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Tesla and SpaceX plan to build a massive semiconductor fab, boosting Tesla's AI ambitions and setting the stage for a potential merger by 2027, supporting long-term growth.
Tesla plans a $20 billion advanced semiconductor factory in Texas to secure chip supply for its AI, robotaxi, and self-driving initiatives by 2027-2028.
Jeff Bezos plans to raise $100 billion for a new AI-driven manufacturing fund targeting chipmaking, defense, and aerospace sectors, signaling Amazon’s strategic expansion into industrial automation a…
Rosenblatt Securities raised Nvidia's price target to $325, boosting fiscal 2028 revenue estimates driven by AI product demand and resumed H200 accelerator shipments to China, signaling strong growth…
Nvidia develops Groq AI chips for China amid easing export restrictions, aiming to expand its AI inference market and tap $1 trillion revenue potential by 2027.
Nebius secures a $27 billion AI cloud deal with Meta, strengthening its position among cloud providers, alongside Microsoft contracts. More large deals are expected.
Nvidia partners with AI startup Thinking Machines Lab, providing substantial investment and over a gigawatt of next-gen processors to power AI model training, reinforcing Nvidia’s leadership in AI ha…
Business investment surges as AI adoption accelerates, driving strong demand for Nvidia's chips and fueling U.S. economic growth in 2025, with robust spending expected to continue into 2026.
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…
Kakao partners with Google to enhance AI services and forecasts strong AI-driven growth following record 2025 revenue and profits.
Amazon plans a 50%+ increase in capital expenditures to expand AI infrastructure. Analysts largely support this long-term investment despite near-term uncertainties and share price decline.
Nvidia, Microsoft, and Amazon are negotiating a combined investment of up to $60 billion in OpenAI, signaling strong confidence in AI growth and expansion prospects.
Baseten raised $300M at a $5B valuation with NVIDIA as a key investor, highlighting AI inference as a critical infrastructure growth area.
Nvidia executives express strong optimism on AI-driven job creation and industry growth despite concerns over automation and layoffs. Business leaders at Davos highlight AI’s transformative potential…
Amazon leverages emerging markets for multi-year growth with strong revenue gains and operational improvements, despite competitive regional pressures from Sea Limited and MercadoLibre.
AI investment is entering a long-term growth phase with major tech firms like NVIDIA, Microsoft, Google, Amazon, and Meta driving massive capital expenditures focused on infrastructure and AI-enabled…
ADX launches the Boreas S&P AI Data, Power & Infrastructure UCITS ETF featuring companies like Alphabet and Amazon, capitalizing on AI-driven infrastructure growth and increasing demand for data and …
Massive AI-focused investment pledges, including $2.9 trillion linked to Apple and others, signal potential long-term economic uplift amid challenges like infrastructure strain and project delays.
Amazon is rated outperform with a $320 target, driven by strong AWS performance and a $50 billion AI infrastructure investment focused on U.S. government clients.
Microsoft signed a MoU with Saudi entities to deliver sovereign-cloud services, boosting Saudi Arabia's digital infrastructure and AI capabilities while ensuring data sovereignty and compliance with …