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News
Forget NVDA: Peter Thiel's New $419 Million Portfolio Bets Big on the Power Behind AI
1+ day, 3+ hour ago (41+ words) Peter Thiel‘s investment firm, Thiel Macro LLC, disclosed a $418.67 million equity portfolio across eight companies in the second quarter, bypassing semiconductor manufacturers to allocate capital toward electrical grid operators, nuclear developers, tech infrastructure, and conventional energy. Rebuilding Capital in......
Oracle's AI Chips Ran 97.9% Utilized Last Quarter. For Nvidia, That Is What a Shortage Looks Like.
11+ hour, 53+ min ago (697+ words) Most of those chips are Nvidia's. Oracle's cluster design for its biggest AI deployments connects hundreds of thousands of Nvidia GPUs, and its largest planned builds target up to 800,000 of them. So while Nvidia didn't report this week, a company…...
Dell Booked More AI Server Orders in 3 Months Than It Recorded in Total Revenue
11+ hour, 53+ min ago (737+ words) Shares of Dell Technologies (NYSE:DELL) surged as much as 12% on Friday, touching a fresh 52-week high. The hardware giant's stock has more than quintupled from its 52-week low as of this writing. Much of the latest leg has come…...
I Stress-Tested the AI Bubble at $3 Trillion — The First Thing to Break Wasn’t Nvidia.
22+ min ago (30+ words) What happens when data-center utilization, GPU economics, financing costs and AI revenue growth stop moving …...
AI’s HBM Shortage Strengthens Micron’s Hand—and Pressures Nvidia’s GPU Economics
1+ day, 12+ hour ago (487+ words) One of the biggest bottlenecks in the AI chip market has become high-bandwidth memory. Reuters reported September 10 that Chinese AI-chip makers including Huawei and Cambricon are raising accelerator prices because high-bandwidth memory has become increasingly scarce. Huawei's upcoming Ascend 950DT has…...
How to Play Flex Stock Amid a Major $4.4 Billion AI Data Center Catalyst
1+ day, 8+ hour ago (217+ words) Flex is sharpening its AI infrastructure play through its planned acquisition of EPC Power, adding fresh power to its data-center ambitions....
Nvidia vs. AMD: Elon Musk Picked a Side on the SpaceX Earnings Call - AOL
14+ hour, 33+ min ago (631+ words) Nvidia and AMD are the two leading GPU designers for artificial intelligence (AI) workloads. Elon Musk has spoken highly about Nvidia's GPUs in the past, and did so again during SpaceX's earnings call. Nvidia GPUs are now used in operations…...
Foxconn Just Delivered a Major Bullish Signal for Nvidia Stock
20+ hour, 23+ min ago (242+ words) GME Stock Jumps as GameStop CEO Ryan Cohen Buys $20 Million Worth of Shares Cathie Wood Just Bet $45 Million on This Beaten-Down Space Stock. Wall Street Sees 70% Upside. Rocket Lab Stock Just Scored a New Bullish Rating Now, Nvidia's momentum is…...
d-Matrix Joins the NVIDIA NVLink Fusion Platform
7+ hour, 10+ min ago (203+ words) This week, d-Matrix and NVIDIA had a big announcement. The companies announced that d-Matrix would bring its next-generation XPUs to the NVLink Fusion platform. A closer look at the announcement revealed a few interesting details. We covered the d-Matrix Raptor…...
Elon Musk commits SpaceX exclusively to Nvidia hardware, sending AMD shares tumbling
7+ hour, 47+ min ago (336+ words) SpaceX's first public earnings call revealed $2.56 billion in AI revenue and a full commitment to Nvidia's Vera Rubin architecture, rattling the semiconductor landscape. SpaceX just held its first earnings call as a public company, and Elon Musk used the occasion…...