CoreWeave Stock Soars 20% as AI Cloud Demand Fuels Nvidia Optimism
CoreWeave's Q2 revenue doubled to $2.6B with raised guidance to $13.2B, boosting AI infrastructure optimism despite heavy cash burn and rising debt for capex.
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Recently added · Page 1NVIDIA (NVDA) Poised to Benefit as AI Capex Turns Into Revenue: Ives
Dan Ives says AI capex from Microsoft and NVIDIA is beginning to convert into revenue, easing ROI concerns. He sees strong semiconductor demand continuing, with the AI cycle still only 10-15% complet…
CoreWeave Earnings Preview: AI Growth Meets Debt and Capex Risks
CoreWeave's upcoming earnings will show rapid AI cloud growth but rising capex, debt concerns, and prior guidance misses raise profitability questions, indirectly affecting Nvidia's GPU demand outloo…
AI Infrastructure Boom: Eaton, Vertiv, Quanta Signal Long-Term GPU Demand
Article highlights AI infrastructure plays (Eaton, Vertiv, Quanta) benefiting from massive data center buildout, with multi-year backlogs confirming sustained AI capex, indirectly supporting continue…
CoreWeave Crashes 33%: Analysts Still See 64% Upside Amid AI Boom
CoreWeave (CRWV) plunged 33% after a $740M Q1 net loss, but analysts like Piper Sandler's Kumar keep a $151 target on strong AI backlog and NVIDIA GPU allocation, despite balance-sheet and Meta Compu…
Amazon Hikes AI Capex to $220B, Jassy Eyes $1 Trillion AWS Future
Amazon raised 2025 capex guidance to $220B on AI infrastructure demand, pressuring free cash flow negative. CEO Jassy sees AWS potentially becoming a trillion-dollar business long-term, framing heavy…
Nvidia Demand Outpaces Supply 12-to-1, Defying Burry's Bearish Bets
Analyst Dan Ives highlights a 12-to-1 demand-to-supply ratio for Nvidia chips, countering Burry's bearish bets. Meta and Oracle's hyperscaler pivots broaden Nvidia's customer base, supporting continu…
Oracle's $70B AI Bet Squeezes Margins, Fuels NVIDIA Chip Demand
Oracle's AI infrastructure build-out is compressing gross margins (down to ~66%) despite massive $638B RPO growth. Capital spending of $70B exceeds trailing revenue, funded by new debt/equity, while …
CoreWeave Expands AI Data Centers to Indonesia, Boosting Nvidia, Meta Ties
CoreWeave expands AI cloud infrastructure into Indonesia with three new data centers, adding 360MW of power. Highlights continued surge in AI compute demand globally, benefiting chip suppliers and cl…
Wesco's Data Center Boom Signals Bullish AI Infrastructure Trend
Wesco International reported record results with 60% backlog growth, raised full-year guidance to 9-11% organic growth, driven by data center hyper-growth and infrastructure investment trends. Strong…
SMCI Stock Soars 20% on Margin Surge—What It Means for NVDA, AMD
Super Micro Computer (SMCI) shares jumped 20% after a preliminary update showed gross margins nearly doubling to 15-17% and record $60B+ Q4 backlog, signaling robust AI server demand despite revenue …
Hut 8's $9.8B AI Lease Fuels NVIDIA, AMD Demand as Miners Rally
Hut 8's $9.8B, 15-year AI data center lease fully commercializing its Texas campus sent miner stocks surging while Bitcoin traded flat, highlighting the sector's pivot to AI infrastructure and boosti…
Hut 8's $9.8B Data Center Deal Signals Booming Nvidia-Powered AI Demand
Hut 8 signed a $9.8B, 15-year lease expansion at its Texas AI data center campus, doubling a tenant's capacity using Nvidia-based architecture. Total portfolio contract value hits $26.6B, signaling s…
Dell, Arista, Salesforce AI Surge Signals Strong NVIDIA Demand Tailwind
Dell, Salesforce and Arista posted blowout AI-driven results—Dell's AI server revenue up 757%, Arista's AI Fabrics target doubled, Salesforce's Agentforce ARR up 200%—signaling broadening AI capex th…
Hut 8's $9.8B AI Lease Signals Booming Nvidia-Powered Data Center Demand
Hut 8 signed a $9.8B, 15-year lease with an investment-grade AI customer, fully commercializing its 1-GW Beacon Point campus in Texas, boosting total contracted capacity to $26.6B and lifting shares …
CoreWeave (CRWV) Stock Sinks 18% on Memory Hedge Concerns
CoreWeave (CRWV) stock plunged 18% weekly amid reports it may hedge against falling memory chip prices via derivatives, raising investor concerns about straying from its core AI GPU leasing business.
NVIDIA (NVDA) Rebounds as Netweb Wins Rs450cr Blackwell Server Order
Netweb Technologies won a ~Rs450 crore order for Tyrone AI GPU systems and earlier secured Rs1,734 crore Blackwell-based server deals; Q1 profit doubled and AI revenue rose 300%, lifting the stock an…
Nvidia (NVDA) Soars as $6.3B CoreWeave Capacity Deal Reveals Stronger AI Chip Demand
CoreWeave disclosed a deal obligating Nvidia to buy up to $6.3B of unsold cloud capacity through April 2032, highlighting deeper ties and sustained demand for Nvidia chips and boosting CoreWeave shar…
Microsoft (MSFT) Soars on $17.4B Nebius GPU Contract Fueling AI Capacity
Microsoft signed a $17.4bn (expandable to $19.4bn) five-year deal to lease GPU computing power from Nebius for AI workloads, sparking a strong rally in Nebius shares and highlighting demand for cloud…
Nvidia (NVDA) Soars on Musk Forecast of 50M H100 Chips, Sparking AI Demand Surge
Elon Musk said xAI could need 50 million Nvidia H100-class chips within five years, possibly billions later, implying massive infrastructure spending across chips, networking, memory and power while …