Browsing Tag
NVIDIA
383 posts
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.
OpenAI closes largest private funding round in Silicon Valley history at $852bn valuation
OpenAI closes a $122B funding round at an $852B valuation. What it means for AI infrastructure, the IPO timeline, and enterprise competition. Read more.
SLB and NVIDIA expand AI collaboration to industrialise energy-sector data infrastructure
SLB and NVIDIA expand their AI collaboration with modular data centres and an AI Factory for Energy. Here is what it means for investors and the sector.
NVIDIA unveils open data factory blueprint as Jensen Huang targets $1tn AI compute opportunity
NVIDIA's Physical AI Data Factory Blueprint automates synthetic training data at scale for robotics and AVs. Read what it means for NVDA's AI infrastructure strategy.
MGT and Protopia AI partner with HPE to operationalize AI adoption for state and education agencies
MGT, Protopia AI, and Hewlett Packard Enterprise launch an AI Experience Center for government agencies. Discover why it matters for public sector AI adoption.