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News
Surging cloud revenue boosted Oracle’s quarterly results. Here’s what analysts are saying
1+ day, 22+ hour ago (21+ words) The software giant reported a surge in cloud infrastructure revenue during its latest quarter. Here's what Wall Street analysts are saying....
Oracle is one of the top infrastructure builders for this cloud era, says Jefferies Brent Thill
2+ day, 18+ hour ago (33+ words) CNBC Oracle is one of the top infrastructure builders for this cloud era, says Jefferies Brent Thill...
What's behind Nvidia buying Hugging Face? A past Microsoft deal offers clues
1+ week, 2+ day ago (10+ words) This is nothing new to the world of Big Tech....
New Street's Pierre Ferragu on Nvidia: $400+ stock price 'very likely' in the next 18 months
1+ week, 4+ day ago (33+ words) CNBC New Street's Pierre Ferragu on Nvidia: $400+ stock price 'very likely' in the next 18 months...
Daniel Roberts: The bottleneck isn’t demand. It’s bringing GPUs online
1+ week, 5+ day ago (23+ words) CNBC Daniel Roberts: The bottleneck isnât demand. Itâs bringing GPUs online...
Broadcom is our top pick for the next evolution in custom AI chips, says BakerAvenue's King Lip
2+ week, 1+ day ago (35+ words) CNBC Broadcom is our top pick for the next evolution in custom AI chips, says BakerAvenue's King Lip...
OpenAI says its Broadcom custom chip is a winner. What does that mean for Nvidia?
2+ week, 4+ day ago (21+ words) Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading....
Perplexity, Nvidia partner to run AI directly on desktop instead of major cloud providers
2+ week, 4+ day ago (29+ words) CNBC Perplexity, Nvidia partner to run AI directly on desktop instead of major cloud providers...
Nvidia’s dependence on hyperscalers faces big test in earnings report
2+ week, 5+ day ago (720+ words) Nvidia has been the profit engine of the artificial intelligence boom, filling up data centers with its graphics processing units, which are also powering the biggest AI models. But if there’s one persistent concern among investors regarding Nvidia’s ability to…...
Making old GPUs new again: Sprout CEO Shelly Li on the GPU lifecycle for enterprise
2+ week, 6+ day ago (31+ words) CNBC Making old GPUs new again: Sprout CEO Shelly Li on the GPU lifecycle for enterprise...