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Alphabet plans a $15.1 billion investment in Finnish AI infrastructure, featuring three data centers and nuclear power agreements, while projecting 2026 capex near $200 billion. The surging buildout …
Microsoft is emphasizing AI infrastructure efficiency and custom Azure Maia chips to maximize output per watt and dollar. While custom silicon creates long-term margin questions for NVIDIA, Microsoft…
Vertiv's 32% pullback offers an attractive entry point amid robust AI infrastructure demand. Strong earnings, rising estimates, and critical liquid-cooling adoption for NVIDIA's next-gen AI architect…
Dell posted record Q2 results with revenue surging 58% to $47 billion and EPS up 203%, fueled by $60.9 billion in AI orders and a $95 billion backlog. Dell raised its full-year outlook to $192 billio…
Super Micro projected robust FY27 revenue up to $72 billion, topping estimates behind soaring demand for Nvidia-powered AI servers. Despite massive growth and record backlogs, ongoing export control …
HIVE Digital Technologies announced a five-year, $350 million enterprise contract utilizing 2,016 Nvidia GB300 chips, advancing its pivot into AI cloud computing. Despite a $142.9 million quarterly n…
Super Micro Computer posted strong Q4 revenue of $11.1B and logged over $60B in new orders, signaling persistent AI infrastructure demand. While FY2027 revenue guidance surged, projected sequential g…
AI inference market projected to hit $1.3 trillion by 2032. Nvidia, Cerebras, and AMD are all pursuing different technical approaches, positioning each as potential winners in this rapidly growing se…
CoreWeave shows 112% revenue growth and $104B backlog, deploying NVIDIA's newest Vera Rubin NVL72 chips. Analysts see 77% upside despite negative free cash flow and high leverage, validating continue…
CoreWeave raised 2025 capex and 2026 revenue guidance after beating Q2 estimates, driven by surging AI cloud demand, Nvidia chip partnerships, and a $104.2B backlog, boosting shares 14%.
Supermicro reports Q4 earnings after strong preliminary guidance showing margin expansion and $60B in new orders, signaling robust AI infrastructure demand, though SMCI has lagged peers HPE and Dell …
Bitdeer signed a $4.7B, 16-year AI data centre lease in Norway using Nvidia chips and Dell systems, expanding beyond Bitcoin mining into AI infrastructure with steady long-term revenue potential.
SpaceX (SPCX) stock fell over 11% despite blowout Q2 revenue growth and bold guidance, as investors fret over surging capex, insider share unlocks, and skepticism toward Musk's orbital data center ti…
Microsoft and Amazon both posted strong earnings and AI-driven cloud growth. Microsoft leads on cash flow, valuation, and backlog, making it the 'cleaner pick,' while Amazon's custom silicon offers l…
Analyst defends CoreWeave with $250 target despite 35% Meta-driven selloff, citing contract protections and $99B backlog. Peers Nebius and IREN surged while CRWV lagged, though balance sheet risks re…
Bill Ackman bullishly argues token cost optimization will boost hyperscaler margins and demand, citing Microsoft and Alphabet's massive token processing growth, reinforcing AI capex justification des…