Browsing Tag
NVIDIA
382 posts
SpaceX lands a $30bn Google compute deal as AI’s landlords and tenants blur before its IPO
SpaceX will rent Google ~110,000 Nvidia GPUs for $920M/month, up to $30B through 2029, its second giant compute deal. Even Google needs bridge capacity for AI demand.
Good news, bad market: how 172,000 jobs triggered the worst chip day since 2020
A blowout 172K jobs report sparked Fed rate-hike fears and a chip rout, sending the Nasdaq down 4% and the semiconductor index to its worst day since 2020.
Intel surges as agentic AI revives demand for the server CPUs everyone had written off
Intel jumped ~6% as agentic AI revives server CPU demand, with the GPU-to-CPU ratio shifting toward 1:1. The stock is up ~450% in a year, but analysts urge caution.
Navitas (NVTS) soars on Nvidia power partnership as AI data centers chase the next bottleneck
Navitas soared 20%+ on a collaboration with Nvidia's MGX ecosystem for 800V AI data center power. Bulls see the next bottleneck; skeptics see $8.6M in revenue.
Marvell (MRVL) soars 32% to a record after Jensen Huang calls it the next trillion-dollar company
Marvell soared 32% to a record after Nvidia's Jensen Huang called it the next trillion-dollar company, citing AI connectivity. But it's still about 4x from $1T.
Fluence Energy (FLNC) rockets as AI data center power demand makes it a battery storage favorite
Fluence Energy spiked up to 50% after Siemens put its storage in an Nvidia AI data center design, plus a record $10.1B backlog. Bulls and skeptics now face off on FLNC.
Nvidia (NVDA) enters the Windows PC market with Microsoft (MSFT) as Intel shares tumble
Microsoft and Nvidia will launch the first Windows PCs running Nvidia's N1X chip next week, per Axios. MSFT rose 5%, Intel fell 5% as the x86 era faces a new threat.
Micron Technology ($MU) joins the $1tn club as analysts split over whether memory has changed forever
Micron Technology, UBS, Timothy Arcuri, Susquehanna, Mehdi Hosseini, SK Hynix, Samsung, Sanjay Mehrotra, Nvidia, Counterpoint, Nasdaq
Dell Technologies (NYSE: DELL) raises FY2027 outlook to $169bn as AI infrastructure demand accelerates
Dell posted record $43.8B revenue, AI server sales up 757% and raised FY27 guidance to $169B. The stock surged 33% to an all-time high as the AI build-out accelerates.
Beneath the semiconductor rally, Qualcomm faces erosion as Wolfspeed rides an AI repricing
Qualcomm and Wolfspeed fell together in a chip selloff, but one faces Apple share loss and the other is an AI-driven turnaround as Marvell sets a record. Read more.