SpaceX’s 10 GW Nvidia Vera Rubin Bet: The Compute Landlord Thesis Scales to $100 Billion
SpaceX has set a new ceiling for AI infrastructure. During its inaugural earnings call as a public company…
Elon Musk says SpaceX will build exclusively with Nvidia, touts space-based AI servers
SpaceX (SPCX) is all-in on Nvidia (NVDA). CEO Elon Musk told investors during the company’s first-ever earnings call…
This AI startup has roughly 50 employees, no product and has never published a word of research. It’s worth $32 billion
Most startups need a product, paying customers and a believable path to profitability before investors start throwing billions…
NVIDIA vs Micron: One Controls the AI Platform, Other Controls the Bottleneck. Only One Bet Will Pay Off in 2027.
Quick Read NVDA surged 85% YoY while MU exploded 346%, yet Micron’s 8x forward P/E signals deep skepticism…
Rubin Observatory Begins Its 10-Year Survey of the Universe
Over the next ten years, a groundbreaking facility in northern Chile will capture a full view of the…
NVIDIA (NVDA) Announces the NVIDIA Vera Rubin Platform
NVIDIA Corporation (NASDAQ:NVDA) is one of the best trending AI stocks to watch in 2026. NVIDIA Corporation (NASDAQ:NVDA)…
Micron Technology Inc (MU) Gets Nvidia Nod For AI Memory Supply
Micron Technology Inc (NASDAQ:MU) is one of billionaire Ken Fisher’s top high growth stock picks. Micron has emerged…
Will NVIDIA’s (NVDA) RTX Spark and Vera AI PC Platform Shift Its End‑to‑End Narrative?
NVIDIA recently used Computex and GTC Taipei to unveil RTX Spark, its first AI PC superchip co‑developed with…
Jensen Huang Just Made a Surprise Announcement. Here’s What It Means for Nvidia Investors.
Few companies have an intense spotlight on them quite like Nvidia (NASDAQ: NVDA). As one of the most…
Nvidia’s Next AI Superchip Needs A New Kind of Memory — And One Company Controls It
The spotlight is on Nvidia Corp‘s next-gen Vera Rubin platform—but the real story isn’t the GPU. It’s the…
NVIDIA CEO Jensen Huang Says AGI Is Here. If He’s Right, These Stocks Win Big
Nvidia (NVDA) expects $1 trillion in Blackwell and Vera Rubin chip sales through next year as it benefits…
Nvidia stops H200 chip production, Anthropic restarts talks with Pentagon
Apple (AAPL) continued its March product rollout on Tuesday with the debut of its latest MacBook Air and…