Nvidia Is Spending Big On its Supply Chain | AI & Business for May 12
By Dan Gallagher Publication Date: 2026-05-12 16:00:00 Plus, OpenAI’s employee payouts and tech’s growing unemployment
Tag: SUPPLY
Arete Oracle upgrades to “Buy” due to supply shortages
By TheFly Publication Date: 2026-05-07 20:16:00 Arete analyst Adam Shepherd upgraded Oracle (ORCL) to Buy from Neutral with a price…
How to Invest in AMZN Stock as Amazon Launches AWS 2.0 — Amazon Supply Chain Services
Toward the end of March 2026, Amazon (AMZN) stock briefly traded below $200 per share. From those levels, though, the…
Introducing Amazon Supply Chain Services: Amazon’s logistics network, now open to every business
“Amazon is bringing the infrastructure, intelligence, and scale of its supply chain services—proven over decades—to businesses everywhere, much like Amazon…
Nvidia’s exposure to Asian supply chains for components hits 90% of its production costs — marked increase from 65% could intensify as physical AI adds even more exposure
By Luke James Publication Date: 2026-05-04 13:25:00 Asian suppliers now represent roughly 90% of Nvidia’s production costs, up from about…
Amazon Supply Chain Services opens logistics to all businesses
Procter & Gamble, 3M, Lands’ End, and American Eagle Outfitters are among the first companies to sign up https://qz.com/amazon-supply-chain-services-logistics-network-all-businesses-050426
Apple is increasing the starting price of the Mac Mini as AI frenzy exhausts supply
By Chris Welch, Mark Gurman Publication Date: 2026-05-03 21:36:00 The company is effectively increasing the price by removing the entry-level…
Nvidia’s pivot to physical AI ignites rally across Asian supply chain
By Simon Mugo Publication Date: 2026-05-03 02:34:00 Nvidia’s pivot to physical AI ignites rally across Asian supply chain
Oracle Corp. (ORCL) signs $1.65 billion supply deal with Australian modular data center manufacturer
By Catherine Talavera Publication Date: 2026-05-01 14:35:00 Oracle Corp. (NYSE:ORCL) is one of the The 10 Best AI Stocks to…
Cisco Introduces Model Provenance Kit to Strengthen AI Supply Chain Security
By Ken Underhill Publication Date: 2026-04-30 19:57:00 Organizations are rapidly adopting AI models, but many still lack visibility into where…