Los dos gigantes coreanos invierten masivamente en chips HBM para IA - mientras se acumulan señales de exceso de oferta en el DRAM estándar. ¿Apuesta estructural o error de ciclo?
Jul 1, 2026 at 09:39 7 8
Tres señales en 24 horas sobre los semiconductores de IA - Marvell +5 mil millones de dólares en guidance, Micron supera a Nvidia en un indicador clave, Coherent se reposiciona en la deflación compute. La liquidación tecnológica de junio da paso a una selectividad brutal.
Jun 28, 2026 at 15:39 9 8
CoreWeave firma un contrato de almacenamiento multi-exaoctetos con Backblaze por 355 M$. En un mercado donde Argentum AI acaba de conseguir 4,100 Md$ para 27,000 GPU GB300, la verticalización se convierte en la respuesta estratégica a las tensiones de liquidez —y a los hyperscalers. [ENCADRE titre="Contexto del mercado"] [ENCADRE contenu="La demanda de infraestructura de IA sigue superando la oferta, lo que lleva a los actores especializados a buscar soluciones alternativas para escalar sin depender exclusivamente de los hyperscalers tradicionales."]
Jun 25, 2026 at 03:01 10 10
El Nasdaq-100 perdió más de un 3 % en una sola sesión, arrastrado por Nvidia, AMD y Micron. La corrección mundial de la tecnología se consolida: mecanismos de repricing, rotación hacia el value y posicionamiento para lo que viene. [ENCADRE titre="Mecanismos clave en juego"] [ENCADRE contenu="Repricing de las valoraciones, salida de flujos de los sectores de crecimiento y búsqueda de refugio en activos más defensivos."]
Jun 24, 2026 at 18:35 9 8
In the AI compute value chain, CoreWeave outsources its storage infrastructure to Backblaze for $355M. A deal that reveals how specialized GPU cloud stacks are built outside hyperscalers.
Jun 24, 2026 at 18:35 8 8
Argentum AI secures a $4.1 billion contract with an anonymous client to deploy 27,000 Nvidia GB300 GPUs. A deal that repositions specialized AI cloud players against hyperscalers and intensifies compute market consolidation.
Jun 24, 2026 at 10:00 12 8
Nvidia GPUs under embargo are trading at more than double their official price on China's gray markets-proof that Chinese AI demand far outstrips legal supply, and that sanctions create a scarcity market as much as they curb it.
Jun 24, 2026 at 10:00 10 8
Nasdaq-100 -8.4% since the June 16 peak, Nvidia -12%, AMD -9%, Micron -11% over the week. This is not an ordinary technical correction: it's the brutal repricing of long-duration assets under the effect of Warsh rates, amplified by disappointment over the short-term ROI of AI capex.
Jun 24, 2026 at 10:00 11 6
A specialized cloud GPU provider signs one of the largest publicly disclosed AI infrastructure contracts-and the client's anonymity may be the real strategic insight.
Jun 23, 2026 at 21:45 5 4
Nvidia is drawing attention to GPUs. Marvell is quietly capturing AI growth through interconnects and custom ASICs for hyperscalers. A niche positioning with high operational leverage-and still undervalued by the market.
Jun 23, 2026 at 04:29 8 5
CoreWeave's growth is real-and so is its liquidity problem. The latest report confirms that GPU infrastructure for AI is being financed at a cost of capital that threatens margins as scale increases.
Jun 23, 2026 at 04:28 9 5
The GPU-cloud platform favored by large language models is experiencing a "liquidity shock," revealing a structural tension in AI infrastructure: scale ≠ solvency.
Jun 23, 2026 at 02:45 6 5
