Browsing Tag
NVIDIA
382 posts
Ocean Power Technologies and Stratum target a new frontier for renewable-powered AI
Ocean Power Technologies and Stratum plan to test offshore AI computing using PowerBuoy systems, renewable energy and NVIDIA GPUs.
Cadence launches sovereign AI design cloud in Munich as $8.1bn backlog supports expansion
Cadence Design Systems has made a sovereign engineering cloud available in Munich, combining semiconductor design software, AI computing and digital twin technology under European data residency arrangements. The expansion follows strong software growth and an $8.1 billion backlog, but its commercial contribution will depend on customer utilisation and demand for locally controlled engineering infrastructure.
Trend Micro brings NVIDIA Nemotron into sovereign cloud cybersecurity operations
Trend Micro is integrating NVIDIA Nemotron open models into its customer-controlled cybersecurity platform, targeting organisations with strict data residency and infrastructure requirements. The initiative could expand AI-assisted threat detection across regulated industries, but the Nemotron integration has not yet reached general availability.
Palantir expands sovereign AI as L3Harris reports 95% lower model costs
Palantir has disclosed new enterprise deployments spanning defence, construction, semiconductor supply chains and healthcare, with customers reporting substantial improvements in specific AI workflows. The developments strengthen its sovereign AI strategy, although customer-reported performance gains are not equivalent to audited financial returns or guaranteed recurring revenue.
Supermicro (SMCI) lifts quarterly revenue estimate to $19bn as AI server demand surges
Super Micro Computer expects September-quarter revenue to exceed its previous guidance by approximately 27% at the midpoint, while its anticipated gross margin has also improved. The announcement strengthens the company's AI infrastructure growth outlook, but final earnings, customer concentration and cash conversion remain important tests.
Semtech targets $3.2bn revenue by 2030 as AI networking ambitions collide with stock sell-off
Semtech Corporation has outlined ambitious fiscal 2030 financial targets, with data-centre products expected to contribute approximately two-thirds of projected revenue. Management also raised near-term guidance, but investors are questioning whether exceptionally rapid AI connectivity growth can sustain the profitability assumptions embedded in the long-term plan.
Asia-Pacific telco AI alliances split into four models, but only some move carriers up the value chain
Public agreements across seven Asia-Pacific markets show telco and hyperscaler partnerships clustering into four models: physical network integration, sovereign cloud, AI compute platforms and edge automation. The structure matters because some carriers are capturing little more than infrastructure economics, while others are trying to move into higher-value AI services.
Kuehne+Nagel air-freight profit jumps 84% as AI hardware becomes a logistics boom
Kuehne+Nagel raised its 2026 profit forecast again after semiconductor and cloud-infrastructure shipments drove an 84% jump in Air Logistics EBIT, revealing an overlooked layer of the artificial intelligence supply chain.
Lam Research posts record $8.2bn revenue, so why did LRCX plunge 12%?
Lam Research delivered record revenue, margins and earnings as artificial intelligence drives semiconductor equipment demand, but supply constraints, China exposure and a merely in-line December outlook triggered a sharp valuation reset.
SpaceX (NASDAQ: SPCX) earns $4.4bn but spends $19.6bn. Can AI pay for itself?
SpaceX's first profitable quarter since its Nasdaq debut delivered US$14.6 billion in revenue, powered by a dramatic expansion in artificial intelligence. Yet capital expenditure exceeded quarterly sales, raising a bigger question about how quickly its computing business can fund its own growth.