#hyperscaler
12 stories

Intel Names Nvidia Rival GPU D270 with 480GB Memory
Intel's new GPU D270 offers 480GB memory for AI inference, challenging Nvidia's dominance.
Startup Fortune · 1m

Applied Digital's AI Data Center Growth Test
Applied Digital's AI data center expansion shows revenue growth but faces financial strain as it scales operations.
Alphastreet - Earnings Decoded. Market Intelligence Delivered · 1m

Seismora's AI control plane for distributed systems
Seismora's network vision routes AI workloads across devices and clouds without building routing logic into each app.
SiliconANGLE · 1m

Nvidia Director Sells $300M Stock
Nvidia director sold $300m stock without prearranged plan, sparking market worry.
24/7 Wall St. · 1m

Nvidia Shares Hit Record Highs
Nvidia shares break to record highs amid strong AI demand.
Seekingalpha · 1m

Coherent Stock Rises on AI Demand
Coherent stock jumps 5.77% as AI demand fuels aggressive capacity expansion.
Yahoo Finance · 1m

Rambus Chip Company Could Have Bigger Future
Rambus, a memory interface specialist, could see shares rise to $117.71 by 2027 with AI demand growth.
24/7 Wall St. · 1m

GE Vernova AI Energy Bottleneck
GE Vernova's turbine backlog grows as AI power demand surges.
24/7 Wall St. · 1m

Seagate Stock Soars to $1,144
Seagate's stock jumped from $207 to $1,144 in 12 months. Where does it go next?
24/7 Wall St. · 1m

Corning Stock Surges as AI Fiber Demo Boosts Optical Names
Corning jumps 6% as AI optical demo highlights fiber demand, lifting peers
24/7 Wall St. · 1m
Broadcom AI Growth Outpaces Stock Price
Broadcom's AI revenue surge could lift shares 19% in next year
24/7 Wall St. · 1m

Nvidia boosts share buyback with $150 billion
Nvidia authorizes $235 billion share buyback after AI infrastructure spending surge
CNBC · 1m