The article opens with SpaceX committing up to $40 billion of callable debt to buy Nvidia GPUs, while saying funding has "almost entirely" dried up for less established data center players. It highlights Samsung Electronics, Delta Electronics and SK hynix, which supply memory chips, power and cooling systems, and HBM for AI data centers. Samsung generates most revenue from Device Solutions at ₩286.4 trillion and has a market cap of ₩1,359.8 trillion, but its stock fell around 32% from its peak due to recurring margin calls and KRW instability. Delta Electronics has a market cap of NT$4,052.2 billion, and server power and cooling products recently accounted for more than 30% of its revenue, while SK hynix, valued at ₩929.3 trillion, cites management's outlook for DRAM demand growth of over 20% in 2026. The article also flags that slower AI infrastructure spending could affect pricing and margins.
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NVDAdata centerssemiconductorsAI investment
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Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/26/2026 | 215.98 |
| Change that session | +2.38% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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