GPU
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cryptoNvidia’s $20 Billion Bond Sale Signals AI Boom Gains for Bitcoin Miners
Nvidia plans a massive $20 billion bond offering to fuel AI infrastructure, a move that underscores the growing opportunity for Bitcoin miners pivoting to high-performance computing.
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techGPU Market Matures: Price Volatility Drives Shift to Forward Contracts
Carmen Li of Silicon Data and Compute Exchange details the compute market's evolution from on-demand to forward contracts, highlighting fungibility challenges and the critical need for revenue stability.
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techSpaceX Inks Multiyear Cloud Deal with Google
SpaceX secures a multi-year cloud deal with Google for access to compute capacity, including 110,000 Nvidia GPUs.
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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.