Nvidia will invest $1 billion in Naver, acquiring a 4.5% stake to expand a South Korean AI data centre, deepening its global AI infrastructure push and expanding its sovereign AI customer base.
IREN signed $2.8B in new AI cloud contracts, raising its 2026 ARR target to over $4B. Shares jumped 15% as the bitcoin miner pivots toward AI infrastructure, partnering with Microsoft and NVIDIA.
AMD's July 22 Advancing AI event could catalyze the stock via raised guidance, a possible Anthropic GPU deal, and CPU/GPU roadmap updates, with analysts bullish on data center demand and market share…
Alibaba will open AI-focused data centers globally, unveiled the Qwen3-Max model, and announced a partnership with Nvidia to accelerate AI infrastructure and model training.
Zacks highlights Nvidia's breakout after a landmark OpenAI partnership committing up to $100B and 10GW of deployments, boosting AI-driven demand and record highs while warning of rich valuations and …