GPU
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financeDell Stock Soars to Record High on AI Earnings Blowout
Dell shares surged 16.8% to an all-time high after crushing earnings estimates, driven by a massive AI backlog. The company reported adjusted EPS of $4.86 versus $2.93 expected.
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techNvidia CEO Jensen Huang Arrives in Taiwan for Key GTC Taipei Address
Jensen Huang arrives in Taiwan to keynote GTC Taipei 2026, highlighting Nvidia's ties to the semiconductor supply chain.
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techHIVE Digital to Build C$3.5B AI Gigafactory Near Toronto with 100,000 GPUs
HIVE Digital Technologies announces a massive AI gigafactory near Toronto with 320 MW capacity and 100,000 GPUs, set to begin operations in 2027.
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financeNvidia Beats, Stock Drops: BofA Says Buy the Dip
Nvidia reports record Q1 revenue of $81.6B, but stock falls. Bank of America reiterates buy with a $350 target, citing a massive AI market.
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financeWall Street Boosts Nvidia Targets as AI Demand Accelerates
Analysts raise price targets for Nvidia on sustained AI infrastructure demand, with Melius at $275 and Goldman at $210.
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cryptoNvidia CEO Jensen Huang Projects Over $1 Trillion in Cumulative Sales
Jensen Huang outlines Nvidia's roadmap to over $1 trillion in sales driven by Blackwell and Vera Rubin architectures.
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techSpaceX Leases Massive AI Compute Cluster to Anthropic
SpaceX expands beyond rockets, offering AI compute power to Anthropic via its Colossus 1 cluster, signaling a major shift in the AI infrastructure market.
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techNvidia’s $80B Buyback Bet on AI’s Staying Power
Nvidia authorizes an additional $80 billion in buybacks, signaling deep conviction in sustained AI demand.