Nvidia's $1.5B Amkor deal: the US packaging leg finally gets its capex
Nvidia signs $1.5B with Amkor for advanced packaging in the United States. The compute AI bottleneck rises one notch towards the sovereignty of the back-end.
2 h ago 8 9
Nvidia signs $1.5B with Amkor for advanced packaging in the United States. The compute AI bottleneck rises one notch towards the sovereignty of the back-end.
2 h ago 8 9
Anthropic added rupee pricing for Claude in India. Small operational change, real strategic meaning - the fight for the Indian market is now about payment rails and taxation, not model quality.
Jul 16, 2026 at 08:48 30 9