MarketPulse

AI factories

6 articles
The Motley FoolThe Motley Fool··Joe Tenebruso

IREN Soars 6% on $5.5B Nvidia Partnership for AI Infrastructure Buildout

IREN stock jumped 6.09% after securing a strategic partnership with Nvidia involving $2.1B investment and $3.4B in managed services over five years.
NVDAdata centerscloud computing
BenzingaBenzinga··Piero Cingari

Cooling Towers: How Thermal Tech Became AI's Next $82B Opportunity

Thermal cooling infrastructure emerges as next AI investment wave, with $55-82.5B market opportunity through 2030 as memory stocks plateau.
NVDASNDKMUECLSBGSY+8data centersAI infrastructure
BenzingaBenzinga··Lekha Gupta

Nvidia Surges on Iran Tensions Relief, Announces Major AI Power Grid Partnership

Nvidia rallies 1.44% to $175.18 on Iran tensions relief and announces AI factory partnership with six major energy companies.
NVDACEGVSTNEENEEpN+5energy partnershipstock performance
BenzingaBenzinga··Erica Kollmann

Nvidia's Huang Eyes $20T Valuation, Vows Career-Long Commitment to AI Dominance

Nvidia CEO Jensen Huang envisions $20T valuation, committing to indefinite leadership while expanding into sovereign AI and on-premise data centers beyond traditional GPU dominance.
NVDAAMZNGOOGGOOGLagentic AIdata centers
BenzingaBenzinga··Erica Kollmann

Nebius Lands $46B in AI Deals Despite $28B Valuation: Can It Deliver?

Nebius secures $46B in AI infrastructure deals from Meta, Microsoft, and Nvidia, but faces execution challenges with $28B market cap.
NVDAMETAMSFTNBISdata centersneocloud
BenzingaBenzinga··Namrata Sen

Nvidia's GTC 2026 Kicks Off With AI Factory Focus as Investors Eye Next-Gen Chip Roadmap

Nvidia hosts 30,000 attendees at GTC 2026 starting Monday. CEO Huang to keynote on AI factories and new chip architectures including Blackwell Ultra and Feynman.
NVDAagentic AIphysical AI