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20 articles
Trending Companies
NVIDIA71 Micron Technology20 TSMC19 Goldman Sachs17 OpenAI15 SK Hynix14 BlackRock13 SoftBank12 KKR12 Samsung12 Blackstone10 Brookfield10
Trending Technologies
EUV36 3nm33 GPU23 AI chips22 AI19 HBM16 AI infrastructure13 semiconductor9 memory chips9 data center9 DRAM8 AI computing6
2026-08-23
Nvidia Warns Hyperscalers Its AI Server Prices Are Jumping More Than 15% - Startup Fortune
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startupfortune.com 2026-08-23
2026-08-20
Hanwha Asset Management: "Hyperscalers to Become Long-Term Defensive Plays… Watch HBM ETFs" - finance.biggo.com
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finance.biggo.com 2026-08-20
2026-08-17
Chinese hedge funds rotate out of Nvidia and US hyperscalers in AI trade - South China Morning Post
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www.scmp.com 2026-08-17
Chinese hedge funds are shifting their overseas investment strategies, reducing positions in major US hyperscalers such as NVIDIA, Meta, and Amazon, while increasing investments in hardware manufacturers along the AI supply chain. This shift reflects a maturation of the AI investment narrative, movi
Hedge FundsNVIDIAArtificial IntelligenceOverseas InvestmentSemiconductorChipTechnology StocksMarket Dynamics
2026-08-13
Nvidia and the Hyperscalers High Stakes Poker Game - UncoverAlpha
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www.uncoveralpha.com 2026-08-13
2026-08-12
4 Semiconductor Stocks to Buy Amid Top Hyperscalers' $745B AI CapEx Bet - finance.yahoo.com
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finance.yahoo.com 2026-08-12
2026-08-05
Frore claims its LiquidJet can drop Nvidia Rubin GPU temperatures by 10°C — can also boost performance by 15% as hyperscalers eye using delidded GPUs in production environments - Tom's Hardware
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www.tomshardware.com 2026-08-05
2026-07-23
Qualcomm Just Signed Deals With 3 Major Hyperscalers for AI Chips. Is This the "Hidden" AI Stock Wall Street Keeps Overlooking? - The Motley Fool
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www.fool.com 2026-07-23
2026-07-23
Qualcomm Just Signed Deals With 3 Major Hyperscalers for AI Chips. Is This the "Hidden" AI Stock Wall Street Keeps Overlooking? - Yahoo Finance
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finance.yahoo.com 2026-07-23
2026-07-05
This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel) - The Globe and Mail
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news.google.com 2026-07-05
2026-07-05
This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel) - The Motley Fool
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news.google.com 2026-07-05
2026-07-05
This AI Chip Stock Just Signed Massive Deals With 3 Hyperscalers, and It Still Looks Like a Great Buy Right Now (Hint: Not Nvidia or Intel) - Yahoo Finance
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news.google.com 2026-07-05
2026-07-01
Market rebukes Mag7 stocks, hyperscalers as Micron brags on margins - thestreet.com
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www.thestreet.com 2026-07-01
2026-06-22
Memory Shortages Leave Hyperscalers Trailing Memory Suppliers - Let's Data Science
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letsdatascience.com 2026-06-22
This article analyzes the current semiconductor industry challenge of memory shortages, particularly focusing on the supply bottleneck of high-bandwidth memory (HBM) and its impact on hyperscalers. Jim Cramer, in his CNBC column, notes that while the AI-driven market rally has primarily benefited me
Memory ShortageHigh-Bandwidth Memory (HBM)HyperscalersSemiconductor Supply ChainAI InfrastructureStorage VendorsCapital Expenditure (Capex)Market Performance
2026-06-15
Samsung Could Make Part of Google Icefish TPU as Hyperscalers Hedge Against TSMC - Tech Times
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www.techtimes.com 2026-06-15
Google is reportedly considering having Samsung manufacture part of its next-generation AI chip, codenamed 'Icefish,' as a strategic move to reduce reliance on TSMC amid capacity constraints. Under the proposed plan, TSMC would produce the performance-critical compute die using its 1.4nm process, wh
AI chipTPUGoogleSamsungTSMCSemiconductor manufacturingChip designChip packaging
2026-06-11
KKR, Nvidia, Vistra, Kuwait Investment Authority launch infrastructure company for hyperscalers - Seeking Alpha
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seekingalpha.com 2026-06-11
2026-06-07
EU Tech Sovereignty Package: Cloud Act Bars US Hyperscalers, Chips Act 2.0 Takes Emergency Powers - The Eastern Herald
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easternherald.com 2026-06-07
On June 3, 2026, the European Commission unveiled an ambitious technology sovereignty initiative aimed at reducing Europe's heavy reliance on American and Asian companies in cloud infrastructure, semiconductors, and artificial intelligence. The package centers on the Cloud and AI Development Act (CA
EU Tech SovereigntyCloud RegulationSemiconductor ActAI DevelopmentData SecuritySupply Chain SecurityDigital InfrastructureUS Tech Dependence
2026-06-02
Hyperscalers Are Trying To Replace Nvidia's GPUs - TSMC Gets The Upside Either Way (TSM) - Seeking Alpha
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seekingalpha.com 2026-06-02
2026-05-27
Five giant hyperscalers—and Nvidia—share a surprising trait: female CFOs - Fortune
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fortune.com 2026-05-27
In the wake of the AI boom, major tech companies are undergoing unprecedented infrastructure expansion, with female CFOs playing pivotal roles in navigating this transformation. This article examines the leadership of CFOs at companies like Meta, Microsoft, Alphabet, Oracle, OpenAI, and NVIDIA, high
Artificial IntelligenceCFO EvolutionTech LeadershipFemale ExecutivesCapital ExpenditureCloud ComputingData InfrastructureSemiconductor Industry
2026-05-21
Nvidia targets long-term ACIE dominance as enterprise AI eclipses hyperscalers - digitimes
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www.digitimes.com 2026-05-21
2026-05-21
Watch Nvidia Targets New Revenue Engine Beyond AI Hyperscalers - Bloomberg.com
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www.bloomberg.com 2026-05-21