Keval Babu is an accomplished manufacturing and hardware engineering professional whose career spans more than a decade ...

Marvell Technology (NASDAQ:MRVL | MRVL Price Prediction) looks compelling because the market is only now pricing in a durable ...

Nebius is rated Sell, as AI infra growth hides heavy capex, dilution, contract and margin risks amid AI compute deflation.

Nvidia's revenue-share model, SoftBank's SB Neo, Aramco backing Together AI and Baseten's $1.5B round show the neocloud ...

The AI infrastructure race has entered a new phase. Until now, Nvidia‘s (NASDAQ:NVDA | NVDA Price Prediction) growth has ...

OXMIQ Labs Inc., a unified GPU and AI architecture company founded by Raja Koduri, today closed its $35 million Series A ...

Boost Run, Inc. (Nasdaq: BRUN) (“Boost Run” or the “Company”), an NVIDIA Preferred Cloud Partner and provider of AI cloud infrastructure and high-performance compute (“HPC”) solutions, today provided ...

Nvidia's revenue-sharing program trades GPU compute for a cut of AI startups' future sales, deepening its ecosystem grip.

Nvidia’s revenue-share program increases the number of AI training/inference runs, which lifts demand for high-bandwidth memory and DRAM used in AI data centers. That’s the cleanest “AI compute → ...

For three years the AI boom ran on capability claims and vibes. This year it runs on invoices. An inference platform most ...

Qualcomm is finally getting serious about AI infrastructure, but its push into the datacenter hinges on the success of an ...

The Pentagon just earmarked over $74 billion for drone dominance and counter drone technologies in the FY2027 budget request, and that is only one slice of the AI arms race AMD and NVIDIA are fighting ...