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LM Funding America Rebrands as PowerCompute, Shifts Focus to AI and HPC Infrastructure

LM Funding America Rebrands as PowerCompute, Shifts Focus to AI and HPC Infrastructure

LM Funding America Rebrands as PowerCompute, Shifts Focus to AI and HPC Infrastructure
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Hut 8 and IREN Secure Major Contracts, Boosting AI Infrastructure Stocks

Hut 8 and IREN Secure Major Contracts, Boosting AI Infrastructure Stocks

Hut 8 and IREN Secure Major Contracts, Boosting AI Infrastructure Stocks
FactFable FactFable
How to Estimate Google’s AI Cost Pressure From Earnings Clues

How to Estimate Google’s AI Cost Pressure From Earnings Clues

A guide to analyzing Alphabet's earnings reports to understand the true cost and financial pressure of its massive investments in AI infrastructure.
FactFable FactFable
What to Review Before Calling Google Earnings an AI Win

What to Review Before Calling Google Earnings an AI Win

As Google prepares its next earnings report, a deeper look at cloud performance, ad revenue, and capital spending is needed to judge its AI success.
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Nvidia Unveils Vera CPU for AI, Competing with AMD and Intel

Nvidia Unveils Vera CPU for AI, Competing with AMD and Intel

Nvidia Unveils Vera CPU for AI, Competing with AMD and Intel
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IREN Limited Shares Surge 20% Following $2.8 Billion AI Deal

IREN Limited Shares Surge 20% Following $2.8 Billion AI Deal

IREN Limited Shares Surge 20% Following $2.8 Billion AI Deal
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Greenidge Generation Transitions to Vulcan Infrastructure, Secures $39.4 Million for AI Pivot

Greenidge Generation Transitions to Vulcan Infrastructure, Secures $39.4 Million for AI Pivot

Greenidge Generation Transitions to Vulcan Infrastructure, Secures $39.4 Million for AI Pivot
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Morgan Stanley Projects AI Memory Spending to Surge by 2030

Morgan Stanley Projects AI Memory Spending to Surge by 2030

Morgan Stanley Projects AI Memory Spending to Surge by 2030
TheStreet TheStreet
IBM’s 25% crash reveals AI’s hidden corporate casualty

IBM’s 25% crash reveals AI’s hidden corporate casualty

IBM’s board faced an uncomfortable decision after learning that the company’s second quarter had fallen well short of expectations. Directors can now take a breather and wait until the scheduled earnings release and let executives explain the results in detail. Or they could warn investors ...
Reuters Reuters
Bristol Myers buys Nvidia's latest AI computing system for drug research

Bristol Myers buys Nvidia's latest AI computing system for drug research

By Michael Erman NEW YORK, July 20 (Reuters) - Bristol Myers Squibb said on Monday it is buying the latest-generation computing system from chip company Nvidia to support its use of artificial intelligence across its drug discovery and development operations.
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Wall Street Faces Decline as Chipmaker Sell-Off Intensifies

Wall Street Faces Decline as Chipmaker Sell-Off Intensifies

Wall Street Faces Decline as Chipmaker Sell-Off Intensifies
TheStreet TheStreet
Jensen Huang's staggering $4 trillion bet shifts Nvidia

Jensen Huang's staggering $4 trillion bet shifts Nvidia

The warehouses of computer servers powering artificial intelligence are growing so fast that their electricity appetite is beginning to reshape household budgets.  The CEO of the company supplying most of the hardware in those facilities just laid out a projection that makes the current ...