Browsing Tag
NVIDIA
237 posts
Why Jane Street’s $7bn CoreWeave bet could reshape AI infrastructure demand in finance
Jane Street’s $6 billion CoreWeave cloud deal and $1 billion stock buy could reshape AI infrastructure demand in finance. Read the deeper strategic story.
NVIDIA Ising: How Jensen Huang plans to own the quantum control plane the way NVIDIA owns the GPU stack
NVIDIA launches Ising, the world's first open AI model family for quantum computing calibration and error correction. Here is what it means for NVDA and the industry. Read more.
Microsoft (MSFT) steps into OpenAI’s abandoned Stargate Norway slot with 30,000 Vera Rubin chip rental from Nscale
Microsoft has taken the Norwegian data centre capacity OpenAI branded as Stargate Norway, renting 30,000 Nvidia Vera Rubin chips from Nscale in Narvik. Read the analysis.
Why Mint Incorporation Limited is using InnoEX 2026 to test investor appetite for its robotics pivot
Why Mint Incorporation Limited’s InnoEX 2026 robotics showcase may be a key test of investor confidence in its AI-led transformation. Read the full executive analysis.
Meta stock price analysis 2026: Is META cheap before Q1 earnings report?
Meta Platforms (NASDAQ: META) reports Q1 2026 earnings April 29. Here is what retail investors need to know about ad revenue, tariff risks, Instagram Plus, and the AI bull case at $575.
CoreWeave lands Anthropic after Meta expansion, and suddenly the AI cloud race looks tighter
CoreWeave has signed Anthropic to a multi-year AI cloud deal. Read why the agreement matters for CRWV, competitors, debt risk, and AI infrastructure strategy.
Supermicro (SMCI): Can the AI server giant survive its legal crisis and deliver on $36bn guidance?
Supermicro (SMCI) trades near USD 22 after the DOJ indicted its co-founder for alleged Nvidia chip smuggling. Here is what retail investors need to know before the May 5 earnings report.
NVIDIA-backed SiFive raises $400m to expand its data center CPU roadmap
SiFive has raised $400 million to accelerate RISC-V data center CPUs. Read how this could reshape AI infrastructure competition and open compute strategy.
TCS Q4 FY26 results: Profit up 12%, record $40.7bn deal wins and AI revenue cross $2.3bn
TCS Q4 FY26 results beat expectations with ₹13,718 crore profit, $12bn TCV and $2.3bn annualised AI revenue. What it means for NSE retail investors watching the stock.
What FAR AI’s node registration launch means for GPU monetisation and AI infrastructure
FAR AI has opened node registrations for GPU owners. Read what this means for distributed inference, idle GPU monetisation, and AI infrastructure strategy.