Nvidia locks down memory supply from SK Hynix as part of $500 billion AI deal

Source: www.cnbc.com · Section: business-tech · Bias: Center-Right · Published: Sat, 25 Jul 2026 05:00:01 GMT

Nvidia is aggressively securing supply of high-bandwidth memory, an essential component for its GPUs and systems.

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The same story across the political spectrum (4 sources)

Center: This semi stock just struck a deal with Nvidia . UBS sees big gains ahead — cnbc.com
Center-Right: Nvidia and Palantir urge US not to ban ‘open’ AI models after China scare — www.ft.com
Center-Right: Nvidia, Microsoft, Meta warn against 'premature restrictions' of open-weight models — www.cnbc.com
Right: Nvidia, Microsoft urge US to avoid broad restrictions on open AI models — www.foxbusiness.com

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