NVIDIA Vera CPU Delivers the Highest Performance and Energy Efficiency for Data Processing, AI Training and Agentic Inference ...

Nvidia CEO Jensen Huang sees $1T GPU demand by 2027 as AI inference surges; CUDA ecosystem and cloud partners fuel growth.

Oracle activity within the s&p 50 highlights enterprise software platforms, cloud infrastructure expansion, and institutional participation shaping the global technology and digital infrastructure ...

STX is accelerated by the NVIDIA Vera Rubin platform and harnesses a new, storage-optimized NVIDIA BlueField-4 processor that ...

Investors’ fears that AI could dampen spending on traditional business applications have wreaked havoc on the shares of companies like Salesforce, ServiceNow and Workday. But Oracle executives this ...

Oracle is no longer just the established enterprise database company many investors remember. Over the past few years, it has ...

We came across a bullish thesis on Waste Management, Inc. on Roche Capital’s Substack by Pedro Ortiz. In this article, we ...

AI is my edge. Most investors know me for my firm’s Core Earnings research, a proprietary measure of earnings that adjusts for accounting tricks that mislead investors about corporate profits. The ...

To get Colossus up and running fast, xAI built its own power plant, setting up as many as 35 natural-gas ...

Vast Data expands AI Operating System with global control plane, zero-trust agent framework and deeper Nvidia integration - ...

Companies are spending enormous sums of money on AI systems, and we are now at a point where there are credible alternatives ...

The Supply Chain Management (SCM) market is witnessing steady adoption across manufacturing companies, retail enterprises, logistics providers, healthcare organizations, e-commerce platforms, and ...