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David Sacks highlighted that the AI debate is shifting from accelerationism to open versus closed models. Regardless of the paradigm that prevails, Nvidia benefits significantly, as both architecture…
Equinix expanded its collaboration with NVIDIA and partnered with Together AI to launch Equinix Inference Exchange. The platform utilizes NVIDIA Enterprise Reference Architectures to optimize distrib…
Nvidia is pioneering the transition to 800-volt direct current power architecture for next-generation AI infrastructure alongside major tech partners. The move drives high-efficiency hardware adoptio…
Nvidia is investing $3 billion in data center developer SB Energy ahead of its U.S. IPO, expanding its AI infrastructure footprint alongside OpenAI. The deal includes $1.5 billion in private placemen…
Hut 8 is developing a Texas data center leased by Nvidia under a $35 billion cloud computing deal involving Anthropic and Lambda, reinforcing strong demand for AI infrastructure and cloud expansion.
Nvidia's extraordinary AI growth is fueling a massive expansion in commercial and industrial lending by banks, which are financing the physical buildout of data centers. This indirect AI revenue stre…
BlackRock saw massive inflows into its spot Bitcoin and Ethereum ETFs and joined an Nvidia-led AI infrastructure financing consortium. This reinforces its position in high-growth sectors, though core…
Cisco expanded its AI infrastructure partnership with Nvidia and Supermicro, introducing advanced liquid cooling architectures to support Nvidia's next-generation Vera Rubin platforms. This milestone…
Nvidia will serve as the exclusive compute provider for a $105 billion Ohio data center project leased to OpenAI. Backed by major institutional financing initiatives and soaring customer revenues, Nv…
Nvidia committed up to $105 billion in lease guarantees for OpenAI's Ohio AI data center and invested $1.5 billion in SB Energy. The strategic deal secures Nvidia exclusive rights to provide GPUs, CP…
NVIDIA is investing $1.5 billion in SB Energy to secure exclusive AI compute infrastructure at the PORTS-Pike campus in Ohio. The site will deliver up to 8 IT-GW of capacity to customer OpenAI, power…
Semiconductor equipment makers Onto Innovation and Camtek report record AI-driven demand for HBM and advanced packaging inspection tools, confirming accelerating AI infrastructure buildout across the…
Nvidia partners with six major financial firms (Apollo, Blackstone, BlackRock, Goldman Sachs, Brookfield, KKR) to mobilize over $500bn for AI infrastructure financing, boosting compute access and inv…
JPMorgan's Dimon says AI will 'cure cancers' but remains cautious on stock valuations, warning against buying at current prices. Article highlights AI infrastructure plays like Nvidia as compelling d…
Morgan Stanley warns of a 38GW U.S. data center power gap through 2028, even after considering gas turbines, nuclear, and repurposed Bitcoin mining sites. Power, not chips, may become AI's biggest bo…
Nvidia is reportedly the major tenant behind Hut 8's Beacon Point data center leases, securing a 704 MW footprint. This confirms strong demand for Nvidia's AI infrastructure and provides substantial …
Article highlights surging AI-driven energy demand favoring Bloom Energy, Brookfield Renewable, and Energy Transfer. While not directly about major tech stocks, it reinforces the AI infrastructure gr…
Equinix has expanded its partnership with Nvidia and Cisco to deploy standardized AI infrastructure globally. The collaboration introduces Cisco's Secure AI Factory with Nvidia across Equinix data ce…
The 2026 FIFA World Cup's extensive adoption of AI technologies highlights major growth opportunities for tech giants. Alphabet (GOOGL) and NVIDIA (NVDA) are primed to benefit, with Google's Gemini p…
Nebius is investing $1.7 billion into three new UK-based AI infrastructure sites utilizing Nvidia's Blackwell Ultra technology. This expansion aims to capture rising domestic demand for AI compute, w…