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21.04.26 - 13:24
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Forget Nvidia: Why HPE Could Be the Overlooked AI Infrastructure Play of 2026 (24/7 Wall St.)
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Nvidia (NYSE: NVDA) dominates the chip layer of the artificial intelligence (AI) buildout with spectacular results. But the infrastructure layer matters: every GPU Nvidia ships comes inside a server chassis, connected by networking fabric, deployed in enterprise data centers. The companies building that infrastructure layer ride the same AI wave at a fraction of the ... Forget Nvidia: Why HPE Could Be the Overlooked AI Infrastructure Play of 2026...
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21.04.26 - 11:18
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Victory Giant skyrockets after biggest Hong Kong IPO this year (SCMP)
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Nvidia supplier Victory Giant surged 50 per cent on its first day of trading following the biggest Hong Kong initial public offering this year, as investor appetite for artificial intelligence stocks weathers uncertainty in the Middle East.
The printed-circuit board maker closed at HK$315.00 compared with the HK$209.88 price of shares in its HK$20 billion (US$2.6 billion) IPO. The Guangdong-based company has also jumped fourfold in a year in Shenzhen trading.
Victory Giant is the latest in a......
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21.04.26 - 09:45
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Cerebras Systems: Bringt dieser Tech-IPO Nvidia in Gefahr? (Sharedeals)
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Der US-amerikanische KI-Chipentwickler Cerebras Systems bereitet sich auf einen Börsengang vor und könnte damit zu einem der spannendsten Tech-IPOs des Jahres 2026 werden. Das Unternehmen positioniert sich als Herausforderer des Marktführers Nvidia und will vom anhaltenden Boom rund um künstliche Intelligenz profitieren. Für Investoren stellt sich damit die Frage, ob sich hinter dem geplanten Börsengang […]
The post Cerebras Systems: Bringt dieser Tech-IPO Nvidia in Gefahr? first appeared on sharedeals.de....
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