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SMCI's $60B order backlog and doubled margin guidance signal robust AI infrastructure demand, serving as a bullish proxy for NVIDIA GPU sales despite SMCI's own legal and valuation overhang from prio…
Bitdeer's June bitcoin mining surged 388% YoY, AI Cloud revenue hit $76M with 95% GPU utilization, and it added a new Malaysia data center lease, signaling strong operational growth.
Microsoft expands Mistral partnership, funding European data centers using thousands of NVIDIA GPUs. Deal integrates Mistral AI models into Microsoft Foundry and Copilot Studio, targeting regulated i…
QumulusAI purchased 1,632 Nvidia Blackwell B300 GPUs to expand AI cloud infrastructure, supporting $124M in inference agreements. Reflects continued strong demand for Nvidia's high-end AI chips from …
HIVE Digital secured a $220 million investment from Bell Canada and Cohere to deploy 2,304 Nvidia processors for enterprise AI models. The three-year deal supports HIVE's transition from Bitcoin mini…
CME Group plans to launch GPU computing futures contracts, marking the first standardized market for trading computing power. The move capitalizes on surging AI demand and positions GPUs as a tradeab…
Nvidia benefits from a $830M AI startup debt round to build a large data center featuring nearly 13,800 Nvidia GB300 GPUs, boosting hardware demand and signaling strong sales potential.
Super Micro Computer shares plunged due to smuggling allegations involving NVIDIA GPUs, but NVIDIA’s strong AI demand outlook supports a modestly positive signal for NVDA amid uncertainty.
Silicon Motion (SIMO) rallies strongly on AI-driven storage growth and enterprise wins, while Micron anticipates robust memory demand. NVIDIA benefits indirectly from these sector dynamics with moder…
TikTok's parent ByteDance plans to deploy 500 Nvidia Blackwell systems in Malaysia to bolster AI capabilities and compete with Google and OpenAI.
Massive AI-driven hyper-scaler capex surges, boosting data centers and NVIDIA GPUs, benefiting Microsoft and related tech stocks in the short term.
Michael Burry predicts an AI bubble akin to the dot-com bust, but strong GPU demand, robust cash flows, and soaring AI efficiency argue for continued growth in NVIDIA and Alphabet.
NVIDIA and Meta announced a multiyear strategic partnership to deploy NVIDIA CPUs, GPUs, and AI infrastructure, aiming to enhance Meta's AI capabilities and infrastructure performance significantly.
Semiconductor equipment makers benefit from AI-driven chip production expansion while Nvidia remains key GPU leader. Strong demand supports growth despite rising valuations and mixed price targets, w…
Nvidia surged 3.41% driven by expectations that Amazon's planned $200 billion AI capital expenditure will boost GPU sales, ending a five-day losing streak with its strongest session since April.
AI cloud startup PaleBlueDot raised $150M to expand US and Asia operations, buying Nvidia GPUs amid strong demand and easing US export restrictions on Nvidia's AI chips to China.
Nvidia CEO Jensen Huang highlights AI’s broad economic benefits and strong demand for GPUs, urging continued investment despite bubble fears. AI infrastructure growth fuels Nvidia's expansion as indu…
Nvidia is negotiating increased H200 GPU production to meet strong Chinese demand, with major tech firms placing large orders despite ongoing policy uncertainties affecting exports to China.
Elon Musk's xAI expands its data center near Memphis, boosting AI training capacity using Nvidia chips and Dell servers, signaling strong demand for Nvidia hardware and potential growth.
xAI expands AI compute with a new massive data center near Memphis, leveraging thousands of Nvidia GPUs to scale large-scale AI training rapidly.