Market context
Follow the story. See which markets it affects. Explore the context.
Vertiv is expanding into power architecture via its acquisition of Utility Innovation Group to solve power bottlenecks in data centers. The expansion is fueled by massive hyperscaler capex and high t…
Rackspace Technology launched the Institutional Sovereign Pod, integrating Nvidia's Blackwell chips with Palantir's AI software for regulated and sovereign enterprise deployments. Rackspace also join…
Nebius Group revealed customers paid 15% to 20% premiums above previous highs in an auction to secure guaranteed Nvidia Blackwell compute capacity, underscoring persistent AI supply shortages and unp…
Nvidia CEO Jensen Huang revealed OpenAI's Astra model was trained on over 100,000 Grace Blackwell systems, with 400,000 more GPUs planned. The development confirms soaring compute demand, solidifying…
Nvidia CEO Jensen Huang revealed GPT-6 was trained on 100,000 Grace Blackwell systems, while South Korea committed 3.85 trillion won for upcoming Vera Rubin racks. Offsetting the strong frontier AI d…
Telestream integrated NVIDIA's Video Effects SDK and Blackwell GPUs into its Vantage platform. The collaboration introduces AI-powered super resolution, allowing broadcasters and media companies to a…
Cerebras plunged 40% following weak Q2 results and shrinking margin guidance, but AI peers NVIDIA and AMD saw modest pullbacks. Analysts view the Cerebras selloff as company-specific, highlighting su…
SMCI stock fell but a bull sees 55% upside on $60B+ new orders, improving margins, and AI server demand for liquid-cooled Blackwell platforms, despite audit overhang and dilution concerns.
Axe Compute (AGPU) signed a $1.5B, 5-year deal to deploy 9,200+ Nvidia Blackwell B300 GPUs, pushing 2026 contracts above $3B and highlighting robust demand for Nvidia's AI infrastructure chips.
Nvidia's AI chip efficiencies, notably Blackwell's up to 50x throughput gain, plus analyst optimism, support a positive outlook ahead of Feb 25 earnings, despite recent stock dips and a challenging m…
Super Micro began high-volume deliveries of Nvidia Blackwell Ultra HGX B300 systems, signaling stronger demand for Nvidia GPUs used in AI training and real-time inference.