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AMD's Data Center revenue doubled year-over-year behind surging AI GPU demand from hyperscalers like Meta and OpenAI. Management raised long-term growth guidance above 35% with EPS targets exceeding …
Nvidia crushed earnings expectations and provided exceptionally bullish forward guidance, shattering market fears of a slowdown in AI demand. The company's outlook for accelerated growth through fisc…
Amazon will deploy 3 million Nvidia GPUs between 2026 and 2028, signaling deep dependence on Nvidia despite AWS developing its own AI chips. The partnership extends beyond GPUs to AI factories, robot…
CoreWeave is scaling AI data center capacity rapidly toward 3.2 GW by 2027 with massive capex, validating relentless GPU demand. However, its $35 billion debt load and heavy interest burden present h…
CoreWeave's stellar Q2 results, featuring 112.5% revenue growth and a $104 billion backlog, signal that AI infrastructure spending remains robust. With capacity sold out and data centers reliant on N…
CoreWeave posted surging Q2 revenue and a $104.2 billion backlog, signaling persistent demand for AI computing infrastructure. Analysts at Wedbush and Jefferies remain bullish, highlighting short pay…
NVIDIA partnered with SB Energy to secure a 4.25-gigawatt AI data-center campus in Ohio dedicated to OpenAI, creating an estimated $600 billion revenue opportunity through 2030. The company also rewo…
GDS Holdings reported record AI-driven data center bookings, raising 2026 sales target to 1GW amid strong hyperscaler demand, though MRR pricing pressure continues and China GPU supply is only gradua…
CoreWeave surged 24.6% on strong Q2 backlog ($104.2B) and AI infrastructure demand, but shows high volatility—capturing 424% of market losses on down days versus 342% of gains, signaling elevated ris…
SMCI's Q4 beat was driven by a one-off margin spike from delayed GPU shipments, not demand strength. September guidance shows margins reverting to ~10.5% as volume returns, with $60B+ in orders signa…
Analyst Dan Ives highlights Microsoft's strong AI monetization, noting robust enterprise demand and a 5-6x capex revenue multiplier, signaling AI has entered a validated growth phase.
Oracle and Supermicro FY2026 results highlight AI infrastructure momentum—Oracle's $638B backlog and 93% cloud growth, Supermicro's margin doubling—though both burned significant cash, raising sustai…
CoreWeave, Nebius, and Supermicro reported blowout earnings, signaling unabated demand for AI infrastructure. Despite massive capital spending, investors shrugged off bubble fears, propelling shares …
Microsoft approved IREN's first AI data center (Horizon 1) under a $9.7B cloud deal, using Nvidia GB300 GPUs. This validates AI infrastructure demand and diversification away from Bitcoin mining amid…
Nvidia partnered with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to mobilize over $500B in financing for AI infrastructure, reframing GPUs as financeable, revenue-generating as…
Bullish thesis on IREN Limited highlights its pivot to AI Cloud infrastructure, $3.4B NVIDIA contract, Microsoft partnership, and 5GW power capacity, though execution risks and high short interest re…
Sovereign AI infrastructure buildout accelerates as Nvidia posts 92% data center growth with $91B Q2 guidance and AMD reports 107% data center growth with sovereign wins in India, Korea, and UAE.
Nvidia reports Q2 FY2027 earnings Aug 26. Despite past muted post-earnings reactions, strong AI capex from Alphabet, Amazon, and SpaceX suggests continued demand, positioning Nvidia favorably long-te…
Alphabet and Amazon raised 2026-2027 AI capex, boosting outlook for AI infrastructure stocks. Nvidia highlighted as top beneficiary due to GPU dominance, CUDA moat, and new LPU/networking growth driv…
Axe Compute (AGPU) signed a $1.5B, 5-year deal to deploy 9,200+ Nvidia Blackwell B300 GPUs, pushing 2026 contracts above $3B and highlighting robust demand for Nvidia's AI infrastructure chips.