NVIDIA Bets Big on AI
NVIDIA’s recent moves underscore a singular strategy: locking in long-term demand for its full-stack AI platform while extending that same accelerated-computing advantage into domains once considered too specialized or safety-critical for…
AI Hits the Office
The launch of ASUS’s ExpertCenter Pro ET900N G3 deskside system, built on NVIDIA’s GB300 Grace Blackwell Ultra Desktop Superchip, signals a decisive move to place data-center-class AI performance directly in enterprise environments. At the same time,…
NVIDIA Surges
Introduction to NVIDIA’s Resurgence The recent surge in NVIDIA’s stock, with a 40% increase over the past year and a 7.4% year-to-date gain, has sparked intense interest among investors and industry analysts. This growth is particularly…
Oracle’s AI Bet
Oracle’s AI Infrastructure Bet Faces Market Scrutiny as Earnings Loom and Government Deployments Accelerate Oracle heads into its June 10 fiscal fourth-quarter report with cloud infrastructure revenue projected to surge 90.8% year-over-year to…
AI Workloads Span Clouds
Enterprises Face a New Reality: AI Workloads Must Move Seamlessly Across Clouds Without Rewriting Pipelines The rapid expansion of AI and high-performance computing workloads is exposing the limits of traditional cloud strategies. Organizations can no…
AI in Nuclear Deterrent
The Department of Energy’s decision to embed artificial intelligence across every element of the U.S. nuclear deterrent marks a decisive shift in how the nation manages its most consequential technologies. Rather than treating AI as an experimental…
Huawei Shipments Rise
Huawei’s smartphone shipments climbed 22% year-over-year to 14.2 million units in the second quarter of 2025, yet revenue fell 13% as average selling prices dropped 29%. The divergence points to a structural constraint: without access to…
Nvidia Invests $4B in AI Optics
Nvidia’s Strategic Investments in AI Optics R&D Nvidia is making a significant push into the development of advanced optical technologies for future AI infrastructure, with a $2 billion investment each in Lumentum Holdings and Coherent. This…
NVIDIA Enters Photonics
NVIDIA’s Strategic Push into Photonics: A New Era for AI and Data Centers NVIDIA’s recent investments in photonics companies Coherent and Lumentum, totaling $4 billion, mark a significant shift in the company’s strategy to develop…
Oracle’s Cloud Push
Oracle’s Ambitious Cloud Aspirations Oracle, a legacy software company, has been undergoing a significant transformation in recent years, with a focus on cloud infrastructure and artificial intelligence (AI). The company’s stock has…