So says Chris Lattner, co-Founder & CEO of Modular, pitched as the portable alternative to NVIDIA's software stack, designed ...
Qualcomm is looking to expand its position in the data center market as AI demand skyrockets.
Qualcomm's data center entry analyzed: how the Modular acquisition, HBC memory architecture, and Arm-based C1000 CPU ...
Reports that Blue Owl was looking to cash in on some of the Stack empire first surfaced last month. DCD has contacted the companies for comment on the report. Stack Infrastructure ...
Morgan Stanley analyst Joseph Moore said Qualcomm’s forecast of $5 billion in AI data center revenue by fiscal 2027 positions ...
AI infrastructure spending is broadening beyond model training into inference, edge distribution, and data center ...
Cisco Systems, Inc. (NASDAQ:CSCO) is one of Kevin O’Leary’s top stock picks for 2026 through the O’Shares U.S. Quality ...
Nebius Group N.V. (NASDAQ:NBIS) is an AI cloud company that provides full-stack infrastructure, compute, storage, networking, ...
Vertiv's scale, integrated AI data center infrastructure and robust backlog make it a stronger cooling play than Modine despite its premium valuation.
So far in 2026, Nvidia stock has only gained about 8% -- slightly lagging the Nasdaq Composite's performance.
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