GPUs

Companies · 1 week ago Oracle Reports Strong Q1 FY27 Earnings with $19.3B Revenue and $664B in Backlog Oracle's fiscal first-quarter results for 2027 reveal a 30% revenue increase to $19.3 billion, driven by robust cloud and AI investments, alongside a significant backlog of $664 billion in performance obligations.

Markets · 1 week ago DeepSeek Launches V4.1 Flash AI Model, Disrupting Competitors with Low Costs DeepSeek has unveiled its V4.1 Flash AI model, promising superior performance at significantly lower operational costs, impacting competitors like MiniMax and Z.ai.

Derivatives · 1 week ago Michael Burry Sells Nvidia Options While Maintaining Bearish Stance on AI Stocks Investor Michael Burry has completely sold his Nvidia put options as part of a broader portfolio adjustment, while still holding significant bearish positions on AI stocks, including Palantir and the Nasdaq-100.

Funding · 1 week ago Zankore Secures $3.1 Billion Financing for AI Infrastructure in Indonesia Zankore has secured a $3.1 billion loan to establish a significant AI infrastructure in Indonesia, marking a major milestone in the Asia-Pacific region's AI sector.

Funding · 2 weeks ago Qualcomm Partners with Amazon for AI Chip Development in $60 Billion Deal Qualcomm has entered a significant partnership with Amazon to develop custom AI chips for AWS data centers, potentially worth up to $60 billion.

Companies · 2 weeks ago Huawei Targets 600,000 AI Chips by 2026 Amid Semiconductor Supply Chain Push Huawei aims to produce 600,000 Ascend 910C AI accelerator chips by 2026, doubling previous output levels as part of its broader semiconductor strategy.

Funding · 2 weeks ago Anthropic Withdraws from $6 Billion Acquisition of AI Startup Decart Anthropic has halted its negotiations to acquire Decart, an Israeli AI startup, valued at $6 billion, amid preparations for a potential IPO.

Markets · 2 weeks ago Micron Technology Emerges as Top S&P 500 Performer Amid AI Demand Surge Micron Technology has become the best-performing stock in the S&P 500 over the past five years, driven by soaring demand for memory chips due to AI advancements.

Hacks & Exploits · 2 weeks ago OpenAI Launches Astra Model, Boosting Semiconductor Sector Recovery OpenAI's release of the Astra AI model has sparked a recovery in the semiconductor sector, which had been struggling since late July. The model's extensive training requirements highlight its ambitious capabilities.

Companies · 2 weeks ago Nvidia CEO Jensen Huang Claims Arrival of AGI with OpenAI's GPT-6 Astra Jensen Huang, CEO of Nvidia, asserts that artificial general intelligence (AGI) has been achieved, citing OpenAI's latest model, GPT-6 Astra, as evidence.

Companies · 2 weeks ago Micron Technology Expands AI Memory Chip Production Amid Market Dynamics Micron Technology is ramping up its High Bandwidth Memory production to meet growing AI demands, increasing its output to 100,000 wafers per month by 2026.

Companies · 2 weeks ago Coatue Management Invests Billions in Semiconductor Infrastructure and AI Chip Startup Coatue Management is making significant investments in semiconductor infrastructure and is exploring a joint venture with AI chip startup MatX to enhance chip production capabilities.

Companies · 2 weeks ago Nvidia's $13 Billion Investment and Insurance Strategy to Compete in AI Market Nvidia CEO Jensen Huang plans to invest $13 billion to enhance the company's position against AI leaders OpenAI and Anthropic, including acquiring Hugging Face. Additionally, Nvidia has secured $12.9 billion in insurance to support its AI infrastruct

Funding · 2 weeks ago Nvidia Acquires Hugging Face for $12.9 Billion to Enhance AI Ecosystem Nvidia has announced its acquisition of Hugging Face for approximately $12.9 billion, ensuring the platform remains open for developers and researchers.

Companies · 2 weeks ago Nvidia's Market Cap Reaches $5.3 Trillion, Surpassing Multiple S&P 500 Sectors Nvidia's market capitalization has soared to $5.3 trillion, exceeding the combined value of five sectors in the S&P 500, reflecting the company's pivotal role in AI technology.

Macro · 2 weeks ago Nvidia's Dominance: Now 8% of S&P 500, Driving Major Market Movements Nvidia has become the largest component of the S&P 500, accounting for 8% of the index, significantly influencing market performance.

Mining · 2 weeks ago Hyperscale Data Shifts from Bitcoin Mining to AI, Shares Hit Record Low Hyperscale Data has ceased Bitcoin mining at its Michigan facility, pivoting to AI computing services, but its shares have plummeted to all-time lows.

Regulation · 2 weeks ago Nvidia's Jensen Huang Advocates for AI Infrastructure at G20 Meeting Jensen Huang, CEO of Nvidia, urged G20 nations to invest in AI infrastructure, suggesting a cost of $50–60 billion per gigawatt, during the G20 Innovation Ministerial in North Carolina.

Compliance · 2 weeks ago CoreWeave Reports $640 Million Interest Expense Amid Rapid Revenue Growth CoreWeave's interest expenses surged to $640 million in Q2 2026, a 140% increase year-over-year, as the company continues to expand its AI cloud infrastructure business.

Mining · 2 weeks ago Hyperscale Data Shifts from Bitcoin Mining to AI Data Center in Michigan Hyperscale Data has ceased its bitcoin mining operations in Michigan to focus on an AI data center project valued at $1.2 billion, marking a significant pivot in its business strategy.