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Articles and field reports exploring topics related to Samsung.
The AI chip selloff goes global after Samsung's earnings miss, with Micron shedding roughly $138 billion in market value in a single session as SK Hynix reportedly slows its HBM expansion. Amazon returns to the bond market for at least $25 billion to fund AI infrastructure—and other tech bonds sell off to make room—while DeepSeek is reportedly developing its own inference chip and Anthropic signs a 20-year, ~$19 billion data-center lease with TeraWulf in Kentucky. On the positioning side, AFRL awards Canyon Consulting $49.7 million to mature GPS alternatives, days after confirmation that the Space Force's Resilient GPS smallsat program is dead—an explicit pivot toward commercial PNT.
