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Senator Elizabeth Warren criticized President Trump's support for AI data centers, warning they raise electricity bills for families. The debate intensifies scrutiny on AI infrastructure growth, desp…
Jim Cramer highlighted surging data center and AI infrastructure demand spilling over into industrial power suppliers like Caterpillar. Reiterating bullish conviction on core tech holdings, Cramer ad…
Nvidia invested $1.5 billion in SB Energy alongside OpenAI and SoftBank to develop a massive AI data center in Ohio. The project secures long-term power and infrastructure, unlocking an estimated $60…
Nvidia is partly backing OpenAI and SoftBank's SB Energy 10-gigawatt AI data center project in Ohio, facilitating debt financing with limited risk exposure. Broad AI infrastructure expansion continue…
U.S. stocks fell as Middle East tensions escalated and crude oil surged over 2.5%, stoking inflation worries and lifting Treasury yields. Meanwhile, Tesla readies its Cybercab launch in Austin, and N…
Nvidia is reportedly negotiating up to a $3 billion investment and $100 billion credit support in SoftBank's SB Energy to fund an OpenAI data center campus, expanding its role from chip supplier to i…
Nvidia announced a $1.5 billion investment in SB Energy for an Ohio data center campus hosting OpenAI. The deal secures up to 8 GW capacity, potentially unlocking $150B to $200B in revenue per hardwa…
NVIDIA's data center segment surged 75% YoY driven by AI demand, with record $62.31B Q4 revenues. Strong near- and long-term outlook fueled by new AI platforms and expanding cloud orders supports bul…
Nvidia faces downside risk due to potential cuts in AI infrastructure spending by major tech firms, threatening growth and high valuation supported by AI data center investments.
Apple fell sharply on AI upgrade delays and scrutiny, Tesla faces cost pressures from new Chinese graphite duties, while Nvidia plans a $3.8B junk bond-funded data center lease, indicating mixed near…
European policymakers push digital sovereignty to reduce US tech reliance, boosting Nvidia's role in EU data centers amid rising political tensions and regulatory challenges for US giants like Alphab…
Tower Semiconductor partners with NVIDIA to supply advanced 1.6T data center optical modules, doubling data rates with silicon photonics tech, boosting NVIDIA's data center potential.
Nvidia, Palantir, and CenterPoint launch AI-driven Chain Reaction platform to streamline data center construction and operations, accelerating AI infrastructure growth amid rising demand in energy, c…
NVIDIA and Deutsche Telekom plan a €1 billion data center in Germany, with SAP as a customer, signaling strong demand for NVIDIA's data center technology.
BlackRock, Nvidia, Microsoft, and xAI agreed on a $40B data-center deal, boosting valuations above bitcoin miners and highlighting AI-driven infrastructure growth, benefiting MSFT and NVDA. Coinbase …
OpenAI partners with Broadcom for 10 gigawatts of custom AI chips by 2026, complementing existing deals with Nvidia and AMD amid growing AI compute demand.
NVIDIA's data center segment surged 56% to $41.1 billion, driven by AI demand and new Blackwell GPUs. Fiscal 2026 revenues are projected to grow strongly, with momentum fueled by advanced technology …
NVIDIA hit a 52-week high as AI-driven Data Center demand lifted fiscal Q2 revenues 56% and margins remained strong. Robust cash flow, buybacks and upbeat Q3 guidance support momentum, but high forwa…
Zacks says NVIDIA outperformed as AI-driven data-center GPU demand (Hopper, Blackwell) boosts revenue, but Blackwell supply limits and rising production costs could cap growth and margins.
AMD reports record Q2 2025 revenue and expands AI GPU partnerships, while facing stiff competition from NVIDIA and Intel; AMD trades at a premium with mixed valuation metrics and a Zacks hold rating.