NVIDIA and its partners announced a $500 billion commitment to build AI infrastructure across the United States, with semiconductor production underway at TSMC's Arizona facility and new AI systems fa…
NVIDIA and its partners are investing in American manufacturing, supply chains, and energy grids to produce AI infrastructure, including advanced chips and systems, aiming to reinvigorate U.S. industr…
Corning stock offers a potential 59% return as the glass maker benefits from AI demand. The company's position in AI infrastructure drives investor interest.…
Bending Spoons filed for an IPO, positioning itself as an anti-AI play in a market where tech stocks fell on Friday due to a strong labor report raising interest rate concerns. Meanwhile, OpenAI is ex…
Nvidia has committed at least $6.5 billion to photonics companies since March 2026, including investments in Coherent, Lumentum, Marvell, and Ayar Labs, as AI data-center builds expose the physical li…
Nvidia has invested at least $6.5 billion in photonics companies since March 2026, including $2 billion each in Coherent, Lumentum, and Marvell, up to $3.2 billion in Corning, and participation in Aya…
Corning (GLW) received a Buy rating with 10-15% upside from a Seeking Alpha analyst, driven by AI-related optical demand tied to a reported long-term partnership with Nvidia, a tariff-protected U.S. s…