Understand the story, not the spin.
Recent Verilumia coverage about NVIDIA Corporation (NVDA), including reporting-tone insights and market listing information.
HIVE Digital Technologies announced on Monday, August 17, 2026, that its subsidiary BUZZ High Performance Computing has secured a five-year, $350 million contract to provide GPU cloud services to an unnamed investment-gr...
OpenAI has secured the largest data center project announced to date, signing a 20-year lease for an expansive facility in Ohio with Nvidia providing a financial backstop of up to $105 billion.
Nvidia has revealed a sprawling investment portfolio valued at tens of billions of dollars, with major stakes in SpaceX and Intel forming the cornerstone of a strategy that blends financial returns with deepening technol...
Goldman Sachs is holding discussions with banks, insurers, asset managers, and private credit firms about participating in Nvidia's ambitious plan to mobilize more than $500 billion for artificial intelligence infrastruc...
Nvidia has significantly scaled back its proposed financial guarantee for OpenAI's massive data center project in Ohio, reducing the commitment to less than $120 billion from an earlier proposal of approximately $250 bil...
South Korea's LG Group and U.S. chipmaker NVIDIA have signed a memorandum of understanding to deepen their collaboration in developing humanoid robots, building AI factory infrastructure, and creating next-generation aut...
Advanced Micro Devices launched a major bond offering on Thursday, August 13, 2026, aiming to raise between $4 billion and $5 billion in what could be its largest investment-grade debt issuance to date.
Anthropic, the artificial intelligence company behind the Claude chatbot, is in advanced talks to acquire the Israeli AI startup Decart for approximately $6 billion, according to people familiar with the matter.
Cerebras Systems shares plunged in extended trading on Wednesday, August 12, and continued to fall on Thursday, August 13, after the artificial intelligence chipmaker reported quarterly results that beat revenue expectat...
AI code review startup CodeRabbit announced on August 12, 2026, that it has raised $143 million in a Series C funding round, valuing the company at $1.5 billion.
Taiwanese technology giant Foxconn reported a 35 percent surge in second-quarter net profit on Wednesday, driven by explosive demand for artificial intelligence servers, and forecast strong growth for the remainder of th...
Nebius Group reported second-quarter 2026 earnings that surpassed Wall Street expectations on August 12, 2026, sending its shares up more than 9% in premarket trading.
Norway's Government Pension Fund Global, the world's largest sovereign wealth fund, posted a record profit of 1.75 trillion Norwegian kroner (approximately $184.
Lumentum Holdings shares surged in premarket trading on Wednesday after the photonics company reported stronger-than-expected quarterly results and issued an upbeat revenue forecast, highlighting the growing role of opti...
CoreWeave, a provider of cloud infrastructure for artificial intelligence workloads, reported second-quarter financial results on Tuesday, August 11, 2026, that exceeded Wall Street expectations, sending its stock price ...
Nvidia has released Nemotron 3.5 Lightning, a new open-source AI model with 30 billion parameters, marking a significant expansion of its open AI portfolio.
Super Micro Computer reported fourth-quarter and full-year fiscal 2026 results on Tuesday, August 11, 2026, capping a year of record revenue with a quarterly gross margin recovery that sent its stock up roughly 9% in ext...
IBM and Together AI have announced a multiyear, $240 million partnership to build a large-scale artificial intelligence inference cluster on IBM Cloud, marking a significant bet on the growing enterprise demand for cost-...
River AI, a startup founded by a former xAI cofounder, has raised $1.1 billion in a funding round to develop tools for training and owning artificial intelligence models, challenging the dominant industry practice of rel...
Jefferies downgraded Apple stock to underperform on Monday, citing supply chain checks that indicate the company has canceled its planned all-glass iPhone model due to low production yields.
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