Browsing Tag
NVIDIA
383 posts
Why top investors are backing Cerebras as the fastest Nvidia rival in AI inference
Cerebras secures $1.1B Series G at $8.1B valuation. Discover why investors are betting big on AI infrastructure expansion and U.S. manufacturing growth.
Are Nvidia and Broadcom too hot to hold? The risks hiding behind record AI stock gains
Discover why Nvidia, Broadcom and other AI chip stocks may be too hot to handle as record gains fuel stretched valuations and investor crowding risks.
CoreWeave shares jump after reports of $14bn Meta partnership to boost AI infrastructure
CoreWeave’s $14B Meta deal sends shares higher. Find out how this move redefines AI infrastructure, risk, and investor sentiment today.
Why Intel’s $2bn share sale to SoftBank could reshape the U.S. chipmaker’s turnaround story
Intel sells $2B in stock to SoftBank, raising fresh capital at a turning point for its foundry and AI strategy. Find out what it means for investors.
Are Tesla and Apple losing their shine as Wall Street’s AI trade broadens?
Wall Street shifts focus from the Magnificent Seven to rising AI leaders like Broadcom, Oracle, and Palantir. Find out where investor flows are heading.
From SanDisk to Tesla, here’s how trending stocks reacted to the Fed’s inflation message
Fed signals and strong economic data reshaped investor bets this week. See which stocks trended, how institutions reacted, and what lies ahead for markets.
Modular bags $250m to build AI’s “hypervisor” — but can it outpace hyperscalers and chip giants?
Modular raises $250M at a $1.6B valuation to expand its unified compute platform. Find out why investors see it as the future of AI infrastructure.
Alibaba Cloud bets on Brazil, Europe, and Asia with new data centers — but can it rival AWS and Microsoft?
Alibaba Cloud expands into Brazil, Europe, and Asia with new data centers, AI programs, and industry partnerships. Find out how it aims to rival AWS and Microsoft.
The sovereign compute race: How nations are competing for hyperscaler AI infrastructure
Nations are rushing to build sovereign AI compute infrastructure. Find out how the UK, EU, Asia, and the Gulf are competing for hyperscaler dominance.
OpenAI doubles down on CoreWeave: What the $6.5bn contract says about the AI arms race
CoreWeave’s $6.5 B OpenAI deal cements its role in the AI arms race. Explore what it means for Nvidia, hyperscalers, and the future of compute.