MarketPulse

GPU clusters

11 articles
Investing.comInvesting.com··Jeffrey Neal Johnson

Corning Surges on $500M Nvidia Warrant Deal, Plans Major U.S. Fiber Expansion

Nvidia invests $500M in Corning warrants, securing optical fiber and photonics supply for AI data centers. Corning plans major U.S. expansion, boosting stock past consensus targets.
NVDAGLWdata centersAI infrastructure
Investing.comInvesting.com··Ryan Hasson

Nebius Soars to Record Highs on $643M Eigen AI Acquisition

Nebius stock hits all-time high of $176.42, up 600% annually, after announcing $643 million Eigen AI acquisition to expand into higher-margin AI software services.
NVDAMETAMSFTNBISAI infrastructureGPU clusters
The Motley FoolThe Motley Fool··Adam Spatacco

The $720B AI Bet: Which Tech Giants Will Profit and Who's Just Maintaining?

Tech hyperscalers plan $720B in 2026 AI capex. Microsoft and Alphabet positioned for high returns; Meta, Oracle, Amazon risk value-destructive maintenance spending.
METAMSFTAMZNGOOGGOOGL+2hyperscalersdata centers
GlobeNewswire Inc.GlobeNewswire Inc.··Na

IREN to Unveil Q3 FY26 Results as AI Cloud Provider Scales Renewable Energy Infrastructure

IREN Limited will release Q3 FY26 financial results on May 7, 2026, with earnings call at 5:00 p.m. ET via webcast and phone.
IRENdata centersrenewable energy
The Motley FoolThe Motley Fool··Adam Spatacco

Micron's AI Boom Could Propel Stock to $2,070-$2,875 by 2029, Analysts Suggest

Micron stock surged 162% in six months on AI boom, with analysts forecasting $2,070-$2,875 by fiscal 2029, driven by sold-out HBM chips and strong hyperscaler demand.
MUAI infrastructureearnings growth
The Motley FoolThe Motley Fool··Adam Spatacco

Neocloud Challenger Nebius Eyes Trillion-Dollar AI Infrastructure Market

Nebius Group emerges as AI infrastructure challenger with $46.4B in partnerships, potentially outperforming Magnificent Seven as hyperscalers spend $690 billion on AI infrastructure in 2026.
NVDAMETAMSFTNBISdata centerscapital expenditures
The Motley FoolThe Motley Fool··Micah Zimmerman

Credo Tech's Customer Concentration Risk Masks AI Infrastructure Opportunity

Credo Technology reports 201% YoY revenue growth to $407M with 68.5% gross margins, but customer concentration remains elevated at 80% from two hyperscalers.
CRDOAI infrastructurecompetitive moat
Investing.comInvesting.com··Gurufocus

Credo Technology Powers AI Boom With 201% Growth, But Valuation Leaves Little Room for Error

Credo Technology posts 201% YoY growth and 68.5% margins from AI infrastructure dominance, but $19B valuation and extreme customer concentration create significant downside risk.
NVDAMSFTAMZNAVGOMRVL+2valuationdata center
Investing.comInvesting.com··Jeffrey Neal Johnson

Corning Reaches Near-Record Levels on AI Infrastructure Optical Fiber Demand

Corning stock surges 54% on strong AI data center optical fiber demand. The company benefits from major cloud providers' infrastructure investments and a $6 billion Meta deal.
NVDAAMDMETAGLWAI infrastructuregenerative AI
The Motley FoolThe Motley Fool··Adam Spatacco

Semiconductor Suppliers Positioned to Capitalize on $680B AI Infrastructure Spending

Tech companies plan $680B AI infrastructure spending in 2026, benefiting semiconductor suppliers like Broadcom and Micron through demand for specialized chips and high-bandwidth memory.
NVDAMUAVGOdata centerAI infrastructure
The Motley FoolThe Motley Fool··Adam Spatacco

Chip Suppliers Poised to Capitalize on $700B AI Infrastructure Buildout

Tech giants plan $700B AI infrastructure spending. Chip suppliers like Broadcom and Micron positioned to benefit from demand for networking and memory components.
NVDAAMDMUAVGOsemiconductor stockscapital expenditures