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Oracle analysts divided on AI cloud upside vs $95 billion debt pressure
1+ week, 5+ day ago (895+ words) rating with a $200 price forecast. He believes investors underestimate Oracle's transformation into...
Oracle Q1FY27 Results: Analyst cites compute, capital constraints ahead of earnings
6+ day, 12+ hour ago (775+ words) have fallen 18.87% year-to-date. This suggests investors are pricing in future capital constraints and...
Nvidia Earnings: Yorkville CEO cites memory, labor bottlenecks
2+ week, 5+ day ago (736+ words) ahead of Nvidia Corp. (NASDAQ: NVDA) earnings. Investors will watch for signs that demand still outpaces...investment timelines and subsequent capital expenditure decisions? Which specific critical minerals are most at...
CME to launch Nvidia compute futures on Oct 5 amid monopoly concerns
1+ week, 14+ hour ago (426+ words) CME Group is launching AI compute futures on Oct 5 to track Nvidia H100 and B200 rental prices. While aiming to create a hedging tool for AI infrastructure costs, the market faces skepticism due to Nvidia's monopolistic control over supply. This move coincides…...
Nvidia says A100 GPUs mission-capable through 2029
1+ mon, 15+ hour ago (606+ words) Jensen Huang confirms Nvidia A100 GPUs are mission-capable through 2029, citing CUDA versatility. CoreWeave rents A100s through 2029, defying obsolescence fears. Nvidia partners with major asset managers to mobilize $500 billion in capital for AI infrastructure. Nvidia Corp (NASDAQ: NVDA) CEO Jensen Huang stated on…...
Hyperscale Data Bitcoin treasury reaches 1,087 BTC worth $70.3 million
3+ week, 3+ day ago (306+ words) The increase in Bitcoin holdings reflects ACG's continued acquisition strategy. The total holdings now include Bitcoin, cash, restricted cash, and.999 silver, with the Bitcoin component alone valued at $70.3 million as of July 19, 2026. Hyperscale Data currently expects the divestiture of ACG…...
QumulusAI signs GPU deal with DRW for Blackwell B300 capacity
2+ week, 4+ day ago (396+ words) are grateful to the employees, board members, investors, partners and customers who helped us reach this...specific financial metrics or growth targets should investors monitor to gauge the success of QumulusAI's...
Empower India expands into AI digital infrastructure
6+ day, 13+ hour ago (264+ words) Empower India Limited announced its strategic expansion into sustainable digital infrastructure solutions on September 7, 2026. The company stated it is positioned to benefit from the rapid development of India's artificial intelligence computing ecosystem. The disclosure was made pursuant to Regulation 30 of…...