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Nvidia CEO Jensen Huang defended a $3.5 billion convertible bond deal with MediaTek, rejecting circular financing concerns. The expanded partnership integrates Nvidia's NVLink Fusion into MediaTek's …
Nvidia entered a strategic partnership with MediaTek backed by a $3.5 billion convertible bond investment. The collaboration leverages Nvidia's NVLink Fusion platform for custom AI chips across cloud…
Alphabet reported blowout Q2 results with 24% revenue growth and 82% cloud growth. Despite a massive $84.75B capital raise, the stock is buoyed by surging Gemini usage, major AI partnerships, and ver…
Google partnered with Marvell to co-develop custom TPU chips and teamed up with Wix to integrate full website creation into Gemini. These strong AI hardware and software expansions outweigh regulator…
Microsoft shares rose following a strategic partnership with Nvidia to launch new AI-integrated PC chips. This collaboration reinforces Microsoft's leadership in the AI hardware-software ecosystem, d…
Amazon AWS will integrate Nvidia's NVLink Fusion in future AI chips and unveil AI Factories, boosting AI server performance and energy efficiency. New AWS servers deliver 4x computing power with 40% …
Microsoft plans a $5 billion investment in AI startup Anthropic, partnering with Nvidia in a $15 billion AI initiative tied to cloud and chip tech, signaling strong growth potential for Microsoft’s A…
Alphabet’s $10+ billion deal to supply Anthropic with custom TPUs will boost its AI cloud computing capacity and margins starting 2026, prompting analysts to raise revenue forecasts and stock targets.
Nvidia invested $5 billion for roughly 4% of Intel and agreed to jointly supply chips using NVLink, boosting Intel's manufacturing prospects and creating competitive pressure on AMD.