Browsing Tag
Nvidia Corporation
152 posts
Qualcomm targets $15bn data centre business as Meta anchors AI expansion
Qualcomm targets $15 billion in data centre revenue by 2029 as Meta, Modular and Dragonfly reshape its AI strategy. Read the full analysis now on BNT today.
NASA’s $5m bet on AiRANACULUS could shape how machines communicate on the Moon
AiRANACULUS will use a 24-month NASA commercialisation programme to advance intelligent networking technologies designed to connect lunar surface systems, orbiting spacecraft and future deep-space infrastructure.
Qualcomm’s $3.9bn bet on Modular could decide its future beyond smartphones
Qualcomm is acquiring Modular in an all-stock transaction that could issue up to 19.2 million shares. The deal targets the software gap between Qualcomm’s expanding AI hardware portfolio and the developers, enterprises and hyperscalers needed to turn that technology into a scalable data center business.
SK hynix targets $29.4bn Nasdaq raise as AI memory investment accelerates
SK hynix plans a historic $29.4 billion Nasdaq raise to expand AI memory capacity. Discover what the listing means for Nvidia, Micron and Samsung.
Is Faraday Future’s robotics pivot finally a business model or another FFAI survival trade?
Read how Faraday Future’s FFAI robotics education launch tests its AI pivot, delivery credibility and investor sentiment near penny-stock lows in 2026.
TSMC is powering the AI boom, so why is Washington suddenly making investors nervous?
Find out how TSMC’s Washington patent fight could affect TSM stock, AI chip demand, export controls, and U.S. semiconductor policy.
Is Super Micro Computer’s $7bn raise a growth signal or a dilution warning for SMCI?
Find out why Super Micro Computer’s $7bn AI financing plan hit SMCI stock despite a $39bn order backlog and strong server demand.
KKR, Nvidia and Vistra launch $10bn AI infrastructure company to target hyperscalers
Read how KKR’s Helix launch with Nvidia, Vistra and Kuwait Investment Authority could reshape AI data centres and KKR stock sentiment.
Alphabet is paying SpaceX $920m a month, so what exactly is GOOGL buying?
Find out how Alphabet’s $920m monthly SpaceX compute deal could reshape GOOGL stock sentiment, AI infrastructure, and cloud rivalry.
Is Marvell Technology’s S&P 500 inclusion a reward for AI growth or a valuation warning?
Find out how Marvell Technology’s S&P 500 entry could reshape MRVL stock sentiment, AI chip valuations, and index fund demand today!