2+ day, 23+ hour ago   (86+ words) TradingView BRN: Edge AI demand accelerates, with strong chip sales, key partnerships, and a robust strategic roadmap Edge AI market momentum is driving strong demand in defense, wearables, and IoT, with 25% of AKD1500 chip inventory sold and key partnerships established. Management…...

5+ day, 11+ hour ago   (723+ words) There is no company in technology where the gap between operating momentum and share price is wider than Oracle. The database giant reports fiscal first-quarter results on Thursday after the close. It arrives carrying a remaining performance obligation of roughly…...

5+ day, 21+ hour ago   (583+ words) New Delhi, Sept. 8 -- Move over venture capitalists-Nvidia is the heavyweight investor in artificial intelligence. And the chip maker's portfolio is only set to get bigger in the coming years. According to Nvidia, as of July 26 it had equity investments worth…...

6+ day, 6+ hour ago   (254+ 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…...

6+ day, 8+ hour ago   (189+ words) Marvell Technology Inc. (MRVL, Financials) is already cashing in big on the AI boom. The next best thing, perhaps, is to move all that info faster. Second-quarter revenue skyrocketed 37% to a record $2.74 billion. Data-center sales soared 46% to $2.17 billion. Today, the…...

3+ week, 2+ day ago   (198+ words) As rivalry in AI inference intensifies, the leader in AI chips, Nvidia Corp. (NVDA, Financials), is apparently considering a transaction with South Korean startup Rebellions. Bloomberg said that the corporation is in early talks with the company on numerous possibilities…...

3+ week, 4+ day ago   (144+ words) TradingView HIVE Digital Technologies signs $350M, 5-year GPU cloud deal for 2,016 Blackwell GPUs HIVE Digital Technologies announced a five-year, ~$350 million GPU cloud services agreement to deploy a 2,016-GPU NVIDIA Blackwell Ultra cluster. - BUZZ will deploy a dedicated cluster of 2,016 NVIDIA Blackwell…...

3+ week, 4+ day ago   (78+ words) TradingView XtalPi Holdings: AI4S Intelligent Solutions revenue soared 136% YoY, driving strong organic growth in H1 2026 Organic revenue grew 74% year-over-year in H1 2026, driven by a 136% surge in AI4S Intelligent Solutions, while total revenue declined due to fewer major pipeline BD deals. Cash reserves increased 23% to…...

3+ week, 4+ day ago   (78+ words) TradingView GPUS: Q2 revenue up 35% year-over-year, but liquidity risks persist amid rising capital needs Revenue grew 35% year-over-year in Q2 2026, led by Defense and blockchain, but net loss widened to $21.7M. Liquidity remains a concern with over $100M in capital needs for data center expansion,…...

3+ week, 5+ day ago   (688+ words) HIVE Digital Technologies Ltd. HIVE used its fiscal first-quarter 2027 earnings call to emphasize a faster GPU cloud ramp, backed by a newly announced five-year contract and a broader high-performance computing pipeline. Management also stressed funding discipline, margin expansion potential and…...