WS #14265
Nvidia commits up to $105B to OpenAI's Ohio data center and $1.5B to SB Energy, with OpenAI securing 8GW capacity, reinforcing AI infrastructure demand. US pressure to keep Apple away from Chinese DRAM drives memory stocks (MU, SNDK) higher, with SanDisk up 45% and Micron crossing $1,000.
AI infrastructure boom
Nvidia commits up to $105B to OpenAI's Ohio data center and $1.5B to SB Energy, with OpenAI securing 8GW capacity, reinforcing AI infrastructure demand.
US pressure to keep Apple away from Chinese DRAM drives memory stocks (MU, SNDK) higher, with SanDisk up 45% and Micron crossing $1,000.