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CoreWeave's Q2 earnings preview highlights raised hyperscaler capex forecasts (Oracle, Microsoft, Amazon, Alphabet) to $811B-$1.1T, signaling robust AI infrastructure demand benefiting chipmakers and…
French AI startup Mistral secures $830 million debt to build Nvidia-powered data centers in Europe, expanding compute capacity amid geopolitical tensions and growing demand for non-US cloud alternati…
ByteDance is deploying around 500 Nvidia Blackwell systems in Malaysia, leveraging approximately 36,000 B200 chips, signaling strong demand outside China for Nvidia's high-end computing solutions.
Nvidia's $2 billion investment in Nebius creates a circular capital flow, raising dependency risks and costly infrastructure burdens, limiting Nebius’s flexibility amid a stretched valuation, while s…
Nvidia's stock faces short-term pressure amid a global software selloff and AI concerns, but CEO Huang's defense and big tech's heavy AI spending underpin longer-term optimism for chip demand.
Nvidia shares rise on speculation of resuming H200 chip sales to China, with strong demand and potential $54 billion revenue despite regulatory uncertainties.
NVIDIA’s strong AI chip demand and robust financials position it for significant growth in 2026, while BigBear.ai faces limited upside due to funding cuts and less profitability despite a promising a…
Alphabet opened its largest AI hardware engineering center outside the U.S. in Taiwan, reinforcing Taiwan's role in AI innovation and the global tech supply chain amid geopolitical tensions.