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GPUs

AI Capex Surge Splits Market Between Revenue Winners and Cash‑Strained Spenders

Investor confidence has risen after Amazon and Microsoft showed that heavy AI spending can drive revenue growth.

Hyperscalers Report Rapid AI Cloud Growth and Huge Contracted Backlogs as Tech Stocks Dip

Nvidia Pushes Into CPUs With Vera and Forecasts $200 Billion Market

Super Micro Tumbles After Report Oracle Canceled $1.1–$1.4 Billion AI Rack Deal

Nvidia Tightens Grip on AI Supply Chain as TSMC’s Top Customer, Backlog Grows

Nvidia Strikes $20 Billion Groq Deal as AI Demand Keeps Outrunning Supply

Nvidia Weighs Boosting H200 Output After U.S. Clears Conditional Sales to China

AMD Sets 35% Growth Target and AI Data‑Center Road Map as Shares Climb

Nvidia’s AI Lead Draws Fresh Upgrades as Big-Compute Financing Emerges and Bubble Warnings Intensify

NVIDIA Says Rubin Is in Fab, Eyes H2 2026 Volume as Blackwell Ultra Hits Full Ramp

Nvidia’s Aug. 27 Earnings Loom as Market Test With Sky-High Estimates and China Wildcards

AMD Unveils Instinct MI350 and MI400 Series GPUs, Previews Open-Standard Helios Rack Server