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News
Nvidia's Australia AI Plan Is Bigger Than It First Looks
4+ day, 6+ hour ago (192+ words) Nvidia Corp. (NVDA, Financials), the semiconductor company best known for its artificial intelligence chips, is planning an Australian expansion that could reshape the country's data center market. The company is working with Firmus, CDC, NEXTDC and AirTrunk to build as…...
Nvidia-Backed Firmus Passes 900 Megawatts With OpenAI Deal
6+ day, 6+ hour ago (191+ words) GuruFocus Nvidia-Backed Firmus Passes 900 Megawatts With OpenAI Deal Firmus runs two data centres and has five more under development - Firmus will deploy Nvidia's Vera Rubin processors across Asia-Pacific, with Nvidia also among its investors. Firmus, the Australian AI infrastructure developer,…...
Nvidia, Microsoft at Center of $7 Trillion AI Boom
6+ day, 23+ hour ago (246+ words) America's AI infrastructure boom could triple by 2030, creating an investment cycle beyond Nvidia's graphics processors. The United States has approximately 90 operating data centers requiring more than 100 megawatts of power, a record, according to The Kobeissi Letter. If all planned projects…...
Jensen Huang Says AGI Has Arrived. Nvidia Investors Should Pay A
1+ week, 6+ hour ago (156+ words) Nvidia Corp. (NVDA, Financials) CEO Jensen Huang thinks artificial intelligence just crossed a major line. His words were simple: “AGI has arrived.” Huang made the comment following OpenAI's launch of GPT-6 Astra, its latest model. Whether Astra truly qualifies as…...
Nvidia Is Nearing a $14 Billion AI Deal With a $1 Billion Twist
1+ week, 5+ day ago (81+ words) GuruFocus Nvidia Is Nearing a $14 Billion AI Deal With a $1 Billion Twist Nvidia is reportedly nearing a $12.9 billion acquisition - About $1 billion may go toward employee retention Nvidia Corp. (NVDA, Financials) may be gearing up to spend up to $14 billion to…...
Anthropic's $35 Billion Cloud Deal Comes With an Nvidia Twist
1+ week, 5+ day ago (215+ words) Nvidia Corp. (NVDA, Financials), the leading artificial intelligence chipmaker, is taking a deeper role in Anthropic's latest infrastructure expansion than simply supplying GPUs. Anthropic has signed a cloud-computing deal worth $35 billion with Nvidia-backed provider Lambda, according to The Wall Street…...
Nvidia Just Put $3.5 Billion Behind Its Next AI Expansion
1+ week, 6+ day ago (184+ words) MediaTek is investing $3.5 billion in convertible bonds issued by Nvidia Corp. (NVDA, Financials), the chipmaker at the heart of the artificial intelligence boom, as the two companies deepen their AI relationship. This partnership will focus on cloud infrastructure, edge computing…...
Google May Be Sitting on a $200 Billion AI Opportunity
2+ week, 5+ day ago (102+ words) GuruFocus Google May Be Sitting on a $200 Billion AI Opportunity Morgan Stanley sees major upside from its custom AI chips. - Morgan Stanley sees up to $200 billion in TPU-related revenue. Alphabet Inc. (GOOGL, Financials) could be a lot bigger AI chip…...
AMD May Have Found Its Next Big AI Growth Engine
2+ week, 5+ day ago (84+ words) GuruFocus AMD May Have Found Its Next Big AI Growth Engine Agentic AI could reshape demand for server CPUs. Advanced Micro Devices Inc. (AMD, Financials) might be looking at a wider AI play than just selling accelerators. Raymond James upgraded…...