Browsing Tag
NVIDIA
382 posts
ASUS server business grows 200% as Intel, AMD and edge AI widen its infrastructure bet
ASUSTeK Computer is expanding its AI infrastructure portfolio across Intel, AMD, industrial edge systems, storage, cooling and software after server revenue roughly tripled in the second quarter. The strategy could reduce dependence on individual platforms, but NVIDIA architectures still dominate the company’s current server mix.
ESDS is putting 80% of its IPO into servers and cloud infrastructure, now utilisation has to justify a Rs 5,028cr valuation
ESDS Software Solution closes its ₹720 crore IPO today with 80% of the proceeds earmarked for cloud and data-centre infrastructure. Revenue increased 31% and profit more than doubled in FY26, but a roughly 42-times post-issue earnings valuation assumes its AI, GPU and sovereign-cloud expansion can convert heavy infrastructure spending into sustained high-margin growth.
Gatik’s autonomous trucks have completed 85,000 driverless orders, so why is the next stage much harder?
Gatik has secured $200 million after completing 85,000 fully driverless orders and building more than $600 million in contracted revenue. With PepsiCo, Loblaw and other major customers moving beyond pilots, the next test is whether dozens of autonomous trucks can become thousands without weakening safety, service levels or fleet economics.
Nvidia (Nasdaq: NVDA) jumps after $96bn Q2 as $108bn Q3 test looms
Nvidia Q2 revenue doubled to $96.2bn and Q3 guidance hit $108bn. Can Rubin growth outweigh falling margins at a $5tn valuation?
Nutanix Q4 operating margin jumps 790 basis points as ARR reaches $2.55bn
Nutanix ended fiscal 2026 with $2.55 billion of ARR, $2.85 billion of revenue and $840.7 million of free cash flow, while Q4 non-GAAP operating margin expanded nearly eight percentage points to 26.2%.
Cisco adds Supermicro compute as AI Factory targets rack-scale Rubin era
Cisco is adding Supermicro liquid-cooled compute to its NVIDIA-powered Secure AI Factory, pushing deeper into rack-scale infrastructure just as hyperscaler AI orders reach $9.3 billion and lower-margin AI hardware becomes more important to its revenue mix.
Micron puts $10bn behind memory research as quarterly revenue reaches $41.5bn
Micron Technology is committing $10 billion over a decade to a new research institution in Boise focused on future memory, compute architectures, packaging and semiconductor manufacturing, even as current AI demand is already producing extraordinary financial returns.
CoreWeave has $104bn of AI backlog, but 79% sits beyond the next two years
CoreWeave’s backlog is 8.1 times its 2026 revenue guidance midpoint, but converting it requires up to US$39bn of capex and sustained capacity execution.
FORT Robotics targets Nasdaq in $556.6m deal as physical AI safety scales
FORT Robotics has agreed to combine with Newbury Street II Acquisition Corp. at a $556.6 million enterprise value, seeking capital to expand the safety, observability and cybersecurity layer around autonomous machines.
Hudson River Trading picks CoreWeave for next-gen AI trading research platform
CoreWeave signs multi-billion-dollar AI cloud deal with Hudson River Trading, its third marquee quant win of 2026 after Jane Street and IMC contracts.