Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
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NVDA
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Nvidia (NVDA) Soars as OpenAI Gigawatt Data Center Plans Signal $35B Hardware Orders | GuruFocus | Login to see the signal | |
NVDA: Nvidia Faces Massive Tailwinds from OpenAI Data Center ExpansionSummaryOpenAI is planning gigawatt-scale data centers including a possible one-gigawatt site in India, potentially driving massive Nvidia hardware orders (~$35B per site) and strengthening demand despite financing, energy, and competition risks. |
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NVDA
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Nvidia (NVDA) Soars on Musk Forecast of 50M H100 Chips, Sparking AI Demand Surge | GuruFocus | Login to see the signal | |
Elon Musk Predicts 'Billions' of AI Chips--Nvidia on Path to Record-Breaking DemandSummaryElon Musk said xAI could need 50 million Nvidia H100-class chips within five years, possibly billions later, implying massive infrastructure spending across chips, networking, memory and power while highlighting supply-chain and energy risks. |
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NVDA
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NVIDIA (NVDA) Demand Soars as IREN Orders Thousands of Blackwell GPUs | Zacks | Login to see the signal | |
Buy, Sell or Hold IREN Stock? Key Tips Ahead of Q4 EarningsSummaryIREN is expanding bitcoin mining and AI cloud capacity, buying thousands of NVIDIA Blackwell GPUs and growing data centers; revenue and margins rose on bitcoin gains. Stretched valuation and competition keep IREN a Hold despite hardware-driven growth. |
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NVDA
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Nvidia (NVDA) Soars on Saudi Humain Deal for 18,000 AI Chips and Data Center Buildout | GuruFocus | Login to see the signal | |
Nvidia, AMD, Qualcomm Gain Spotlight in Saudi-Backed AI Infrastructure PushSummarySaudi-backed Humain will build large AI data centers and has approval to buy 18,000 Nvidia AI chips (pending US clearance), boosting long-term demand for Nvidia while partnering with AMD, Qualcomm, Cisco and Groq. |
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