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Intel raised $20 billion to fund aggressive foundry expansion as its 18A node scales with yields above 85%. Backed by Nvidia's $5 billion investment and early customer deals with Amazon and Microsoft…
ServiceNow's strong AI growth and partnership with NVDA to develop autonomous desktop agents highlight NVDA's expanding influence in the enterprise AI ecosystem.
NVIDIA expanded its collaboration with MediaTek to develop next-gen AI computing platforms across infrastructure, PCs, and automotive. MediaTek will adopt NVIDIA's NVLink Fusion, and NVIDIA invested …
IREN shares fell 8% after reporting a significant fiscal 2026 loss due to impairments from shifting from Bitcoin mining to AI data centers. While total revenue dipped, AI cloud revenue surpassed mini…
Vertiv's market cap exploded 10x since 2021, driven by its indispensable liquid cooling technology for high-density AI GPUs. Led by ex-Honeywell CEO Dave Cote, Vertiv pivoted from lagging air cooling…
Trane Technologies and Eaton Corporation announced a strategic collaboration to create integrated power and cooling solutions for AI data centers, aligning their technology directly with NVIDIA DSX p…
Super Micro Computer (SMCI) trades cheap at 16.5x earnings despite 56% revenue growth and record backlog, but volatile gross margins (10.8% vs 17.6% one quarter) raise execution risk concerns. Articl…
Broadcom's AI chip revenue surged 143% YoY, guiding toward $16B next quarter and a $100B fiscal 2027 target. Strong financials and a new AI security alliance with NVIDIA bolster bullish sentiment, th…
Nvidia partnered with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to mobilize over $500B in financing for AI infrastructure, reframing GPUs as financeable, revenue-generating as…
Neocloud provider Iren leverages Nvidia partnership and disciplined capacity strategy amid Zuckerberg's comments on scarce, appreciating AI compute. Highlights strong demand for GPU infrastructure be…
Bullish thesis on Marvell Technology highlights accelerating AI data center growth, expanded NVIDIA partnership, and raised long-term revenue targets, though profitability lags and hedge fund ownersh…
Bullish thesis on IREN Limited highlights its pivot to AI Cloud infrastructure, $3.4B NVIDIA contract, Microsoft partnership, and 5GW power capacity, though execution risks and high short interest re…
SpaceX commits exclusively to Nvidia's Vera Rubin platform for AI computing, joining Safe Superintelligence and other major AI players. Analysts remain overwhelmingly bullish on NVDA with strong reve…
Archer Aviation (ACHR) trades at $5.59, down 43% YTD, despite Wall Street's $10.50 target and partnerships with NVIDIA, Palantir, and Anduril. FAA certification progress and State Street's 6.4% stake…
Nokia expands 5G AI-native infrastructure deal with Taiwan Mobile, deepens Nvidia GPU partnership for AI-RAN, targeting surging AI network traffic demand and 6G market growth potential.
Nebius (NBIS) reports explosive AI infrastructure growth, securing $775M debt facility, expanding GPU capacity to 4GW, and posting 684% revenue growth, outperforming peers NVIDIA, Microsoft and CoreW…
SpaceX (SPCX) beat Q2 estimates but capex surged to $18.4B, spooking investors amid AI spending fears. Nvidia named exclusive chip supplier for SpaceX's new Starmind AI-1 satellite payload, boosting …
SpaceX announced exclusive use of Nvidia's AI systems, including Vera Rubin architecture, for its Starmind satellite AI network. Nvidia shares rose ~2% pre-market; SpaceX stock fell over 10% despite …
SpaceX (SPCX) beat Q2 estimates but capex surged to $15.8B, spooking investors. Stock fell 10% pre-market amid lockup expiration fears. Nvidia named exclusive AI chip supplier for SpaceX's new Starmi…
U.S. futures rose on strong earnings and eased Hormuz tensions. AMD fell 8% as SpaceX shifted AI chip orders to Nvidia. Oil and gold declined; major indexes hit record highs amid robust corporate ear…