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NVIDIA AI SERVERS
Oracle expands chip supply deal with Nvidia, adds Google and Cerebras offeringsOracle and Nvidia said the cloud firm will expand to "multi-gigawatt scale" with Nvidia's newest generation of "Vera Rubin" AI servers. The...- Meta eyes record $95 billion equity raise to fund AI expansionThe Facebook parent has launched public offerings worth about $35 billion in common and preferred stock, and said it also plans to launch a...
- SpaceX enters $40 billion deal with Apollo for AI chip financingThe deal highlights SpaceX's heavy spending, as it tries to capitalize on surging demand for computing power to help bankroll its Moon and ...
- Ukraine’s drone strikes hit Yandex, Sberbank and VKontakte. Is Russia’s AI future at risk?Ukrainian drone strikes have damaged data centers belonging to Yandex, Sberbank and VKontakte, disrupting digital services across Russia. W...
- Why are analysts still cautious despite Super Micro’s strong outlook?Super Micro Computer raised its first-quarter revenue forecast to $18.5 billion–$19.5 billion on stronger AI infrastructure demand. Higher ...
- From Rome to Washington, why governments are pulling DeepSeek off official systemsAt least eight governments, now including the US, have restricted the Chinese AI company's products. Most cite the same concern – user data...
- China's AI data centre boom faces Return-on-Investment test as financing costs rise: Goldman SachsGoldman Sachs examined three business models in China's data centre sector: traditional powered-shell facilities, integrated AI data centre...
- As India buys more AI chips, the real test is to keep them runningIndustry leaders said businesses must pay closer attention to the systems around their processors, which actually decide the return on thei...
- CoreWeave stock wipeout exposes divide between AI fear and greedCoreWeave Inc. is navigating turbulent stock trends due to climbing bond yields and investor trepidation over its debt, raising fears of de...
- US Stock Market: What to led to S&P 500, Nasdaq, Dow Jones, Russell 2000 rebound after historic low despite fall of Nvidia stocks, TSMC shares?US Stock Market today: Nvidia dipped 1.8 per cent after chip manufacturer TSMC struck a cautious note on 2027 despite reporting a sixth con...
- AI stock selloff eases as investors buy on dips amid falling bond yieldsA selloff in risky AI-linked stocks eased as buyers returned to technology amid falling bond yields. CoreWeave experienced significant stoc...
- US stocks: AI shares tumble up to 16%, erasing $80 billion as hot US inflation fuels rate fearsAmid rising inflation, major AI firms like CoreWeave and Dell Technologies experienced significant stock price drops, losing around $80 bil...
- Microsoft Azure is not taking cost-cutting measures, says software giant spokesperson amidst AI overhaul reportsMicrosoft has announced the next generation of its custom AI chip and said it plans to deploy potentially more than a million of them next ...
- Could Iran target the Gulf’s digital backbone? The risks to data centres and internet cables explainedIran's warning raises concerns about the vulnerability of Gulf data centres and digital infrastructure to potential attacks. Recent escalat...
- Scaleway to build AMD-powered AI supercomputer in SwedenScaleway is embarking on an ambitious project to build an AI supercomputer in Sweden, which will significantly bolster the European AI infr...
- Microsoft plans huge deployment of its own AI chips, with an eye on saving costsThe Maia 300, as the chip is called, is the third generation of the company's custom chips designed to handle AI data crunching such as cod...
- Super Micro contractor pleads guilty in scheme to divert AI servers with Nvidia chips to ChinaIn March, US prosecutors charged Ting-Wei "Willy" Sun and two others associated with Super Micro, including a co-founder, with conspiring t...
- Taiwan says exports hit record in September on AI demandThe island is a powerhouse in the semiconductor sector, producing more than 90 percent of the world's most advanced chips used to train and...
- Nvidia still 'the one' for AI? BNP Paribas raises target to $345, sees up to 47% upsideBNP Paribas has retained its Outperform rating on Nvidia and raised its target price to $345 from $285, implying 47% upside. The brokerage ...
- Broadcom starts amassing $60 billion to fund chips for Anthropic: ReportBanks involved in the massive debt package are poised to send out syndication letters for a $42 billion Class A senior-secured tranche, the...
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