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Hyperscalers

Nvidia Tops Data‑Center Ethernet Switching Revenues After Spectrum‑X Push

IDC says Nvidia’s integrated networking stack is winning large AI cloud contracts even as rivals and supply risks threaten to contest its lead.

Atreides’ Gavin Baker Says AI Bottleneck Trade Is Winding Down

Nebius Soars After Blowout Quarter as Nvidia Cash and Meta Deal Back Rapid Buildout

Nvidia Posts Record Quarter, Lifts Outlook as Market Weighs China Risk and Rising Rivals

Palantir Rallies on Fresh Buy Ratings as DISA Authorization and Airbus Renewal Bolster Momentum