4+ hour, 39+ min ago   (268+ words) The GPU giant is deploying tens of billions in equity investments and partnerships to lock down every layer of the AI stack. Nvidia isn’t just selling the shovels in the AI gold rush anymore. It’s buying the mines, the railroads,…...

9+ hour, 8+ min ago   (333+ words) The three companies are building a massive AI compute footprint in the kingdom, starting with a 100 MW deployment and a $10 billion partnership backing the effort AMD, Cisco, and HUMAIN have formed a strategic joint venture to build up to 1 gigawatt…...

3+ day, 8+ hour ago   (289+ words) The chipmaker is diversifying its customer base and locking in manufacturing capacity to defuse its biggest vulnerability: over-reliance on a handful of cloud giants. Nvidia’s most recent quarterly earnings showed revenue of $96.2 billion, a 106% increase year-over-year. Data center revenue alone…...

4+ day, 22+ hour ago   (270+ words) Nvidia's neocloud ecosystem is scaling to power-plant levels of energy consumption while the company pivots to a recurring revenue model backed by $500B in third-party capital Nvidia’s network of specialized AI cloud partners is on track to hit roughly 8 gigawatts of…...

5+ day, 21+ hour ago   (293+ words) With earnings due and a 21x forward P/E signaling skepticism, a major asset manager wants Nvidia to show its math The day before Nvidia’s fiscal second-quarter earnings report, one of Wall Street’s more prominent voices in AI infrastructure investing delivered…...

6+ day, 5+ hour ago   (236+ words) The chipmaker faces pressure from AMD, custom silicon, and export controls as it prepares to report fiscal Q2 results on August 26 Nvidia will report fiscal Q2 2027 results after market close on August 26, 2026, with a conference call scheduled for 2 p.m. PT. Wall Street consensus…...

6+ day, 9+ hour ago   (334+ words) The semiconductor company's deal for Claros targets a serviceable addressable market exceeding $8 billion by 2030, doubling its current opportunity in AI data center power management. Navitas Semiconductor has agreed to acquire Claros Inc. for up to approximately $232.8 million, a deal designed…...

6+ day, 9+ hour ago   (332+ words) Wall Street expects roughly $92 billion in quarterly revenue as the chipmaker's results become a proxy for the entire AI investment cycle The consensus estimate lands between $91.8 billion and $92.2 billion in revenue, representing approximately 96-97% year-over-year growth. Earnings per share are expected…...

1+ week, 1+ hour ago   (284+ words) Musk says a space optimized Vera Rubin NVL72 system is planned for launch in late 2027 with significant scale targeted for 2028. SpaceXAI will deploy Nvidia Vera CPUs to power its next generation of agentic AI workloads as the company expands the computing…...

1+ week, 2+ hour ago   (392+ words) The derivatives giant plans to launch compute futures tracking Nvidia GPU rental costs, treating AI processing power like oil or electricity. CME Group is turning raw computing power into a tradable commodity. The world’s largest derivatives exchange announced a partnership…...