SK hynix reportedly discussing US memory chip manufacturing with Intel — options include leasing Ohio plant or forming joint venture with other AI hyperscalers
AI hyperscalers move to secure long-term uranium supply from mining companies
GPU depreciation could be the next big crisis coming for AI hyperscalers — after spending billions on buildouts, next-gen upgrades may amplify cashflow quirks
'Big Short' investor Michael Burry accuses AI hyperscalers of artificially boosting earnings
Lightmatter’s $400M round has AI hyperscalers hyped for photonic data centers
