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AI & Enterprise

Marvell, Flex to join S&P 500 on June 22, boosting tech presence

Marvell Technology and Flex will join the S&P 500 index on June 22, replacing Pool and Campbell’s Company, CNBC reported. Marvell makes semiconductor components and products used to expand artificial intelligence infrastructure, while Flex is an electronics contract manufacturer. Shares rose after the announcement, with Marvell up 5 percent and Flex up 4 percent in after-hours trading. Flex provides manufacturing services to major tech firms including Apple and Nvidia.

Industry

Memory shortage shadow looms over Computex 2026 as HBM4 supply race intensifies

Computex 2026, to be held in Taipei on June 2 to 5, carries the theme \"AI Together\" and will feature 1,500 companies across 6,000 booths. The article says a key focus is the fight to secure supplies of high-bandwidth memory HBM4 for next-generation AI accelerators, alongside sensitivity to DRAM and NAND price volatility. Keynotes from Nvidia, Qualcomm, Marvell and Intel are seen as signaling demand and supply conditions.

AI & Enterprise

Nvidia emerges as major investor in AI ecosystem, puts in $40 billion this year

Nvidia is sharply increasing investment across the AI infrastructure supply chain, CNBC reported. The company has already made investment commitments of more than $40 billion in 2026 and is expanding its portfolio to listed companies. This week, it secured rights to invest up to $2.1 billion in data centre operator IREN and up to $3.2 billion in fibre optics company Corning. CEO Jensen Huang said it is not picking winners and aims to broaden the ecosystem.