Srinath
3437 posts
NVIDIA unveils open data factory blueprint as Jensen Huang targets $1tn AI compute opportunity
NVIDIA's Physical AI Data Factory Blueprint automates synthetic training data at scale for robotics and AVs. Read what it means for NVDA's AI infrastructure strategy.
March 17, 2026
Mastercard (NYSE: MA) bets $1.8bn on BVNK as stablecoin payment volumes hit $350bn and regulatory clarity builds
Mastercard to acquire BVNK for up to $1.8bn to bridge stablecoins and fiat rails. What the record deal means for MA stock, Visa, and global payments. Read more.
March 17, 2026
GSR acquires Autonomous and Architech in $57m bet on integrated crypto capital markets
GSR acquires Autonomous and Architech for $57M to launch integrated crypto capital markets advisory. Read our full analysis of what it means for token founders and rivals.
March 17, 2026
IBM seals Confluent deal: 6,500 enterprise customers and Apache Kafka’s dominant commercial stack now inside Big Blue
IBM closes $11B Confluent acquisition, adding real-time data streaming to its AI stack. What this means for enterprise AI, competitors, and IBM investors. Read more.
March 17, 2026
Hyundai Motor, Kia and NVIDIA deepen autonomous driving alliance as the race for software-defined vehicles intensifies
Hyundai Motor and Kia expand their NVIDIA DRIVE Hyperion partnership from level 2 ADAS to level 4 robotaxi via Motional. Read what this means for the industry.
March 17, 2026
Persistent Systems launches GenMolVS on NVIDIA BioNeMo platform to accelerate AI-driven drug discovery
Persistent Systems launches GenMolVS on NVIDIA BioNeMo for AI drug discovery. Read what this means for pharma R&D timelines, PERSISTENT stock, and Indian IT.
March 17, 2026
West African Resources (ASX: WAF) posts A$567m profit as Kiaka ramp-up reshapes earnings trajectory
West African Resources (ASX: WAF) reports A$567m NPAT and A$790m operating cash flow for 2025. Read what Kiaka's ramp-up means for 2026 earnings.
March 17, 2026
Siemens and Rittal forge partnership to solve the AI data center power crisis
Siemens AG and Rittal partner to deliver AI-ready sidecar power racks for data centers targeting 1 MW densities. Read the full strategic analysis.
March 17, 2026
Seadrill (NYSE: SDRL) extends Sonangol Quenguela contract in Angola to June 2028
Seadrill (SDRL) has extended the Sonangol Quenguela drillship in Angola by 480 days through June 2028 via Sonadrill JV. Read what this means for fleet strategy and earnings.
March 17, 2026
Can Kashmiri saffron rice become a luxury category? LT Foods (NSE: LTFOODS) tests the idea with a numbered, expression-of-interest launch
LT Foods launches Daawat Saffron Basmati, a limited-edition luxury rice. What it means for brand strategy, KRBL competition, and LTFOODS investors. Read more.
March 17, 2026