GPU computing

Bank of America initiates coverage of $NBIS with Buy rating and $150 price target, forecasting operating margin inflection by FY27 amid explosive AI infrastructure growth.

Roche and NVIDIA expand AI infrastructure with 2,176 on-premises GPUs across U.S. and Europe, totaling 3,500 Blackwell units to accelerate drug discovery and diagnostics.

Iren secures $9.7B Microsoft GPU computing contract, positioning itself as critical AI infrastructure player with power, land, and scale advantages.

Nvidia, TSMC, and Microsoft are positioned as key AI beneficiaries, with global AI spending projected to reach $2.52 trillion by 2026.

VCIG Global launches AI Compute Treasury strategy to accumulate NVIDIA GPU infrastructure, supporting enterprise AI inference workloads through scalable revenue reinvestment model.

$VCIG launches AI Compute Treasury strategy to accumulate NVIDIA GPU infrastructure, targeting growing AI inference demand in market projected to reach $394.5B by 2030.

Nvidia invests $2B in Nebius Group, committing to deploy 5+ gigawatts of compute capacity by 2030. Nebius shares jump 15% to $111.36 on strategic partnership.

CoreWeave's Perplexity deal validates shift from AI training to inference workloads. $66.8B backlog and $30-35B 2026 capex support analyst targets of $124.34.

Two data center leaders diverge: Applied Digital pursues long-term AI infrastructure growth, while Vertiv offers near-term earnings stability with $15B backlog in expanding $9.99B sector.

Tech stock pullbacks have created buying opportunities in companies like TSMC, Nvidia, and Microsoft, which maintain strong fundamentals despite recent price declines.