Nvidia, a key pillar of the global AI boom through its dominance of the world’s supply of graphics processing units (GPUs), said Netweb Technologies will launch its Tyrone Camarero AI Supercomputing ...
Massive increases in capex by the "Big 7" tech giants represent real; demand, write Anchor Capital CEO PETER ARMITAGE and Fund Management head PETER LITTLE.
Meta is deepening its ties to Nvidia in a move that could further pressure Intel and AMD, even as AI demand remains strong.
Most GPU deals happen in secret. Nobody knows if they’re overpaying. And the risks are piling up faster than anyone realizes.
Meta has expanded its partnership with chip manufacturer Nvidia, with plans to power its data centers with new stand-alone CPUs and next-generation GPUs, as well as privacy-centric data processing on ...
The days of tech giants buying up discrete chips are over. AI companies now need GPUs, CPUs, and everything in between.
This explains why the stock has jumped an impressive 120% in the past year. Importantly, Nebius stock still has significant upside, given the end market it serves. Let's look at the reasons why this ...
The agreement, announced after the market closed on Tuesday, pushed Nvidia shares up 2.3% to $191.40 on Wednesday. The ...
According to separate press releases from Meta and Nvidia, the social media giant will use the chips to power its planned hyperscale data centers optimized for ...
In its fourth-quarter 2025 investor letter, Impax US Sustainable Economy Fund highlighted stocks like Advanced Micro Devices, Inc. (NASDAQ: AMD ). Advanced Micro Devices, Inc. (NASDAQ:AMD) designs ...
IREN pivots from Bitcoin mining to AI cloud, targeting 140K GPUs and a $9.7B Microsoft deal. Click here to know more.
Yotta Data Services plans a $2 billion investment in Nvidia's latest chips for an AI hub near Delhi. The infrastructure will utilize 20,736 Nvidia GPUs, enhancing India's global AI capabilities. This ...