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NVIDIA confirmed Vera Rubin racks are in full production across major cloud providers as Michael Burry closed his bearish put position. Meanwhile, market focus is shifting from AI chip demand toward …
OpenAI's GPT-6 Astra launch spurred a major rally across semiconductor names, with Nvidia CEO Jensen Huang hailing it as an AGI milestone. While Asian chipmakers like SK hynix surged in catch-up trad…
NVIDIA announced a $12.93B acquisition of Hugging Face, massive demand from OpenAI's GPT-6 involving over 500,000 GPUs, and a partnership with major banks to mobilize $500B in AI infrastructure finan…
Surging high-bandwidth memory demand highlights sustained momentum across AI accelerator hardware. Strong memory supply commitments through 2027 reinforce solid structural demand for leading chipmake…
Billionaire hedge funds heavily accumulated data center infrastructure plays Vertiv and Equinix in Q2. Surging AI power and cooling demands, driven by Nvidia's transition to 800V direct current archi…
Billionaire Philippe Laffont's Coatue Management massively expanded its Micron stake to 3.1 million shares in Q2. Severe AI-driven memory chip shortages and sold-out capacity until at least 2028 cont…
Dell reported blowout quarterly earnings driven by a record $95 billion AI server backlog. Dell became the first to deploy rack systems on NVIDIA's Vera Rubin architecture, validating sustained aggre…
Citi reiterated a Buy rating on Oracle with a $330 target, citing an overdone selloff driven by technical factors rather than broken fundamentals. The bank highlighted sustained AI infrastructure dem…
Nvidia gains following reports that AI startup Anthropic signed a $35 billion cloud computing deal with Nvidia-backed Lambda. The agreement utilizes a 700MW Texas data center campus leased by Nvidia …
Samsung has locked approximately 70% of its HBM capacity through 2031 via long-term agreements with major buyers including Nvidia, Microsoft, and Google. The discounted multiyear supply agreements en…
Generate Biomedicines CTO highlighted that Nvidia GPUs are essential for AI drug discovery, serving as a baseline requirement. However, he emphasized that proprietary biological data and closed-loop …
Cisco expanded its Secure AI Factory architecture with NVIDIA and Supermicro to satisfy soaring demand for sovereign cloud and neocloud computing. The full-stack solution integrates NVIDIA Spectrum-X…
India's AM Intelligence has ordered 9,000 Nvidia Vera Rubin systems as part of an $8 billion AI compute infrastructure plan. The major order highlights relentless global demand and multiyear backlogs…
AI data centers are transitioning from 48V to 800V rack architectures to meet escalating power demands. Suppliers like Navitas are securing design wins in NVIDIA's MGX 800V ecosystem, reinforcing NVI…
Harbor Capital launched the Munificent Seven ETF (BBLS) to capitalize on surging AI power demand by investing in major energy producers like ExxonMobil. The fund targets the physical infrastructure a…
NVIDIA announced a major partnership with SpaceXAI to deploy its new Vera CPUs and Vera Rubin platform for agentic AI workloads and orbital computing, scaling toward gigawatts of compute capacity.
NVIDIA announced that its Groq 3 LPX AI inference accelerator is now in full production. Extending the Vera Rubin platform, it delivers record-breaking token generation speeds for agentic AI workload…
Nvidia is boosting AI startup investments, including Poolside and Perplexity, while notifying major buyers of a 15% price increase on AI servers starting early next year. The strategic price hikes an…
Oracle faces investor scrutiny over massive debt and heavy AI backlog concentration, with $300 billion linked to OpenAI. Despite surging cloud infrastructure growth powered by Nvidia and AMD hardware…
Bitdeer secured a $400 million, five-year AI data center contract in Malaysia for its A102 facility, utilizing liquid-cooled NVIDIA GB300 NVL72 systems. Services will start in Q1 2027 as crypto miner…