Strong Positive
Positive
Slight Positive
Neutral
Slight Negative
Negative
Strong Negative
| Time | Symbol | Title | Source | Signal |
|---|---|---|---|---|
NVDA
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Nvidia (NVDA) Soars as OpenAI Gigawatt Data Center Plans Signal $35B Hardware Orders | GuruFocus | Login to see the signal | |
NVDA: Nvidia Faces Massive Tailwinds from OpenAI Data Center ExpansionSummaryOpenAI is planning gigawatt-scale data centers including a possible one-gigawatt site in India, potentially driving massive Nvidia hardware orders (~$35B per site) and strengthening demand despite financing, energy, and competition risks. |
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MSFT
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Microsoft (MSFT) Soars as OpenAI Scouts 1GW India Data Center Ahead of CEO Visit | Reuters | Login to see the signal | |
OpenAI plans India data center with at least 1 gigawatt capacity, Bloomberg News reportsSummaryOpenAI, backed by Microsoft, is scouting Indian partners to build a 1GW data center and has registered locally; a facility may be announced during CEO Sam Altman's September visit, boosting OpenAI's Stargate AI infrastructure push in Asia. |
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