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Nvidia’s AI Infrastructure Push Lifts Networking Sales as Investors Weigh Buying Now

The company sees AI infrastructure outlays reaching $3 trillion to $4 trillion by 2030.

Motley Fool Backs Broadcom as a Five-Year AI Infrastructure Pick

Intel, AMD Warn Chinese Buyers of Server CPU Delays as Intel Prices Climb and Waits Reach Six Months

Stories older than 24h

Cerebras Raises $1 Billion at $23 Billion Valuation to Scale Wafer-Scale AI Systems

SanDisk Near Record Highs After Blowout Quarter as Analysts Hike Targets

Oracle Sets $45–$50 Billion 2026 Raise for AI Buildout as UBS Maintains Buy After Target Cut

Databricks Makes Lakebase Generally Available on AWS

Applied Digital Secures $50 Million Bridge Note to Advance AI Data Centers

Teradyne Stock Jumps on AI-Fueled Q4 Beat and Big Q1 Guidance

CoreWeave Draws Fresh Bullish Calls as Backlog Strength Meets Execution Scrutiny

ASML Confirms AI-Fueled Upswing With Record Orders and Higher 2026 Outlook

Nvidia Pours $2 Billion Into CoreWeave, Lifting Stake to 11.5% to Back 5 GW AI Buildout

Ashva Capital’s Q4 Letter Sets Out Long-Term Bullish Case for Disney

Galaxy A57 Leaks Lock In 45W Charging and Slimmer Build as Focus Turns to Value

2026 Smartphone SoC Shipments Seen Down 7% as Premium AI Phones Lift Revenue

Nvidia Invests $2 Billion in CoreWeave, Expanding Plan for 5 GW of AI Data Centers by 2030

Nebius Faces Split Wall Street Views as Shares Rally

Nvidia Surpasses Apple as TSMC’s Largest Customer in 2026

Meta Draws Fresh Buy Calls as AI Capex Plan Weighs and Talks Emerge to Boost Smart-Glasses Output

Nvidia Backs Baseten With $150 Million as AI Inference Becomes the Next Battleground