CNBC

Nvidia shares rise 8% as Jensen Huang says $660 billion capex buildout is sustainable

The tech industry's surging capital expenditures for AI infrastructure are justified, appropriate and sustainable, Nvidia CEO Jensen Huang said on CNBC's "Halftime Report." Huang's comments come after ...
Seeking Alpha

Tower Semiconductor strikes Nvidia AI infrastructure deal (update)

Tower Semiconductor (TSEM) said Thursday it is teaming up with Nvidia (NVDA) to advance AI infrastructure with 1.6T data center optical modules. Shares of TSEM were up nearly 4% at press time after ...
TechNode

NVIDIA CEO says TSMC needs to double capacity in a decade to support historic infrastructure buildout

NVIDIA CEO Jensen Huang said in an interview in Taiwan that to support what he described as the largest infrastructure investment in human history, TSMC will need to double its chip production ...
The Motley Fool

This AI Stock Just Landed $2 Billion From Nvidia -- Is It the Next Big Infrastructure Play?

Jose Najarro enjoys investing in the tech market, more importantly, the semiconductor sector. Before partnering with the Fool, Jose worked as a Senior Electrical Engineer for General Dynamics, where ...
FierceBiotech

'AI-native' outpatient surgery startup Oath Surgical inks Nvidia partnership

San Francisco-based startup Oath Surgical is partnering with tech giant Nvidia to enhance Oath’s artificial-intelligence-powered outpatient surgery center operating system. Oath’s operating rooms will ...
Digi Times

Nvidia pours US$2 billion into CoreWeave for AI infrastructure expansion

Nvidia and cloud computing firm CoreWeave have announced an expanded partnership to build more than 5 gigawatts of AI "factories" by 2030, aiming to support the rapid growth of artificial intelligence ...
SDxCentral

Nokia foregoes Nvidia for APAC AI infrastructure deal

Nokia is to power AI inference for the Asia Pacific market, as the vendor’s Singaporean arm enters a partnership with AI chip designer Blaize Holdings. Under a strategic and non-binding Memorandum of ...
Nasdaq

CoreWeave Stock Jumps 9% After Nvidia Deepens AI Infrastructure Partnership

(RTTNews) - CoreWeave, Inc. (CRWV) shares rose 9.40%, trading at $101.71, up $8.72, following the company's announcement of an expanded collaboration with Nvidia aimed at accelerating the buildout of ...
24/7 Wall St

Nvidia’s Unspoken Problem: 40% of Revenue Comes From Companies Developing Their Own AI Chips

Nvidia (NVDA) derives 40-50% of revenue from Microsoft, Meta, Amazon and Google. All four now deploy custom AI chips in production infrastructure. Inference represents 80% of long-term AI compute ...
CNBC

CoreWeave stock jumps 6% as Nvidia invests $2 billion to expand AI data center capacity

Nvidia has invested $2 billion in AI infrastructure provider CoreWeave, the companies announced. Shares of CoreWeave popped on the news. Nvidia purchased CoreWeave Class A common stock at $87.20 per ...
Shacknews

NVIDIA (NVDA) invests $2 billion into CoreWeave (CRVW) to expand its AI infrastructure

The NVIDIA (NVDA) company has made a sizeable investment in another artificial intelligence infrastructure firm. CoreWeave (CRVW) has announced that NVIDIA is investing $2 billion into its buildout of ...