NVIDIA Corp
- From data center spas to servers in space: How the energy crunch is reshaping cloud computing - Data centre developers and designers are starting to get creative.
- One year on from the UK's grand AI plan: Has its infrastructure buildout been a success? - Hefty financial commitments from tech giants are positive signals, but big challenges remain for the U.K. to fulfil its ambitions.
- Nvidia-Groq deal is structured to keep 'fiction of competition alive,' analyst says - Groq's description of its Nvidia deal as a "non-exclusive licensing agreement" mimics other recent big AI transactions orchestrated by U.S. tech giants.
- Oracle shares on pace for worst quarter since 2001 as new CEOs face concerns about AI buildout - Investors want to know if Oracle, under new CEOs Clay Magouyrk and Mike Sicilia, can pay for and deliver data centers packed with Nvidia chips for OpenAI.
- Monetizers vs manufacturers: How the AI market could splinter in 2026 - AI infrastructure firms are set to win from the evolution of once asset-light Big Tech firms.
- Wall Street wrote off Palantir as too expensive. Retail investors can't get enough - The stock, which made its market debut in 2020, is an indisputable star of the retail investing world.
- Exclusive: Nvidia buying AI chip startup Groq for about $20 billion in its largest acquisition on record - Nvidia is making its largest purchase ever, acquiring nine-year-old chip startup Groq for about $20 billion.
- These 5 infrastructure stocks have more than tripled this year on the AI trade - While Nvidia has been the biggest infrastructure winner during the AI boom, other data center stocks have performed better this year.
- Here are 5 bear cases for Nvidia — and why each one of them is wrong - It's a brutal parade of horrors, so steel yourself, and — spoiler alert — I don't believe any of it.
- Here are 5 key events that drove the stock market last week - Stocks finished higher Friday, lifted by the volatile artificial intelligence trade, leading the market to the upside for the week.