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Wall Street Raises Marvell Price Targets as AI Data‑Center Bookings Gain Steam

Rising data‑center bookings and strength in networking products justify upgraded forecasts.

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HIVE Wins $220M Bell‑Cohere Sovereign AI GPU Contract

AMD and Rackspace Sign Definitive Deal for 30 MW Phased AI Compute Rollout

AWS Rolls Out Graviton5 CPUs and a Formally Verified Nitro Isolation Engine

Apple Rolls Out 20B On‑Device AI and Private Cloud GPU Partnership

Apple Runs Private Cloud Compute on Google Cloud With NVIDIA Confidential GPUs

Quantinuum Raises $1.68 Billion in Nasdaq Debut, Repricing Public Quantum Peers

Microsoft Elevates Fabric Into a Unified Data and AI Foundation

Anthropic Files Confidential S-1 as It Eyes a Possible IPO

Apple Reportedly Will Fold Google’s Gemini Into a Hybrid Siri

Nutanix Raises Guidance After Better‑Than‑Expected Q3 and Expands AI and Storage Partnerships

Oracle Bets on $553 Billion AI Backlog With Heavy Debt-Funded Buildout

Sony Debuts Xperia 1 VIII as Google and SpaceX Explore Orbital Data Centers

Anthropic Taps SpaceX for 300 MW at Memphis Data Center to Scale Claude

Alphabet Puts Up to $40 Billion Into Anthropic to Lock In AI Capacity

Meta Strikes Multi-Year AWS Deal for Tens of Millions of Graviton5 Cores

Meta Strikes Multi-Year AWS Deal to Deploy Tens of Millions of Graviton Cores

Cadence and Nvidia Pair Physics Simulation With AI to Speed Robot Training and Build Data‑Center Digital Twins

CoreWeave Lifts Bond Deal to $2.75 Billion as New Contracts Drive Rally

Google Deepens Intel Deal for Xeon 6, Custom Data-Center IPUs