Browsing Tag
NVIDIA
238 posts
OpenAI bets big on custom silicon with Broadcom, targeting 10 GW of AI accelerator capacity by 2029
Find out how OpenAI’s 10 GW Broadcom chip alliance could redefine AI infrastructure, energy demand, and investor sentiment across global markets.
October 13, 2025
Can hyperscale AI clusters like Azure’s GB300 NVL72 set a new ceiling for enterprise AI ambitions—or will cost, power, and data sovereignty limits bite back?
Hyperscale AI clusters like Microsoft Azure’s GB300 NVL72 promise unprecedented power—but will rising costs, energy use, and sovereignty limits slow the revolution?
October 13, 2025
How Microsoft and NVIDIA quietly built the supercomputer OpenAI needs for trillion-parameter models—what’s next for cloud AI?
Microsoft Azure debuts the world’s first NVIDIA GB300 NVL72 supercluster for OpenAI—find out how this reshapes the future of hyperscale AI infrastructure.
October 12, 2025
Nanyang Biologics to list via $1.5bn SPAC — What it means for The9 investors and biotech markets
The9-backed Nanyang Biologics plans a $1.5B SPAC listing on Nasdaq. Find out what this means for AI drug discovery, The9’s stock, and investors.
October 2, 2025
Microsoft locks in $17.4bn Nebius deal—are neoclouds the new backbone of AI?
Microsoft signs a $17.4B AI infrastructure deal with Nebius, highlighting the rise of neoclouds as hyperscalers race to ease the global AI compute crunch.
October 2, 2025
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.
October 2, 2025
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.
October 1, 2025
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.
September 30, 2025
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.
September 30, 2025
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.
September 28, 2025