Amkor Technology, Inc. (AMKR) Secures $3B Multi‑Year Capacity Agreements With NVIDIA

CrowdStrike (CRWD) shares rose 1.5% after announcing an expanded partnership with NVIDIA to enhance AI-native security by integrating threat detection into NVIDIA's hardware and software. The collaboration aims to better protect AI systems from attacks.

Dell Technologies' stock rose 6% premarket Wednesday after announcing an expanded AI Factory with Nvidia, including new AI solutions and infrastructure. Over 6,500 enterprises have adopted the platform, up from 5,000 last quarter. New offerings support various AI models and observability tools. According to Dell.

Dell Technologies (DELL) shares rose 6% premarket after announcing an expanded AI partnership with Nvidia (NVDA), including AI solutions, deskside products, and data center infrastructure. The collaboration aims to drive ecosystem innovations and AI advancements.

Amkor Technology's shares rose 10% premarket after announcing a $1.3B agreement with Nvidia to expand production capacity in South Korea, marking a multi-year commitment.

Nvidia CEO Jensen Huang estimated a $50B cost for a 1GW AI factory, including infrastructure and equipment. CoreWeave (CRWV), Nebius (NBIS), and IREN are expanding AI capacity amid financing concerns. CRWV stock fluctuated, while NBIS and IREN gained in pre-market trade. Nvidia partnered with Dell (DELL), HPE, and others for its DSX POD launch, investing $10B in Europe.

Nvidia (NVDA) CEO Jensen Huang introduced DSX POD, a system to accelerate AI data center deployment, estimating a 1-gigawatt facility costs $50 billion and generates $40 billion in annual revenue. NVDA shares rose 2% in pre-market trade. The system, available in early 2027, integrates computing, networking, and cooling into a single design, aiming to reduce deployment time from six months to 14 days. Nvidia collaborates with partners like Dell (DELL) and HPE (HPE) on the project.