Oppenheimer names top chip stocks--NVDA, AVGO, MPWR, MRVL--into Q2 earnings, citing AI capex, Blackwell/Rubin launches and upside.
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TSMC's strong Q2 and capex hike signal durable AI/HPC demand, improving Nvidia supply and data center growth outlook--get key takeaways now. Click for a NVDA update.
The state-backed buildout comprises 382 Vera Rubin NVL72 racks.
Nvidia Corporation is a Buy, given that CEO Jensen Huang dismisses Kyber/Vera Rubin delay rumors as Kyber boosts GPU density. Click for this NVDA stock update.
Fireworks once relied heavily on revenue from coding startup Cursor, but has diversified in the past year as more companies reach for lower-cost AI models.
Nokia and Nvidia have built the first commercial AI-RAN platform, promising to double network capacity from existing spectrum, with a 2027 launch.
The push pairs Nvidia's chips with Japan's manufacturing giants Fanuc, Yaskawa and Kawasaki, backed by a $2.3 trillion national tech plan.
Nvidia's Kyber delay concerns appear limited to Rubin Ultra, leaving mainstream Rubin NVL72 deployments. Read why NVDA stock is a strong buy.
The contract's revenue is expected to commence in Q1 and Q2 2027; 116MW of Sharon AI's 132MW AI Factory capacity is contracted to end customers.
Nvidia announces new AI model, Cosmos 3 Edge, and expansion of its physical AI ecosystems in Japan.