Nebius is doubling down on GPU capacity, targeting 250% ARR growth, and is better capitalized than its rival CoreWeave. Read ...

A few years ago, you couldn't even glance sideways at a media source without mention of the so-called "Magnificent Seven" ...

When it comes to semiconductors and data centers, Nvidia is widely seen by investors and Wall Street analysts as the undeniable market leader. Considering that industry estimates suggest that Nvidia ...

There are even concerns that massive capital allocation plans already announced may be cut or pushed out. But there are more and more signs that spending is continuing and even accelerating. If that ...