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Anthropic reportedly agrees to $35B AI computing deal with Nvidia-backed Lambda

Anthropic's $35B Lambda computing deal, Nvidia-backed Texas data center, and Hut 8 buildout signal a major AI capacity push--read the latest.

$$ seekingalpha.com seekingalpha.com / feeds / / #money / / 6 minutes 6m

Nvidia: AI Boom Times Still Ahead

NVIDIA (NVDA) surges on 70-100% AI-driven revenue growth, big earnings beats, and cheap ~11x FY29 EPS. Read here for a detailed analysis.

$$ seekingalpha.com seekingalpha.com / feeds / / #news / / 5 hours 5h

Nvidia is building an IP licensing empire on the back of NVLink

Even when you think you're not buying Nvidia, you might still be buying Nvidia ...

theregister.com theregister.com / feeds / / #technology / / 6 hours 6h

CrowdStrike launches Falcon IQ as Falcon lands on Google Cloud and Snowflake

CrowdStrike launches Falcon IQ as Falcon lands on Google Cloud and Snowflake - SiliconANGLE ...

siliconangle.com siliconangle.com / feeds / / #technology / / 6 hours 6h

Nvidia: This Fortress Can Withstand The Sentiment Storm

Discover Nvidia Corporation's Q2 FY27 beat-and-raise, AI demand, margin risks, and NVDA technical setup--plus what it means for semis. Click for a NVDA update.

$$ seekingalpha.com seekingalpha.com / feeds / / #news / / 7 hours 7h

VMware uses Nvidia-favored 'AI factory' brand to build something with rival AMD

Forget the confusing branding and focus on your shrinking token bill ...

theregister.com theregister.com / feeds / / #technology / / 8 hours 8h

Nvidia stock flashes unusual signal for investors

A rare market shift is changing how Nvidia trades ...

thestreet.com thestreet.com / feeds / / #money / / 8 hours 8h

Nvidia invests $3.5B in MediaTek as part of expanded AI chip partnership

Nvidia invests $3.5B in MediaTek as part of expanded AI chip partnership - SiliconANGLE ...

siliconangle.com siliconangle.com / feeds / / #technology / / 9 hours 9h

Nvidia: Analyzing Its Datacenter Customers In A Changing Environment

Nvidia Corporation remains a Buy as hyperscaler and NeoCloud demand drives robust growth and profitability. Read more on NVDA stock here.

$$ seekingalpha.com seekingalpha.com / feeds / / #news / / 9 hours 9h

14x Earnings For 70% Growth: Why Nvidia Remains My Top Pick

Nvidia (NVDA) stock outlook: 106% YoY growth, AI infrastructure dominance, and steady margins/FY28 guidance.

$$ seekingalpha.com seekingalpha.com / feeds / / #news / / 10 hours 10h

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