NVIDIA Corporation

SK hynix Inc.

Samsung Electronics Co., Ltd.

Alibaba Group Holding Limited

Brent crude oil prices jumped 3.8% amid continued uncertainty surrounding the US-led coalition to secure shipping in the Strait of Hormuz. Asia-Pacific markets rose on Tuesday, March 17, thanks in part to momentum from new Nvidia forecasts and partnerships. OpenAI is preparing a U-turn on code and business products. These and other topics are in our roundup of key events for the morning of March 17.

Morning Highlights: Brent back above $100, OpenAI changes strategy, Nvidia helped markets

Despite orders from Apple and Tesla, Samsung's contract business has generated multimillion-dollar losses in recent years

End of losses: Samsung shares jump on Nvidia CEO's words on new AI chips

The figure does not suggest a "stunning" acceleration in sales growth, according to Bloomberg

Nvidia predicted $1 trillion in AI chip revenue through 2027. The stock jumped briefly

Micron Technology, Inc.

The company has finalized a deal to buy a plant in Taiwan, but even this expansion of its capacity may not be enough to cover the increased demand for memory chips, Barron's writes

Micron shares jump 5% - chipmaker increases its capacity by nearly 20%

TPG Inc.

Brookfield Asset Management Ltd.

Reuters' interlocutors name TPG, Advent International, Bain Capital and Brookfield among the AI company's partners

OpenAI prepares $10 billion joint venture with private equity funds

Hua Hong Semiconductor Limited

JD.com, Inc.

Amazon.com, Inc.

Dubai has suspended operations at its main international airport after a drone strike caused a fire at a fuel tank near the terminal. US President Donald Trump said he is "demanding" that other countries contribute to the defense of the Strait of Hormuz. China's Hua Hong has developed 7nm chip manufacturing technology with Huawei, becoming the second company in the country after SMIC with such capabilities. These and other topics are in our review of key events on the morning of March 16.

Main by morning: Dubai airport halted operations, Trump awaits help in defending the strait

Knowledge Atlas Technology Joint Stock Company Limited

Minimax-wp

Tencent Holdings Limited

Baidu, Inc.

SenseTime Group Inc.

iFLYTEK CO.,LTD

A few years ago, the actions of Chinese AI developers were perceived as an attempt to catch up with American competitors. But now it is already a separate center of power: according to the latest data from Stanford University, China <a href="https://hai.stanford.edu/assets/files/hai_ai_index_report_2025.pdf">ranks</a> first in terms of the citation rate of AI publications. Beijing's official goal is to <a href="https://www.morganstanley.com/insights/articles/china-ai-becoming-global-leader">become the</a> world leader in AI by 2030. Roman Lukyanchikov, analyst at Freedom Broker, has written about how investors can bet on the growth of the Chinese AI sector.

China wants to become a leader in AI and is willing to spend billions. How to capitalize on it

Nebius Group N.V.

Oracle Corporation

Apple Inc.

The war in the Middle East has caused the biggest oil supply disruption in history, affecting about 7.5% of global supply. An investment boom brought 45 new billionaires linked to AI companies to the Forbes ranking. Nvidia announced a $2 billion investment in Arkady Volozh's cloud AI company Nebius to develop computing power and "AI factories." The main events of March 9-13 are in our review.

Highlights of the week: oil supply disruption, Nvidia and Nebius deal, new billionaires

Meta Platforms, Inc.

Alphabet Inc.

It lost in tests to AI from Google, OpenAI and Anthropic

'A new era for humanity' will be delayed: Meta postpones launch of new AI model - NYT

JPMorgan Chase & Co.

The largest U.S. bank will cut back on the amount of funding it provides to private lending funds secured by the business loans they issue

JPMorgan discounted loans to software developers. How does this threaten the stock market?

Microsoft Corporation

The trigger for the downturn will be a sharp stock market correction that will finally destroy the so-called wealth effect, says an economist who has long tracked recession risks

Wobbly crutches: why does a renowned economist see the risk of a US crisis in 2027?

Commercial data centers (CDCs), on which companies are now spending billions of dollars and which have become scarce during the artificial intelligence revolution, have been the target of Iranian attacks. Three Amazon centers in the UAE and Bahrain were affected. Will this change AI investment in the Middle East?

Artificial intelligence (AI)