Nvidia is expanding its AI strategy beyond GPUs by investing heavily in AI infrastructure companies, notably CoreWeave. The company increased its stake in CoreWeave to 11%, valued at about $3.66 billion, tying its future to AI cloud infrastructure growth. CoreWeave has secured major contracts with Meta, Jane Street, Anthropic, and Perplexity AI, signaling strong demand despite current losses and stock price challenges. Nvidia’s investments reflect a strategic move to shape and finance the AI ecosystem, potentially driving long-term growth beyond chip sales.
Samsung warns that the global shortage of RAM chips will continue into 2027 and may worsen, with tight supply expected until at least 2028. The surge in demand, driven by AI labs securing long-term contracts, is causing chip prices to rise, impacting...
As August begins, the market outlook is cautiously optimistic with expectations that macroeconomic factors will regain focus after the earnings season's idiosyncratic volatility fades. Key upcoming events like July's CPI, PCE data, and the Jackson Ho...
The buildout of AI infrastructure by major tech companies like Alphabet, Meta, and Microsoft is increasingly dependent on external financing, marking a shift from previous self-funding. BlackRock's recent data center bond priced at 7.53%, significant...
Nvidia and over 230 companies have signed an open letter opposing early restrictions on open-weight AI models, sparking debate in Silicon Valley about AI safety and regulation. The Trump administration's stance on these concerns remains uncertain. Th...
iBUYPOWER, known for gaming PCs, has expanded into professional workstations with its new iBUYPOWER PRO line, targeting creative and technical professionals. These systems feature high-end Intel and AMD CPUs, NVIDIA and AMD GPUs, and come with a new ...
