Alphabet raised its 2026 capital spending forecast to as much as $205 billion this past week, while Amazon plans about $200 billion and Meta up to $145 billion. Nvidia's data center revenue rose 92% y
The planned investment could pave the way for a broader multibillion-dollar push into AI infrastructure in South Korea.
SANTA CLARA, Calif., July 26, 2026 (GLOBE NEWSWIRE) -- Silvaco Group, Inc. (Nasdaq: SVCO) (“Silvaco”), a leading provider of TCAD, EDA software, and semiconductor IP solutions, and NVIDIA, a globa
News Summary: NVIDIA expands NVIDIA Agent Toolkit with re-architected NVIDIA PhysicsNeMo libraries and updated NVIDIA CUDA-X libraries, enabling software developers to build autonomous AI engineers wi
Alphabet plans to spend between $195 billion and $205 billion on capital expenditures this year. Nvidia and Broadcom supply Alphabet with its AI processors.
Nvidia is in talks ​to provide a ‌roughly $250 billion backstop for OpenAI as ​part of ​a massive data center ⁠project, The ​Wall Street Journal ​reported on Sunday.
Project would be one of the largest AI computing hubs and involve power controlled by the U.S. government.
South ​Korea's Naver ‌said in a ​regulatory ​filing on Monday ⁠that ​Nvidia will ​acquire $1 billion of its ​shares ​to be newly ‌issued ⁠as part of an ​investment ​partnersh
Quantum computing represents a new frontier in technology that some predict could deliver trillions in economic value over the next decade. A number of smaller, research-heavy pure-play companies are
Nvidia forecasts that global data center capital expenditures will rise considerably over the next few years. If the chipmaker simply maintains its market share as data center spending rises to its pr
The quantum computing industry may be approaching its gold rush era. Nvidia, Microsoft, and Alphabet all stand to gain a lot from the growth of the space.
The artificial intelligence boom reshaped the stock market faster than almost any investing trend in recent memory.
Micron's core products are cyclical. Nvidia is growing fast, but not faster than Micron.
A report by SemiAnalysis suggested that Nvidia's Vera Rubin AI platform could be facing delays. Any slowdowns could negatively impact the company's earnings.
Valuation matters: Nvidia offers exposure to AI at a far more grounded valuation backed by massive profits, while SpaceX still commands an extremely rich price based largely on future expectations. Di
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