Commonwealth Bank of Australia's (CBA) restructuring plans have sparked significant staff discontent. Concerns center on job security, workload increases, and the perceived lack of transparency in the process, potential…
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.
The adoption of 800V power distribution is emerging as a critical enabler for scaling AI factories, offering improved efficiency and reduced infrastructure costs. This analysis examines the benefits, challenges, and eco…
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…
OpenAI's partnership with Broadcom to develop custom AI chips signals a strategic move towards internalizing hardware development and reducing reliance on Nvidia and AMD. This collaboration could reshape the AI chip mar…
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…
Dell is aiming for significant growth, driven largely by the increasing demand for AI servers. This analysis explores the factors contributing to this demand, Dell's strategy, and potential challenges in achieving its a…
Dell is experiencing a surge in demand for its AI servers, leading to a more optimistic growth forecast. This analysis explores the factors driving this demand, the implications for Dell's business, and the broader AI s…
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…
SMCI's future growth hinges on the success of its next-generation products. This analysis explores the potential impact of these innovations on the company's long-term trajectory.
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.