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Oracle validated Jensen Huang's bullish stance on AI hardware durability, reporting that older GPUs were renewed or resold at a 20% premium. Oracle also deployed over 300,000 GPUs with 97.9% utilizat…
NVIDIA and Palantir unveiled a joint sovereign AI stack to optimize supply chain logistics for the Vera Rubin platform. NVIDIA acts as customer zero, deploying the solution to tackle bottlenecks acro…
Nvidia slid 2.5% despite startup d-Matrix joining its NVLink Fusion ecosystem. D-Matrix plans to connect its Raptor inference processors into Nvidia's rack-scale infrastructure by 2027. While reinfor…
Fabrinet's AI data center revenue surged 68% year-over-year, driven by robust demand from key customers including Nvidia. Despite accelerating growth and manufacturing capacity expansion, the stock h…
Hewlett Packard Enterprise reported strong Q3 results with revenue jumping 34% year-over-year to $12.2 billion, fueled by booming AI server and networking demand. Surging order backlogs and expanding…
Stewart Asset Management reported strong Q2 performance and highlighted a new stake in optical networking firm Lumentum Holdings. The fund cited robust AI infrastructure spending and multi-year data …
AMD is accelerating AI adoption via MI355X deployments with partner Humain and revealing Ryzen AI Halo. Independent benchmarks show MI355X achieves approximately 80% of Nvidia B200 inference throughp…
Dell reported a massive $95 billion AI server backlog alongside record conventional server and storage revenue. Surging enterprise order books and raised fiscal guidance underscore insatiable demand …
Cisco reported record AI networking orders of $4 billion driven by hyperscaler demand. Management highlighted early stages of an AI networking super cycle and double-digit security growth, despite re…
Nvidia increased future supply and capacity commitments to $279 billion, budgeting $267 billion primarily for memory through fiscal 2029. This underscores massive multi-year visibility and sustained …
Broadcom and AMD offer distinct AI investment profiles. Broadcom functions as a steady infrastructure play backed by a massive $73 billion custom ASIC backlog, while AMD serves as a high-risk, high-r…
Google expands custom AI silicon partnership with Marvell in a deal potentially worth $120 billion through 2033. The partnership accelerates Google's proprietary AI accelerator infrastructure while l…
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…
AMD and Cisco launched a live AI platform in Saudi Arabia with HUMAIN, deploying Instinct MI355X GPUs and EPYC CPUs. The partnership targets adding 250MW by 2027 and scaling up to 1GW by 2030, signif…
AMD, Cisco, and HUMAIN launched an AI infrastructure platform in Saudi Arabia powered by AMD Instinct MI355X GPUs and EPYC CPUs. The partnership plans to deploy 250 MW of capacity by 2027 and target …
AI semiconductor startup Etched reached a $21 billion valuation with backing from Jane Street and booked over $1 billion in chip orders. The startup, which heavily poached top Nvidia engineers, claim…
Monolithic Power Systems received strong analyst upgrades driven by soaring demand for AI power solutions supporting Nvidia's next-generation chips. MPWR raised full-year enterprise data growth guida…
Voya Investment Management highlighted resilient US market performance driven by AI technology adoption and strong capital expenditure in Q2 2026. The fund's top contributor, TTM Technologies, surged…
HIVE Digital signed a $350 million, five-year enterprise cloud agreement to deploy 2,016 NVIDIA Blackwell Ultra GPUs in GB300 NVL72 racks with Quantum-X800 InfiniBand networking, requiring approximat…
Supermicro beat Q4 EPS estimates despite lighter revenue, and issued strong guidance for the current quarter, signaling robust AI server demand that benefits GPU suppliers like Nvidia and AMD.