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Bloomberg

Memory Chip Frenzy Sends SK Hynix, Micron Into $1 Trillion Club

Bloomberg News semiconductors reporter Ian King said that investors believe that the chip frenzy that has spurred korean companies SK Hynix and Micron into the the $1 trillion market cap club is not going to end anytime soon, despite history warning differently. King said that despite common wisdom saying the surge must end, there is 'a groundswell of opinion' from companies that this situation could be different

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Bloomberg

Compute Market is Broken: Midha

Anjney Midha, founder of AMP, founding investor of Anthropic, and former general partner at Andreessen Horowitz, joins Dani Burger on "Bloomberg Deals." AMP aims to secure 1.3 GW of compute for the independent ecosystem over the next four years, deploying roughly $40B across equity, debt, and structured capital.

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