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Lam has already had a huge run, yet the AI spending cycle driving its growth may still be accelerating.
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SpaceX receives a price hike from Oppenheimer analyst citing Cursor acquisition and AI stack advantage.
The S&P 500 Index ($SPX ) (SPY ) on Monday closed down -0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.29%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.19%. September...
Thanks to a string of major AI deals and an expanding cloud platform, IREN has won over Jefferies, which sees more than 30% upside ahead.
Oklo reaches agreement with Centrus Energy for HALEU fuel supply starting 2029.
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There's a new viral claim going around that Nvidia is worth more than India's entire economy. That's not a totally accurate comparison, but it does tell us a lot about investor confidence in the AI revolution....
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AI data centers take up huge amounts of space, electricity, and water. Nvidia's latest partnership could mitigate all of these problems by sticking a tiny data center in your house instead.
News Summary: NVIDIA Halos for Robotics is the industry’s only full-stack, open robotics safety system, extending NVIDIA Halos’ proven autonomous vehicle safety to robotics and physical AI to...
News Summary: NVIDIA Vera Rubin accelerates the world’s most demanding HPC workloads including climate modeling, computational fluid dynamics and energy exploration. NVIDIA Vera Rubin and Vera...
News Summary: Barcelona Supercomputing Center’s EuroHPC AI Factory, BavariaAI’s Blue Swan, IT4LIA, HLRS’s HammerHAI, NAISS’s Mimer EuroHPC AI Factory and more are building on next-generation...