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Nvidia director Mark Stevens sold $646.5 million worth of shares, putting short-term pressure on the stock. Meanwhile, Nvidia is aggressively securing AI chip testing capacity, tightening supply for …
NVIDIA CEO Jensen Huang claimed OpenAI trained its GPT-6 Astra model on roughly 100,000 Grace Blackwell NVLink72 systems, adding that 400,000 more GPUs are deploying next. While OpenAI stopped short …
Bloom Energy raised revenue guidance amid surging AI data center demand for its solid-oxide fuel cells. Expanding partnerships with Oracle and server makers highlight robust capital investment in AI …
Nvidia CEO Jensen Huang advocated for sovereign AI at the G20, framing AI as essential national infrastructure like electricity. This push aims to expand Nvidia's customer base beyond tech hyperscale…
Artisan Partners highlighted Lam Research and AMD as top Q2 contributors amid robust AI infrastructure demand. Semiconductor capital spending outlook for 2026 was raised to $140 billion, indicating s…
Dell Technologies shares surged after posting record Q2 revenue and EPS, driven by $60.9 billion in AI server orders and a $95 billion backlog. The company raised full-year revenue guidance to $192 b…
Nvidia delivered outstanding Q2 results with revenue surging 106% year-over-year to $96.2 billion and raised guidance. Favorable valuation metrics, new Vera Rubin shipments, and soaring AI data cente…
SoftBank-backed SB Energy filed for an IPO targeting $5 billion to $7 billion. Nvidia committed a $3 billion investment via a private placement and prepaid forward contract, securing massive AI infra…
India's E2E Networks secured a Rs 1,000 crore deal running through 2029 to supply sovereign AI infrastructure powered by NVIDIA Blackwell cloud GPUs. The contract underscores sustained international …
Nvidia announced a $3.5 billion investment in MediaTek to deepen their AI infrastructure and data-center partnership across a 10-year roadmap. Additionally, Melius Research boosted Nvidia's price tar…
MD Sass released its Q2 2026 investor update, highlighting continued gains in AI infrastructure stocks and initiating a new position in TD SYNNEX Corporation (SNX) to capitalize on hyperscaler server…
Jim Cramer highlighted surging data center and AI infrastructure demand spilling over into industrial power suppliers like Caterpillar. Reiterating bullish conviction on core tech holdings, Cramer ad…
Nvidia is investing $3.5 billion in chip designer MediaTek via convertible bonds to deepen collaboration on next-generation AI platforms. MediaTek will access Nvidia's NVLink Fusion ecosystem, enabli…
Nvidia expanded its collaboration with MediaTek, investing $3.5 billion in convertible bonds. MediaTek will adopt Nvidia's NVLink Fusion to develop custom AI chips, strengthening Nvidia's position in…
Nvidia posted phenomenal Q2 results with 106% revenue growth, driven by unrelenting AI demand. Broadcom is anticipated to report strong earnings on Sept 2nd due to its AI chip and networking opportun…
Nvidia is decoupling from the semiconductor sector, driven by explosive AI-related revenue growth and a negligible correlation with chip indices. Investors increasingly view NVDA as a standalone AI i…
IREN fell 6% after reporting a massive $639M writedown on old mining rigs, overshadowing significant AI cloud growth and contracted ARR reaching $4B. While this is a company-specific transition cost,…
Marvell's CEO highlighted a 'game-changing' custom silicon deal with Google, potentially generating billions in future revenue. Despite Marvell beating earnings expectations and raising its outlook, …
TrendForce projects Nvidia's AI rack-scale systems will generate over $710 billion by 2027, driven by soaring demand for powerful AI infrastructure. Shipments of advanced racks like GB300 and Vera Ru…
Nvidia CFO Colette Kress defended the company's practice of investing in AI startups that are also customers, dismissing concerns of 'circular financing.' Nvidia views this as building a robust AI ec…