure demand reut.rs/4bcu31N
Strong ASML, TSMC forecasts signal AI spending boom is intact reut.rs/4myC71r
Micron, Anthropic sign AI infrastructure supply agreement reut.rs/4b4AXGh
  submitted by   <a href="https://www.reddit.com/user/andix3"> /u/andix3 </a> <br /> <span><a
Memory maker Kioxia sees $8.2 billion Q1 profit on AI boom reut.rs/4dek3a0
Applied Materials sees quarterly revenue above estimates on sustained AI spending reut.rs/4uTHvzk
Micron unveils $10 billion AI memory research lab in Boise reut.rs/4zo5dXf
Insight: China’s memory chip makers ride AI boom to new power — and U.S. scrutiny reut.rs/3TdM4a4
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