Billionaire Bill Ackman Just Bet on a $700 Billion Hyperscaler AI Spending Wave
Hyperscalers are approaching $700 billion in AI spending in 2026, which can continue to increase in the years…
Super Micro says two Taiwan staff detained in probe involving its AI servers
By Wen-Yee Lee TAIPEI, July 2 (Reuters) – Super Micro said on Wednesday that two workers at its…
Taiwan raids Super Micro in Nvidia AI chip smuggling probe
Taiwan’s Keelung District Prosecutors Office raided the Taiwan offices of Super Micro Computer and two other firms Monday…
Smart Money is Leaving Nvidia for This AI Chip Stock
Nvidia stock price keeps sliding, yet the usual dip buyers are missing. Institutional money flow on the stock…
Oracle Sinks on Report Its Cloud Margins Are Lower Than Expected
The Oracle offices in Redwood City, California. (Bloomberg) — Oracle Corp. shares tumbled after a report that the…