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Recently added · Page 1Nvidia (NVDA) Soars as Multi-Year $1T AI Chip Deal with Amazon (AMZN) Drives Growth
Nvidia will supply over 1 million GPUs and chips to AWS through 2027, supporting AI inference and cloud infrastructure, signaling strong long-term growth for both companies.
Nvidia (NVDA) Strongly Advances AI Cloud Presence with Major Amazon (AMZN) Processor Deal
Nvidia commits to delivering 1 million processors to Amazon Web Services through 2027, boosting AI infrastructure capacity and enhancing Nvidia’s role in cloud data centers amid rising AI demand.
Google (GOOGL) Surges as Custom AI Chips Challenge Nvidia’s (NVDA) GPU Dominance
Nvidia's dominance in AI chips faces challenges from Big Tech's rising custom silicon solutions like Google's TPUs, signaling a market shift. Investors should watch Google and partners benefiting fro…
Microsoft (MSFT) and Nvidia (NVDA) Soar on $14B AI GPU Infrastructure Deal with Nscale
Microsoft and Nvidia-backed Nscale have secured a $14B deal to deploy over 200,000 Nvidia GPUs, significantly expanding AI infrastructure across multiple regions and supporting Nscale’s IPO plans nex…
NVIDIA (NVDA) Soars on Massive AI GPU Supply Deal with Microsoft Driving Long-Term Growth
Nscale signed a major deal to supply approximately 200,000 NVIDIA GPUs to Microsoft’s global AI data centers, boosting NVIDIA's leadership in AI infrastructure and expanding Microsoft's cloud AI capa…
Microsoft (MSFT) and Nvidia (NVDA) Soar on $14B AI Chip Supply Deal with Nscale
Nscale signed a major multi-billion dollar deal to supply Microsoft with around 200,000 Nvidia AI chips for data centers in Europe and the US starting next year, boosting both companies' AI infrastru…
Microsoft (MSFT) Soars on $17.4B Nebius Deal Securing Nvidia GB300 AI Capacity
Microsoft signed a $17.4B (expandable to $19.4B) five-year deal with Nebius for 100,000+ Nvidia GB300 chips to offload AI workloads to neoclouds, freeing Azure capacity to run OpenAI models amid surg…
Microsoft (MSFT) Secures $17.4B Nebius GPU Deal, Accelerating AI Capacity
Nebius will supply Microsoft with $17.4B–$19.4B of GPU infrastructure over five years, starting later this year, boosting AI compute capacity and accelerating Nebius' AI cloud growth; shares jumped a…