6+ day, 9+ hour ago   (775+ words) DA Davidson analyst Gil Luria warns that Oracle Corp. (NYSE: ORCL) faces significant constraints in compute capacity and capital ahead of its first-quarter fiscal 2027 earnings report on Sept. 10. Luria stated that while demand for Oracle’s cloud infrastructure is robust, the…...

6+ day, 9+ 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…...

1+ week, 11+ 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…...

1+ week, 5+ day ago   (895+ words) Citigroup analyst Tyler Radke maintained a Buy rating on Oracle with a $330 price forecast. He argued the stock could more than double from current levels after losing roughly a quarter of its value over three months. Radke attributed the decline…...

2+ week, 4+ day ago   (396+ words) QumulusAI Inc has entered into a GPU-as-a-Service agreement with DRW to provide dedicated NVIDIA Blackwell B300 compute capacity. The deal, which can run for up to four years, is the company's second financial-sector contract, contributing to over $246 million in aggregate agreements…...

2+ week, 5+ day ago   (736+ words) Yorkville America CEO Steve Neamtz highlights physical constraints in the AI supply chain ahead of Nvidia Corp. (NASDAQ: NVDA) earnings. Investors will watch for signs that demand still outpaces capacity. Neamtz argues the primary challenge is no longer capital availability…...

3+ week, 2+ 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…...

1+ mon, 12+ 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…...