Those companies account for more than 40% of Nvidia’s revenue. Moreover, the launch of the Blackwell GPU line and preview of the next-gen Rubin architecture have fueled investor excitement for ...

Mizuho expects further upside for Dell (NYSE: DELL) and Supermicro, citing AI server ramps from customers like xAI and OCI.

New B200 & B300 fleet lifts total to 4.3k GPUs, unlocking next-gen training and inference at scale ...

Nvidia Corporation shines as a Strong Buy with rising AI demand, 92% GPU share, and upcoming Blackwell chips poised to hit ...

Wall Street’s most expensive horse race is entering its final stretch. Nvidia (NVDA) trades at $3.74 trillion and Microsoft ...

Synopsys' recent accolades, including the 2025 Frost & Sullivan Technology Innovation Leadership Award, underscore its dominance in AI-driven EDA. Its tools—such as PrimeSim™ , Custom Compiler™, and ...

OpenAI has said it is set to lease an additional 4.5 gigawatts of data center power on top of its current portfolio from Oracle to fuel its upcoming Project Stargate – a major initiative to expand its ...