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Rebellions CEO Sunghyun Park discusses how his AI semiconductor startup plans to compete with the likes of Nvidia and AMD in the AI chip space. He speaks with Haslinda Amin from the sidelines of 'IMF Conference; Asia 2050'. (Source: Bloomberg)...

Nvidia stock gets a new Wall Street price target as a 5-star analyst highlights strong AI data center demand outlook...

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We've all become adjusted to a few of the mega-popular stocks involved in the broader AI trade, namely NVIDIA, Palantir, and Vertiv, to just name a small trio. But there are others that investors should keep an eye on....

Nvidia has been the belle of the quarterly earnings ball for quite some time....

Oracle and OpenAI have scrapped plans to expand a flagship artificial intelligence data center in Texas after negotiations dragged over financing and OpenAI's changing needs. The collapsed talks created an opening for Meta Platforms Inc. to step in and consider leasing the planned expansion site in Abilene, Texas, from developer Crusoe, according to people familiar with the matter. Nvidia Corp., the leading AI chipmaker, helped facilitate Meta's discussions with the developer, said the people, who asked not to be identified because the talks are private. The shifting plans underscore the complexity of building out AI data centers, which are expected to cost in the tens of billions of dollars and require cooperation from a wide swath of partners. Bloomberg Tech Co-Host Ed Ludlow joins Bloomberg Businessweek Daily to discuss. He speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)...

Oracle & OpenAI Scrap Texas Data Center Expansion Plan, Sending AI Stocks Lower AI-related stocks are sliding late in the New York cash session after Bloomberg News reported that Oracle and OpenAI have scrapped plans to expand the Stargate AI data center in Abilene, Texas, from about 1.2 GW to 2.0 GW. Sources said the expansion was canceled after talks stalled over financing issues and OpenAI's changing demand forecasts. However, the collapse of the Oracle-OpenAI plans has opened the door for Meta, which is now in talks to lease the space instead. Nvidia is reportedly helping to broker that deal and has put down a $150 million deposit with developer Crusoe. Progress at our datacenter in Abilene. Fun to visit yesterday! pic.twitter.com/W22ssjWstW — Sam Altman (@sama) September 24, 2025 Oracle's broader 4.5 GW data center agreement with OpenAI remains intact, and other projects are still moving forward, according to the report. The report erased all of Oracle's intraday gains within minute...

Bloomberg's Caroline Hyde and Ed Ludlow discuss reports that the US Commerce Department has drafted regulations restricting AI chip shipments to anywhere in the world without American approval. Plus, Oracle plans to cut thousands of jobs as it handles a cash crunch from a massive AI data center expansion effort. And, the Pentagon has officially notified lawmakers that it has determined Anthropic and its products pose a risk to the US supply chain. (Source: Bloomberg)...

While Nvidia continues to post jaw-dropping revenue growth, Alphabet's massive cloud backlog and diversified business model offer the predictability long-term investors crave....

Die USA prüfen laut einem Bericht neue Regeln für den Export von KI-Chips. Große Lieferungen könnten künftig Investitionen in US-Rechenzentren oder Sicherheitsgarantien voraussetzen....

Martin Shkreli argues that photonic computing, which uses light instead of electricity, could disrupt GPU pricing power and reprice prediction markets. Traders are skeptical due to Q/C Technologies Inc.'s history of chasing retail liquidity and lack of revenue. Importance Rank:  1 read more...

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30 statt 100 Milliarden: Nvidia-Chef Jensen Huang erklärt den Strategiewechsel bei OpenAI und datiert den IPO der KI-Schmiede auf Ende 2026....

Two of the most important custom chip makers in AI just delivered back-to-back blowout quarters, and the market is taking notice. The thesis is simple: custom AI accelerators sold by Broadcom and Marvell are believed to be better suited for inference workloads, while training remains NVIDIA's domain. And with inference demand just beginning to scale, ... Marvell CEO: “Demand for Our Products Continuing to Accelerate” as Data Center Revenue Hits $1.5B The post Marvell CEO: “Demand for Our Products Continuing to Accelerate” as Data Center Revenue Hits $1.5B appeared first on 24/7 Wall St.....

The estimated size of the chipmaker's opportunity in the artificial intelligence space is mind-boggling....

Jensen Huang's recent comments on agentic AI point to big implications for software stocks....

Just when you thought Nvidia (NASDAQ:NVDA) and its legendary founder and CEO Jensen Huang had their fill of intriguing AI deals, the GPU titan makes another pair of moves. Undoubtedly, all of the investments across the AI scene might be making some shareholders uneasy, especially as the circularity introduces a more complicated web of risks ... Nvidia Just Made Another Pair of Brilliant AI Bets The post Nvidia Just Made Another Pair of Brilliant AI Bets appeared first on 24/7 Wall St.....

The consensus price target hints at a 44.4% upside potential for Nvidia (NVDA). While empirical research shows that this sought-after metric is hardly effective, an upward trend in earnings estimate revisions could mean that the stock will witness an upside in the near term....

Die USA prüfen laut einem Bericht neue Regeln für den Export von KI-Chips. Große Lieferungen könnten künftig Investitionen in US-Rechenzentren oder Sicherheitsgarantien voraussetzen....

CNBC's Kristina Partsinevelos put it plainly after Broadcom (NASDAQ:AVGO) reported earnings this week: “Broadcom just did what Nvidia couldn't explain.” That's the whole story. But let's unpack why it matters. The Nvidia Problem Nvidia (NASDAQ:NVDA) reported what should have been a celebration. Revenue hit $68.13 billion, up 73% year-over-year. Data Center alone generated $62.31 billion. ... CNBC's Partsinevelos: 'Broadcom Just Did What Nvidia Couldn't Explain' The post CNBC's Partsinevelos: 'Broadcom Just Did What Nvidia Couldn't Explain' appeared first on 24/7 Wall St.....