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AI hyperscalers Microsoft, Alphabet, and Amazon are trailing the S&P 500 amid massive AI infrastructure capex. Meta's free cash flow shrank significantly, while chip supplier Nvidia continues to outp…
Saudi AI firm Humain is preparing for an IPO and seeking U.S. investors to secure advanced chip access and fund massive data center expansion. The company maintains partnerships with Nvidia and AWS, …
Georgia regulators cleared Georgia Power to serve a 3.2-gigawatt OpenAI data center project under a 25-year contract. The agreement includes up to 1 gigawatt of flexible demand response, reinforcing …
Federal Reserve Chair Warsh highlighted AI's macroeconomic impact, questioning its effect on employment and productivity. While concerns exist about job displacement and pricing pressures from cheape…
Nvidia secured a massive data center deal with OpenAI and SB Energy while BofA highlighted compelling valuations. Meanwhile, Meta faces major legal headwinds in a multi-state youth addiction trial, G…
CoreWeave reported Q2 revenue up 112% to $2.58 billion, raised 2026 guidance, and grew its revenue backlog to $104.2 billion. Surging demand for AI data centers and agentic compute workloads highligh…
SpaceX's first earnings call revealed tripling AI revenue and $15.8B quarterly capex on Nvidia chips, though shares fell 9% on cash-burn concerns. Massive continued Nvidia chip purchases signal stron…
Apple is revamping Siri to utilize Nvidia B200 chips and Google Cloud infrastructure for complex AI tasks. This strategic move suggests Apple is outsourcing heavy computation to accelerate its AI cap…
Apple is reportedly utilizing Nvidia chips via Google Cloud to power its revamped Siri. This strategy leverages external AI infrastructure to enhance Siri's capabilities while maintaining privacy, si…
Wedbush analyst Dan Ives maintains a bullish stance on the AI sector, highlighting Nvidia and Microsoft as key leaders in the ongoing AI supercycle. He emphasizes the significant multiplier effect of…
Nvidia's new Vera CPU gains traction as SpaceX becomes early adopter for AI training. SpaceX targets June IPO at $1.75T valuation, strengthening Nvidia's AI infrastructure dominance across Musk's eco…
Growing peace hopes ease geopolitical risks, boosting software tech stocks like Microsoft, Google, and NVIDIA, with ETFs favored for diversified exposure amid supply chain recovery and increased ente…
Mistral AI secured $830 million in debt financing to build a new data center powered by 13,800 Nvidia GB300 AI chips, expanding AI infrastructure with significant support from top banks and clients a…
Tech giants Amazon, Microsoft, and Alphabet face major infrastructure bottlenecks amid record $630 billion AI data center spending projected for 2026, risking delayed returns and strained margins due…
Tech giants Amazon, Microsoft, Alphabet, and Meta plan a $630B AI data center spend in 2026 but face bottlenecks from infrastructure, permits, and power supply, potentially compressing returns and de…
Tesla continues relying on Nvidia chips for large-scale AI training despite developing own processors, supporting ongoing strong partnership in AI hardware.
Elon Musk confirms Tesla, SpaceX, and xAI will continue buying Nvidia chips despite Tesla developing its own AI hardware, highlighting Nvidia's vital role in AI and edge computing.
Nvidia shares dipped 2% despite Elon Musk confirming continued chip sourcing for Tesla and SpaceX. CEO Huang forecasted $1 trillion revenue from AI processors by 2027, with analysts optimistic and Tr…
Elon Musk confirmed large Nvidia chip purchases for Tesla and SpaceX AI projects, boosting Nvidia's outlook amid Middle East energy tensions driving inflation concerns and HDFC Bank’s stock decline a…
Elon Musk confirms that SpaceX AI and Tesla will maintain large-scale orders of Nvidia chips, supporting sustained demand.