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Unlike CoreWeave, Nebius provides more than just AI hardware infrastructure to customers. Its cloud platform also offers ...
Wall Street is betting on AMD to show strong earnings growth over the next year as it continues to expand its data center ...
First, Oracle is experiencing a transition period -- effectively replacing slow-growth (or no-growth) segments of the ...
“I can’t wrap my head around it," says Andrew Wee, who has been a Silicon Valley data-center and hardware guy for 30 years.
Key Points Fintech stocks are hot, as the risk-on sentiment has swept the market.Upstart is thriving after updating its AI ...
Nvidia ( NVDA -0.12%) is considered a pioneer in the artificial intelligence (AI) hardware market, and rightly so, as the ...
Citigroup analyst Atif Malik recently raised his outlook on the total addressable market (TAM) for data center AI chips to ...
RGTI has surged 1147.6% in a year, but shrinking revenues, high costs, and fierce competition raise investor caution.
The global race for AI supremacy is reshaping Big Tech’s investment landscape, with capital expenditure (Capex) emerging as the defining metric of ambition and market leadership. Unlike past cycles ...
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2025 investor ...
TSMC generated $30 billion in revenue in Q2, signaling robust demand for its 3nm and 5nm chip nodes. While revenue is soaring ...
TMTPOST -- Nvidia Corporation stock on Thursday rose more than 1.7% to settle at $173.74, setting a new close record. Shares ...
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