Browsing Tag
NVIDIA
383 posts
HCLTECH near 52-week low after Q4 miss — what the FY27 guidance is really telling the market
HCLTech Q4 FY26 results analysed: $620M AI revenue, margin compression, FY27 guidance and what HCLTECH's near 52-week low signals. Read more.
Persistent Systems (NSE: PERSISTENT) grows at five times Infosys’s guided pace in FY26 as AI deal wins accelerate
Persistent Systems posts $1.65B FY26 revenue with 17.4% growth and 15.6% EBIT margin. Read what the 24th consecutive growth quarter signals for Indian IT. →
Hesai Technology (NASDAQ: HSAI) is moving past lidar, and that could matter more than investors think
Hesai Technology unveiled Picasso, ETX, and Kosmo in a wider physical AI push. Read what the move means for lidar markets, robotics, and HSAI stock.
Marvell Technology (MRVL): Why the Nvidia deal and custom ASIC pipeline make this the AI infrastructure stock retail investors keep coming back to
Marvell Technology (MRVL) has tripled in 12 months. The Nvidia deal, 20-plus XPU programmes and $11bn FY27 guide explain why. Full retail investor roadmap here.
Accenture backs General Robotics as manufacturers push beyond robot pilots into scaled autonomy
Accenture has invested in General Robotics to scale physical AI in manufacturing and logistics. Read what the deal could mean for industrial automation.
Why Cerebras’ IPO filing looks less like a chip listing and more like an AI infrastructure wager
Cerebras has filed for an IPO after a massive OpenAI deal. Read why the filing matters for AI chips, inference economics, and public market appetite.
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.