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Nvidia Cloud Computing Energy Consumption OpenAI Memory Requirements Graphics Processing Units Hyperscalers Chip Manufacturing AI Workloads High-Performance Computing

Nvidia Enters CPU Market With Vera and Includes China in $200 Billion Forecast

The move lets Nvidia sell integrated CPU‑GPU server platforms to capture long‑term global demand if export rules ease.

Nebius Soars After Blockbuster Q1 and Nvidia Investment

SpaceX Files Permits for 10‑Gigawatt Solar Factory Near Austin

Nvidia Posts Record Quarter and Guides $91 Billion Without China

GF Securities Starts Coverage of CoreWeave With Buy Rating and $162 Target

Oracle Bets on $553 Billion AI Backlog With Heavy Debt-Funded Buildout

AMD Seizes Record 46% of x86 Server CPU Revenue as Data-Center Boom Lifts Outlook

Intel Falls 2.6% After Hot Inflation Hits Chip Rally

IREN Strikes $3.4 Billion Nvidia Cloud Deal as It Accelerates AI Pivot

Micron Begins Sampling 256GB DDR5 RDIMMs Rated Up to 9,200 MT/s

Alphabet to Issue First Yen Bonds for AI Infrastructure Push

Arm Reports Record Sales as AI Orders Top $2 Billion but Supply Falls Short

Polen Focus Growth Sinks 17% In Q1, Tilts To Software And Semis

Rambus Sinks After In‑Line Q1 as Wide Q2 Outlook Disappoints

X-Energy Extends Post-IPO Rally as Investors Back Nuclear Power for AI

ARK Invest Rotates: Sells $75 Million in AMD, Buys $71.5 Million in Amazon

GE Vernova Lifts Outlook After Q1 Beat as AI Data Centers Drive Orders

Marvell to Buy Polariton to Boost AI Data-Center Optics

Allbirds Pivots to AI as NewBird AI, Stock Jumps 350% for the Week

Meta Debuts Muse Spark as AI Bet Lifts Shares and Raises Spending Questions