1+ hour, 50+ min ago  (373+ words) Google's TPU fuels 63% Cloud growth while Amazon's Trainium tops a $20B annual run rate, making both the top Nvidia cloud alternatives. Trainium2 undercuts Nvidia GPUs by 30% on cost-per-performance, with Meta and Anthropic already signed as anchor customers. Google's forward P/E of…...

20+ hour, 22+ min ago  (277+ words) Nvidia Corp. CEO Jensen Huang dismissed reports of delays in the rollout of the company's Vera Rubin AI hardware and affirmed that production remains on track. On Wednesday, during a talk on how the company could help Japan's AI ambitions…...

23+ hour, 7+ min ago  (119+ words) STORY: While the "long-term story" regarding Nvidia's success "remains intact," Casey noted the chipmaker's stock this year "has been outperformed by other areas" of the AI trade.Casey named "picks and shovels" firms Taiwan Semiconductor and ASML as being sound…...

3+ day, 6+ hour ago  (269+ words) The strength of these partnerships is reflected in NVIDIA's financial performance. In the first quarter of fiscal 2027, revenues surged 85% year over year to a record $81.6 billion, while Data Center revenues jumped 92% to $75.2 billion. Management also expects second-quarter revenues of about…...

2+ day, 7+ hour ago  (279+ words) Nvidia Corporation investors may have to wait longer for mass shipments of its next-generation Vera Rubin AI hardware, but the delay is unlikely to hurt the stock's outlook, says an analyst. KeyBanc analyst John Vinh said Nvidia's Vera Rubin rollout…...

2+ day, 5+ hour ago  (592+ words) Yahoo Finance Oops, something went wrong U.S. markets close in 5h 9m Huang says Vera Rubin in production, dismisses delay reports Investing.com -- NVIDIA (NASDAQ:NVDA) CEO Jensen Huang flatly denied reports that the company's next-generation Vera Rubin AI accelerator system is facing…...

2+ day, 9+ hour ago  (297+ words) LAS VEGAS, July 15, 2026 /PRNewswire/ -- Hyperscale Data, Inc. (NYSE American: GPUS), an artificial intelligence ("AI") data center company anchored by Bitcoin ("Hyperscale Data" or the "Company"), today announced that it expects to enter into an agreement in the coming weeks to…...

2+ day, 22+ hour ago  (131+ words) Yahoo Finance Nvidia (NASDAQ:NVDA) has reduced the number of Asian companies eligible to purchase its artificial intelligence chips after introducing tougher customer screening measures designed to comply with U.S. export restrictions, according to a Monday Financial Times report. Nvidia has…...

3+ day, 3+ hour ago  (110+ words) The New Hub Bridges Frontier Artificial Intelligence with Scalable Global Supply Chains to Empower Next-Gen Founders Building on a Long-Term Hardware Strategy and Global Footprint A Physical Hub Empowering Early-Stage Founders Initial Focus: Three High-Growth Sectors with Strong Supply Chain…...

3+ day, 6+ hour ago  (319+ words) Investing.com -- Morgan Stanley reiterated an Overweight rating on Broadcom in a note on Tuesday, pushing back on investor concerns that MediaTek could significantly erode Broadcom's share of Google's TPU business. Analyst Joseph Moore told investors that Morgan Stanley expects…...