AWS and Nvidia announced plans to supply an additional 2 million GPUs to enhance infrastructure for agentic and physical AI systems, building on AWS's existing deployment of over 1 million Nvidia GPUs…
Goldman Sachs and five other financial firms are part of a consortium mobilizing over $500 billion to support NVIDIA's AI infrastructure initiatives, according to a report. The financing targets NVIDI…
Nvidia's credit default swap (CDS) spreads rose to 82 basis points in late July before easing to 72.11 basis points by August 11, signaling increased perceived credit risk tied to its AI-driven financ…
ARK Invest has acquired shares in Nvidia and sold its holdings in Deere, reflecting confidence in Nvidia's AI-chip market dominance, while Broadcom's stock has dipped following recent earnings disappo…
NVIDIA shares rose 4.3% to a two-month high, with market capitalization around $5.0 trillion, according to Tenet Research. The surge reflects renewed confidence in NVIDIA's AI infrastructure and semic…
Hon Hai Precision Industry Co., also known as Foxconn, reported a 54.2% increase in monthly sales to NT$946.5 billion, the highest on record, driven by strong demand for AI servers from clients such a…
Nvidia, the leading supplier of AI GPUs, faces demand that outpaces supply by a 12-to-1 ratio, according to analyst Dan Ives, boosting its revenue prospects. The company reported $82 billion in Q1 rev…
Amazon, Google, Microsoft, and Meta collectively raised capital expenditures to $165 billion in Q2, an 87% increase year-over-year and a 393% rise over three years, signaling a major push into AI infr…
Cloud revenue growth exceeding 40% signals strong GPU demand across AI and data-center sectors, benefiting companies like NVIDIA and AMD. NVIDIA's data-center revenue, driven by cloud service provider…
Alphabet Inc.'s stock fell over 4% on July 16, 2026, after delays in Google's AI initiatives, including the Gemini 3.5 Pro model and the postponement of replacing Google Assistant with Gemini on Andro…
ASML, the world's leading supplier of chip manufacturing equipment, raised its 2026 financial forecasts and announced production expansion plans after reporting better-than-expected second-quarter ear…
Alphabet reported a significant profit surge in Q1 earnings, contrasting with Microsoft's stock pressure amid investor concerns over AI profitability timelines, as the tech giant intensifies AI invest…