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By Mitthan Meena | Oplexa Insights April 2026 | 11 Min Read Five years. One contract. And a message to every chip company in the world: Google is not going
Samsung Memory Chip AI: The $26.9B Quarter That Changes Everything
By Mitthan Meena | Oplexa Insights Mar 2026 | 18 Min Read Everyone is watching NVIDIA. Nobody is watching the company that makes NVIDIA possible. Samsung just delivered what may
Custom ASIC Market 2026: Why Hyperscalers Are Ditching NVIDIA
By Carter James | Oplexa Insights Mar 2026 | 18 Min Read NVIDIA built a $4.6 trillion empire selling one product: the world’s most powerful AI chip. But the companies
Micron’s $25B Bet: Why AI Memory Is the Next Semiconductor Gold Rush
By Carter James | Oplexa Insights Mar 2026 | 16 Min Read What if the real AI bottleneck was never the GPU? While the world debated NVIDIA vs AMD and custom