GPUs

Companies · 3 weeks ago Dell Technologies Set to Report Q2 FY27 Earnings Amid AI Server Demand Surge Dell Technologies is poised to release its fiscal second quarter 2027 earnings on September 1, 2026, showcasing significant growth driven by AI-optimized server demand.

Adoption · 3 weeks ago Anthropic Secures $35 Billion Cloud Deal with Hut 8 and Nvidia Support Anthropic has entered a $35 billion cloud-computing agreement with Lambda, leveraging Hut 8's Texas data center, backed by Nvidia's infrastructure.

Technology · 3 weeks ago Nvidia Invests $1.5 Billion in SB Energy for Ohio AI Campus Development Nvidia has announced a $1.5 billion investment in SB Energy Corp. to support the development of a major AI infrastructure project in Ohio, which aims to deliver 8 gigawatts of compute capacity.

Companies · 3 weeks ago Nvidia and MediaTek Expand Partnership with $3.5B Investment in AI Technologies Nvidia and MediaTek have announced a significant partnership focusing on AI technologies, with Nvidia reportedly investing between $3.5B and $4B in MediaTek's convertible bonds.

Funding · 3 weeks ago OpenAI Acquires Thousands of Mac Minis for AI Training OpenAI has reportedly purchased tens of thousands of Apple Mac minis and Mac Studios to enhance its AI training capabilities, particularly for reinforcement learning tasks.

Mining · 3 weeks ago Bitcoin Miners Transition to High-Performance Computing Amid Market Changes Recent analysis reveals that Bitcoin miners are evolving from traditional crypto proxies to high-performance computing hubs, impacting their market behavior and revenue streams.

Macro · 3 weeks ago Nvidia's Market Impact and Liquidity Shifts Analyzed by Fundstrat's Experts Fundstrat's Mark Newton highlights how Nvidia's recent performance and global liquidity changes are reshaping market dynamics across asset classes.

Mining · 3 weeks ago Iren Secures $2.8 Billion Debt Financing for Nvidia GPUs with Blue Owl Capital's Leadership Iren Limited has finalized a $2.8 billion debt package, led by Blue Owl Capital, to acquire Nvidia GPUs for its data centers in Canada and Texas.

Companies · 3 weeks ago Micron Reports Record Revenue Amidst Competitive Pressure from CXMT Micron Technology has posted a remarkable revenue increase in fiscal Q3 2026, while facing emerging competition from China's ChangXin Memory Technologies, which recently debuted with significant market success.

Markets · 3 weeks ago CoinGecko Launches Tracking for Tokenized Stocks and Commodities CoinGecko has introduced a new feature allowing users to track tokenized stocks and commodities, enhancing market data accessibility for real-world assets.

Funding · 3 weeks ago Anthropic Shifts from $7B Acquisition of MatX to Design Partnership Exploration Anthropic has decided not to pursue a $7 billion acquisition of AI chip startup MatX, opting instead to explore a potential design partnership, indicating a strategic shift in its hardware approach.

Companies · 3 weeks ago Nvidia Ends Revenue-Sharing Agreements with AI Cloud Providers Nvidia has announced the termination of its revenue-sharing agreements with AI cloud providers, potentially impacting smaller players in the AI infrastructure market.

Companies · 3 weeks ago Marvell Technology Reports $2.74B Q2 Revenue Driven by AI Demand Marvell Technology has announced a record revenue of $2.739 billion for Q2 2027, marking a 37% increase year-over-year, largely fueled by demand in its data center segment.

Companies · 3 weeks ago SK Hynix Breaks Ground on $4 Billion AI Memory Hub in Indiana SK Hynix has officially begun construction on a $4 billion semiconductor facility in Indiana, aimed at producing high-bandwidth memory chips for AI applications. This project marks the company's first manufacturing presence in the U.S. and is expecte

Companies · 3 weeks ago Nvidia Projects 70% Revenue Growth Amid AI Demand Surge Nvidia forecasts a remarkable 70% revenue growth for fiscal 2028, driven by strong demand for AI infrastructure, as the company reports a 106% increase in Q2 revenue.

Macro · 3 weeks ago US Investigates Apex Logistics for Alleged Nvidia Server Shipments to China The US government is investigating Singapore's Apex Logistics for allegedly facilitating shipments of Nvidia-powered AI servers to China, potentially violating export controls.

Policy · 3 weeks ago G20 Innovation Ministerial to Focus on AI with Key Industry Leaders The G20 Innovation Ministerial in Chapel Hill will feature discussions on AI regulation with prominent figures like Sam Altman and Jensen Huang, aiming to shape global tech policies.

Companies · 3 weeks ago Nvidia CFO Predicts Frontier AI Labs Will Dominate Tech Industry Nvidia's CFO Colette Kress forecasts that frontier AI labs, like OpenAI, will become the largest tech companies in history, driven by massive investments and demand for AI infrastructure.

Spot & ETFs · 3 weeks ago Nvidia Aims for 8 GW Data Center Capacity by 2026 with New Revenue Model Nvidia's CFO announced plans for 8 gigawatts of installed data center capacity by 2026, supported by a new revenue-sharing model with cloud partners.

Companies · 3 weeks ago Nvidia Reports $400M Charge Due to Excess H200 GPU Inventory and Customer Concentration Nvidia's recent financial report reveals a $400 million charge related to excess H200 GPU inventory and highlights that a single customer accounted for 16% of its quarterly revenue.