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Hut 8 is developing a Texas data center leased by Nvidia under a $35 billion cloud computing deal involving Anthropic and Lambda, reinforcing strong demand for AI infrastructure and cloud expansion.
HIVE Digital signed a five-year, $350 million AI cloud computing agreement deploying 2,016 Nvidia Blackwell Ultra GPUs at its British Columbia facility. The contract will generate approximately $70 m…
Meta Platforms is poised for a strong earnings rebound driven by robust digital advertising growth, an attractive low valuation trading at a P/E of 19, and potential announcements regarding a new AI …
SpaceX is reportedly negotiating a multi-billion-dollar AI computing deal with the Pentagon, following similar agreements with Alphabet and Anthropic. This could help offset xAI's heavy losses and bo…
CoreWeave announced a multi-year partnership with AI search engine Perplexity to use Nvidia-powered cloud infrastructure for AI workloads, boosting the company's stock despite previous losses.
IREN's disappointing crypto mining earnings raise concerns despite AI pivot; Microsoft secures cloud capacity deals, fueling confidence in AI cloud growth.
Nvidia’s stock jumped over 3% after strong Micron earnings and increased AI demand. Morgan Stanley names Nvidia a top semiconductor pick for 2026, supported by large AI GPU deployments and growth in …
Taiwan unveiled a new cloud computing center featuring Nvidia's latest H200 chips to boost AI and HPC, with analysts rating NVDA as an outperform and targeting a 38% price upside.
OpenAI projects over 220 million weekly paying ChatGPT users, highlighting strong growth potential that positively impacts Microsoft as a key partner.
Tesla and Nvidia gain as Baidu emerges as a dominant AI player in China, leveraging strong AI cloud, robotaxi, and search businesses amid a rebounding Chinese economy and expanding AI market.
Microsoft’s Azure cloud grew 40%, surpassing estimates driven by AI demand, while Nvidia leads as the top chipmaker fueling the AI boom. Microsoft’s revised OpenAI deal and AI investments support ong…
Alphabet is negotiating a multibillion-dollar cloud computing deal with Anthropic, signaling strong growth potential ahead of its Q3 earnings report on October 29.