With more than $500bn in fresh capital heading for AI infrastructure, neoclouds, hyperscalers and telcos are each betting on ...
WDC sees sovereign customers, neoclouds and physical AI broadening HDD demand, with tighter supply creating added pricing ...
Explore FTQI ETF: active Nasdaq buywrite option strategy, 11.2% distribution, drawdown control, tax-friendly payouts, and ...
Nscale, a cloud computing rival of CoreWeave ( CRWV) and Nebius ( NBIS ), has filed for an initial public offering in New ...
NSCL’s business model leverages majority-owned data centers, Nvidia GPU rentals, and a proprietary cloud software layer, ...
Despite the Federal Reserve signaling higher interest rates for longer, Goldman Sachs’ global co-head of Fixed Income, Currency and Commodities, Anshul Sehgal, sees a silver lining for investors. In ...
Bloom Energy (BE) stock gained 228% over the past year, against 16.7% for the S&P 500. The record second quarter it reported ...
CoreWeave and IREN are scaling AI infrastructure, but capital needs, customer concentration and execution risks shape their ...
Fueled by the AI boom, the House of Zen's rise isn't just Instinct - Lisa Su is riding high on some Epyc design chops too ...
页 周一，AMD市值首次突破 1 万亿美元大关，成为少数几家达到这一里程碑的芯片制造商之一，投资者押注其在人工智能计算领域不断扩大的作用。 截止发稿位置AMD股价最新上涨9.6%，至613.31美元，创下历史新高。 AMD股价已连续五天上涨，累计涨幅约25%。对于投资者而言，近期的反弹无疑是一剂强心针。上个月，AMD公布的第二季度财报虽然超出预期，但其业绩展望却低于部分投资者的预期，导致股价下跌。
US power emissions restrictions are being wiped out, but hey – datacenters running Nvidia kit are getting better at extracting ever bit of compute they can from a megawatt, for what it's worth ...
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