Browsing Tag
NVIDIA
324 posts
Megaport (ASX: MP1) slips as August 20 results test A$827m AI bet
Megaport’s A$4.2bn value rests on an A$827m AI bet. August 20 results must prove its core network can fund the transformation.
Fusion just pulled in another $1bn, and Commonwealth Fusion Systems is the market test
Commonwealth Fusion Systems’ latest $1 billion equity raise brings its total capital to $4 billion, but the real test is whether SPARC can unlock a financeable path to the ARC fusion power plant in Virginia.
Cognizant launches EMEA AI Unit as $CTSH faces its biggest test beyond pilot-stage AI
Cognizant’s new EMEA AI Unit brings specialist engineering, governance and delivery teams together as enterprises seek production-ready agentic AI without becoming dependent on one technology provider.
Nvidia launches Open Secure AI Alliance after Hugging Face agent breach
Nvidia is bringing cloud providers, cybersecurity companies, enterprise software groups and open-source organisations together to build shared security tools for autonomous artificial intelligence agents.
Intel (INTC) taps Lens Technology for glass substrate collaboration on AI packaging
Intel and Lens Technology signed a mostly non-binding MOU on through-glass via packaging, betting on the yield problem gating 2030 glass substrate scaling.
Can NVIDIA turn Amkor Technology’s costly Arizona expansion into a high-margin AI business?
Amkor Technology gains a major customer commitment for its United States packaging expansion, but returns will depend on construction, qualification and utilisation.
TotalEnergies Q2 adjusted profit hits $6bn on high oil and refining margins
TotalEnergies posted $9.8bn Q2 cash flow and cut gearing to 13.1%, yet Strait of Hormuz losses of 210 kboe/d now shape the second-half production story.
Why IREN’s $2.8bn AI contract win matters for IREN stock and GPU cloud growth
IREN’s $2.8 billion AI cloud contracts raise its ARR target above $4 billion, strengthening IREN stock’s GPU infrastructure story.
Penguin Solutions (Nasdaq: PENG) secures zero-interest capital to expand its AI factory platform
Penguin Solutions secured zero-coupon funding through 2031, but the refinancing also brings immediate share issuance, higher gross debt and new execution demands.
Grid Dynamics (Nasdaq: GDYN) targets industrial automation growth through Doosan Robotics
Grid Dynamics is combining its enterprise AI software with Doosan Robotics’ global cobot portfolio, targeting factory and logistics work that conventional automation struggles to perform.