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Nebius Group reported a 454% surge in Q2 revenue driven by massive demand for Nvidia Blackwell GPU cloud infrastructure. Despite high capex and debt, the firm's capacity auctions and multi-year backl…
QumulusAI signed a multi-year GPU-as-a-Service deal with trading firm DRW for Nvidia Blackwell B300 clusters, pushing total announced contracts past $246M, reinforcing strong demand for Nvidia's AI i…
Nvidia expands its global AI footprint through new partnerships and product initiatives, including introducing its Vera CPU to the Chinese market, representing a potential $20 billion opportunity. De…
Dell Technologies announces comprehensive AI Factory advancements with NVIDIA, featuring agentic AI solutions, accelerated data platforms, next-gen infrastructure, and ecosystem partnerships to strea…
Nvidia reports very strong demand for its Blackwell chips amid an AI-driven semiconductor super cycle, with key partners like TSMC and Samsung enhancing chip supply and investments.