Brasada Capital Management analyzes Q3 market resilience, AI-driven capex risks, and selective equity strategies. Explore ...

NVIDIA and OpenAI have recently announced a groundbreaking $100 billion deal to construct data centers dedicated to AI ...

According to The Wall Street Journal, Sam Altman turned a quiet White House appearance into a global power play that dragged ...

Governments and businesses globally are spending billions to develop homegrown data centers, homegrown compute clusters, and ...

Nvidia remains the dominant AI chipmaker in the market, but where is the stock headed for the rest of this year and into the ...

Elon Musk’s xAI is reportedly signing a $20 billion deal with Nvidia to supply GPUs for its Memphis Colossus 2 data center. The deal represents another major win for Nvidia as competition in the AI ...

Should Nvidia be able to grow its revenue above a 40% pace again during 2026, the stock is likely undervalued at its current ...

India's government on Wednesday proposed that artificial intelligence and social media firms should clearly label ...

Google and AI startup Anthropic are in talks for a multi-billion dollar cloud deal, a strategic move that challenges its long ...

OpenAI's recent chip procurement deals with AMD and Broadcom signal a strategic effort to reduce reliance on Nvidia ...

On the face of it, chip renters like $70 bln CoreWeave and $30 bln Nebius look fragile if the AI bubble bursts. Their ...

Nvidia’s sales of its artificial intelligence chipsets remained a hot commodity during the company’s latest quarter, but the ...