Supply Chain catalysts
Supply Chain catalysts and events, newest first.
DateCardAvg 5d
- 2026-08-31X-Energy deploys AI reactor design across 11.5 GW commercial pipelineXE
- 2026-08-31X-Energy Builds 11.5GW Advanced Reactor Pipeline With Amazon and Dow DeploymentsAMZN DOW XE-1.08%
- 2026-08-31Boeing SPEEA union authorizes October strike as 737 output reaches 47 per monthBA+1.42%
- 2026-08-31Caterpillar backlog reaches record $72B on datacenter generator demandCAT CVX+2.62%
- 2026-08-31Boeing engineers authorize October strike as 737 production hits 47 monthly rateBA+1.42%
- 2026-08-30Arm Expands AI Compute Architecture Penetration Across Cloud and EdgeARM
- 2026-08-30Arm Expands Architecture Licensing Footprint Across Data Centers and AutomotiveARM
- 2026-08-30ARM Expands AI Architecture Licensing into Data Center and Auto VerticalsARM
- 2026-08-30Nvidia Datacenter Sales Hit $89B in Q2 as Partner Infrastructure Portfolio Tops $63BNVDA+5.89%
- 2026-08-30Bloom Energy Fuel Cell Backlog Expands 2.5x on Datacenter Off-Grid Power DealsBE
- 2026-08-30Bloom Energy Expands AI Power Backlog 2.5x as Quarterly Revenue Tops $1BBE
- 2026-08-30Bloom Energy Backlog Surges 2.5x as Hyperscalers Procure Off-Grid Fuel CellsBE NVDA+5.89%
- 2026-08-30Nvidia Data Center Clears $89B in Q2 FY2027 as Infrastructure Ecosystem ExpandsBE NVDA TSM+4.31%
- 2026-08-29AI infrastructure off-balance-sheet commitments and data center power demand surgeBE CEG
- 2026-08-29Bloom Energy Fuel-Cell Backlog Grows 2.5x on Data Center Grid BottlenecksBE
- 2026-08-29Dell Expands Fiscal 2027 AI Server Target to $60B on $51.3B Order BacklogDELL+14.88%
- 2026-08-29Bloom Energy revenue clears $1B as AI data center fuel cell backlog grows 2.5xBE CEG
- 2026-08-28NVDA's $279B supply commitments concentrate pressure on DRAM/NAND suppliers000660.KS MU+8.98%
- 2026-08-28CFM LEAP Engine Deliveries Increase 41% in H1 2026 to Support Jet OutputBA GE+1.16%
- 2026-08-28CFM International LEAP engine deliveries rise 41% in 1H 2026BA GE SAFRY+1.16%
- 2026-08-27Nvidia expands beyond GPUs into AI data-center infrastructureBE
- 2026-08-27Ford Partners with Geely on European EV Platform for 2029 LaunchF GELHY
- 2026-08-27Camus Energy selected for Google program to demo AI grid software to Duke and PG&EDUK PCG
- 2026-08-27AMD Upgraded at Raymond James on 80%+ H2 Server CPU GrowthAMD INTC+7.69%
- 2026-08-27Bloom Energy Secures $20B Order Backlog for AI Data Center Solid Oxide Fuel CellsBAM BE
- 2026-08-27Camus Energy Partners With Google to Pilot AI Grid Software at Major UtilitiesDUK EIX PCG
- 2026-08-27Bloom Energy Builds $20B Fuel Cell Backlog for AI Data Center Power NeedsBAM BE
- 2026-08-26AI Server Prices to Rise 15% in 2027 as Memory Costs SurgeGOOGL+1.35%
- 2026-08-26AI Server Prices to Rise 15% in 2027 Amid Surging Memory CostsMU+1.88%
- 2026-08-26AI Server Prices to Rise 15% in 2027 on Memory CostsNVDA+7.04%
- 2026-08-26Bloom Energy Expands Solid Oxide Fuel Cell Backlog to $20B on Data Center Power BottlenecksBAM BE
- 2026-08-26Marvell Clinches $12.2B Custom AI Chip Deal with Google Ahead of Q2 PrintMRVL-15.76%
- 2026-08-26Micron CEO Cites 50% Data Center Memory Supply Deficit as AI Drives Structural DemandMU SOXX-0.41%
- 2026-08-26AMD Unveils MI455X with 432GB Memory Amid Rising HBM4 Input CostsMU+1.88%
- 2026-08-25AMD commits $10 billion to Taiwan for advanced packaging through 2029AMD TSM-2.45%
- 2026-08-25TSMC Positioned for Growth on Nvidia Orders and Potential 15% Price HikesTSM-0.82%
- 2026-08-25Alphabet expands custom AI chip partnership with Marvell, pressuring BroadcomAVGO MRVL-4.42%
- 2026-08-24AMD Commits $10B to Taiwan for Advanced Packaging Expansion Through 2029TSM+1.27%
- 2026-08-24AMD Commits $10B to Taiwan for Advanced Packaging ExpansionAMD+3.06%
- 2026-08-24Broadcom Faces Long-Term Risk as Google Expands Marvell PartnershipAVGO MRVL-2.23%
- 2026-08-23Hyperscalers Forecast $750 Billion AI Infrastructure Spend in 2026AMZN CMI+3.02%
- 2026-08-23Hyperscalers to Spend $750B on AI Infrastructure in 2026AMZN CMI+3.02%
- 2026-08-22Hyperscalers Projected to Spend $750 Billion on AI Infrastructure in 2026AVGO CMI+0.09%
- 2026-08-20Morgan Stanley Warns of 38-Gigawatt AI Power ShortfallGEV OKLO-1.26%
- 2026-08-17Memory Emerges as AI Rate Limiter; SK Hynix Surges 20%MU SKHY-10.01%
- 2026-08-17Memory identified as rate limiter for agentic AI systemsMU SKHY-10.01%
- 2026-08-17TSMC Positioned as Primary Beneficiary of $600B Hyperscaler CapexTSM-4.84%
- 2026-08-14Nvidia Secures Physical AI Coalition with 7 Japanese Industrial GiantsNVDA SFTBY-4.64%
- 2026-08-14Hyperscaler 2026 Capex Projections Revised Upward to $733 BillionNVDA-4.64%
- 2026-08-13Nvidia Secures 7 Japanese Industrial Giants for Physical AI CoalitionSFTBY
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