SK Hynix says it will significantly expand production of AI-focused memory chips, highlighting how surging demand from data centres is reshaping the semiconductor industry.

The Pentagon and AI sector face growing risks from reliance on China batteries, as energy storage becomes critical to defense systems and AI data centers.

OpenAI has achieved nearly 70% compute margins on enterprise sales, signaling a major shift toward profitable, scalable AI services driven by optimized infrastructure and enterprise-focused pricing.