Browsing Tag
NVIDIA
383 posts
Cisco Systems guides FY26 revenue to $63bn, cuts nearly 4,000 jobs as AI orders hit $5.3bn: $CSCO surges toward record
Cisco Systems is cutting 4,000 jobs while AI orders compound past $9 billion. The question is whether Chuck Robbins can hold margins through tariffs.
Nscale lines up $790m for Narvik AI campus as Microsoft fills the slot OpenAI walked away from
OpenAI walked away from Stargate Norway. Nscale just raised $790 million anyway, with Microsoft (MSFT) now anchoring the Narvik AI campus.
ParTec AG (ETR: JY0): Why the German HPC group’s share price now turns on an Nvidia patent appeal
ParTec built Europe's first exascale supercomputer. Now its Nvidia appeal and Microsoft Texas jury trial will decide if JY0 is a €16 stock or a €100 one.
Humanoid robots finally have a day job, and ROBOTERA’s $200m raise shows why it matters
Humanoid robots need real work, not stage tricks. ROBOTERA’s $200 million raise shows why logistics may decide the first winners.
India’s answer to Starcloud and SpaceX: Pixxel-Sarvam Pathfinder bets on sovereign compute in space
Ground data centres are hitting power, land, and water limits. Pixxel and Sarvam are betting India can leapfrog the bottleneck from orbit.
AirTrunk commits $3bn to JHB3 and JHB4 as Malaysia bet hits $6.8bn
AirTrunk is pouring USD3 billion more into Johor as Singapore caps capacity and Malaysia tightens AI data centre rules. Whose grid pays the bill?
Intel investment in SambaNova clears US antitrust review as INTC trades near 52-week high
Intel chairs the startup it just invested in. Regulators looked, walked away, and cleared the path for a deeper bet against Nvidia's inference dominance.
Nebius (NBIS) strikes $643m Eigen AI acquisition to anchor inference at Token Factory
Nebius has the compute. It needed the inference moat. The $643 million Eigen AI deal is how Token Factory plans to outprice Together AI and Fireworks.
Claude Opus 4.7 enters enterprise cyber defense as TrendAI targets exploitable vulnerabilities
AI can find flaws faster than companies can fix them. TrendAI’s Anthropic tie-up tests whether cyber defense can finally close the gap.
Planet Labs PBC stock sits near 52-week high as Pelican satellite strategy gains defense traction
Sweden needed sovereign space faster than planned. Planet Labs’ Pelican launch turns that urgency into a defense growth test for PL.