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Xanadu and AMD co-released Backline, an open-source solution within PennyLane bridging quantum processors with classical hardware. Delivering sub-3 microsecond latency, it leverages AMD EPYC CPUs, In…
Baron Capital highlighted Taiwan Semiconductor Manufacturing Company's stellar performance, citing 35% YoY revenue growth and 58% EPS growth fueled by massive AI accelerator demand. TSMC raised its f…
Sustainable Growth Advisers highlighted TSMC as a premier long-term AI beneficiary. Surging demand for advanced logic, AI accelerators, and CPUs continues to expand foundry capacity needs, reinforcin…
AMD plans to invest £2 billion in the UK over five years to boost its AI ecosystem. The initiative focuses on research partnerships, advanced computing infrastructure, and energy-efficient AI project…
MARA Holdings sold over $1 billion in Bitcoin to repurchase discounted convertible debt, reducing leverage and shifting focus toward AI and HPC infrastructure, signaling continued Bitcoin selloff amo…
Roche expands its AI infrastructure with 2,176 new NVIDIA Blackwell GPUs, enhancing drug development and diagnostics through AI-powered computing across R&D, manufacturing, and healthcare, reinforcin…
HIVE Digital is scaling back Bitcoin mining in Sweden due to tax and regulatory challenges, shifting focus to expanding AI and high-performance computing infrastructure in Europe and Canada.
Australian AI startup Firmus clinches a multi-billion GPU contract with Nvidia for a major new data center, signaling strong high-performance computing demand and boosting Nvidia’s revenue potential …
Bitcoin miners like IREN are pivoting toward AI data center infrastructure amid a challenging crypto market, signaling strong capital deployment potentially driving a new growth supercycle for BTCUSD.
Nvidia shares rose following Alphabet's increased AI infrastructure spending guidance, supporting sustained demand for Nvidia’s GPUs. Goldman Sachs reaffirmed a Buy rating, citing strong revenue grow…
Nvidia launched open-source AI models to speed up weather forecasting, targeting industries like insurance with faster, cheaper, and accurate climate predictions.
Nvidia launched the Rubin platform to improve AI computing efficiency amid persistent GPU scarcity through 2026, benefiting hyperscale data centers and indirectly supporting decentralized GPU network…
Commonwealth Fusion Systems partners with NVIDIA and Siemens to develop a digital twin for its SPARC fusion machine, enhancing simulation capabilities.
HUMAIN received its first shipment of NVIDIA’s latest AI GPU chips, accelerating deployments of large-scale AI infrastructure in Saudi Arabia and the US, reflecting NVIDIA’s growing dominance in sove…
Semiconductor stocks, led by NVIDIA, are rallying due to surging AI spending and high-performance computing needs. Sales are forecasted to grow over 26% in 2026, driven by AI accelerators and memory.…
The DOE partners with Amazon, Google, and Microsoft in the Genesis Mission, using AI to accelerate innovation in energy, manufacturing, and medicine, enhancing US competitiveness in applied AI and hi…
Cipher Mining transitions to AI infrastructure with long-term hyperscaler contracts, boosting long-term growth, but near-term losses and bitcoin exposure temper short-term optimism.
Nvidia stock rose as regulatory clarity on China exports and acquisition of SchedMD strengthen its AI software dominance, despite valuation risks and geopolitical uncertainties.
NVIDIA acquires workload management provider SchedMD and will continue to develop and distribute the Slurm software as open-source, enhancing its software infrastructure offerings.
IREN’s significant AI cloud infrastructure investments with Microsoft partnership promise high long-term growth despite heavy capital expenditures and financing needs. Competitors CleanSpark and Appl…