Oracle's recent stock sell-off followed its AI-focused earnings report, raising concerns about the pace of AI infrastructure investment and its impact on profitability. While Oracle emphasizes long-term growth, investor…
NVIDIA's Q3 FY2026 earnings are anticipated to show significant growth, driven primarily by the ramp-up of Blackwell GPUs in data centers. Increased demand for AI infrastructure is expected to further bolster NVIDIA's r…
Microsoft's $9.7 billion investment in AI signals strong confidence in the technology's future. This move is expected to positively impact data center stocks as AI development demands increased computing power and infra…
Astera Labs has demonstrated strong performance in the AI data center market, exceeding Q3 targets. However, margin concerns have led to stock fluctuations, requiring careful consideration of long-term profitability.
OpenAI has entered into a $38 billion cloud computing agreement with Amazon, solidifying Amazon Web Services (AWS) as a key infrastructure provider. This partnership aims to bolster OpenAI's computational capabilities, …
Iren has secured a $14.8 billion deal with Microsoft to provide AI cloud services, marking a significant expansion in the AI infrastructure landscape. The collaboration aims to bolster AI capabilities for various indust…
Astera Labs has significantly outperformed Nvidia and Broadcom in stock performance this year, driven by its focus on data center connectivity solutions crucial for AI infrastructure. While Nvidia dominates AI compute, …
Nscale has launched a new AI platform underpinned by Vast Data's AI Operation System. The platform leverages Vast Data's technology to support Nscale's GPU clusters, enhancing AI capabilities. This launch signifies a st…
Iren and Microsoft have announced a $9.7 billion partnership focused on developing AI-powered cloud solutions in Italy. The collaboration aims to accelerate digital transformation and sustainability initiatives, leverag…
Meta's recent $25 billion bond offering suggests a significant strategic shift towards funding AI infrastructure and development. The move provides substantial capital for long-term AI projects, potentially impacting Me…
TeraWulf has significantly expanded its partnership with Fluidstack, securing a $9.5 billion extension to develop AI compute infrastructure. This move signals a major shift towards AI, leveraging TeraWulf's energy infra…
Microsoft's Q1 2026 earnings are expected to highlight the impact of AI investments on overall growth. Analysts will be closely watching to see if AI revenue justifies the significant capital expenditure in the sector. …
Nvidia has become the first company to reach a $5 trillion valuation, driving Wall Street to new highs. This milestone reflects the company's dominance in the AI chip market and its significant impact on the broader tec…
Nvidia has surpassed a $5 trillion market capitalization, driven by its dominance in the AI chip market. This valuation reflects the intense demand for its GPUs and the broader impact of artificial intelligence on the t…
Vertiv's Q3 performance is expected to show continued growth, driven primarily by the increasing demand for power and cooling infrastructure to support AI applications. The company's focus on AI-related solutions positi…
GSI Technology's Gemini-I APU is compared to the NVIDIA A6000 for RAG workloads, focusing on performance and energy efficiency. Initial findings suggest the Gemini-I APU offers comparable AI performance with significant…
Navitas Semiconductor has announced new power solutions designed for Nvidia's AI Factory architecture. The new products aim to optimize power efficiency and performance in AI infrastructure. This launch signifies Navita…
Credo Technology Group, a company specializing in high-speed connectivity solutions, has emerged as a key beneficiary of the AI boom due to the increasing demand for its advanced, albeit expensive, cables. These cables …
Danny Hillis, co-founder of Thinking Machines, has joined Meta. This move signals Meta's continued investment in advanced computing architectures and potentially new approaches to AI and data processing.
A BlackRock and Nvidia-backed consortium has finalized a $40 billion deal to acquire a network of AI-focused data centers. This acquisition signals a major investment in AI infrastructure and highlights the increasing c…
Citi has issued a street-high price target for Astera Labs (ALAB), citing significant upside potential driven by the increasing demand for AI infrastructure. The analysis suggests Astera Labs is well-positioned to benef…
ABB and Nvidia have announced a partnership to develop next-generation data center solutions, focusing on AI and accelerated computing. The collaboration aims to improve energy efficiency and reduce operational costs in…
Bloom Energy's partnership with Brookfield to power AI data centers marks a significant strategic move, leveraging Bloom's solid oxide fuel cell technology for the energy-intensive demands of AI. The deal underscores th…
Applied Digital is experiencing significant growth driven by increasing demand for AI-powered data centers. This analysis examines the factors contributing to this growth and its potential implications for the company a…
The surge in demand for AI-related memory solutions has propelled SK Hynix and Samsung Electronics to new financial heights. Increased demand for high-bandwidth memory (HBM) and advanced memory chips is cited as the pri…
Oracle's cloud business is showing promising growth, fueled by strategic acquisitions and a focus on AI infrastructure. However, challenges remain, particularly in securing sufficient Nvidia GPUs to meet growing custome…
Microsoft is investing $33 billion in new cloud infrastructure, dubbed 'Neocloud,' to address the growing demand for AI computing power. This move aims to alleviate infrastructure bottlenecks and position Microsoft as a…
Rumors suggest Meta is considering acquiring Rivos, a chip startup, to bolster its AI capabilities and reduce reliance on external chip suppliers. This move could significantly impact Meta's future AI development and ha…
Rumors suggest Meta is considering acquiring Rivos, a startup specializing in RISC-V based chips, to bolster its AI chip development efforts and reduce reliance on external vendors.