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NVIDIA is Acquiring ‘Dark Fiber’ Across the United States. Here’s Why That’s a Big Deal.
24/7 Wall St.68d agoneutral
NVIDIA is Acquiring ‘Dark Fiber’ Across the United States. Here’s Why That’s a Big Deal.

For a retirement portfolio that needs a single, defensible AI infrastructure play, NVIDIA (Nasdaq: NVDA) remains a frontrunner. The stock trades at $212.06, and reports that the company is silently acquiring long-haul dark fiber across the U.S. only sharpen the bull case. Dark fiber is unlit optical cable already in the ground but not yet ... NVIDIA is Acquiring ‘Dark Fiber’ Across the United States. Here’s Why That’s a Big Deal.

Exclusive-Intel, AMD sign long-term server CPU deals with Chinese clients as prices surge, sources say
Reuters68d agobullish
Exclusive-Intel, AMD sign long-term server CPU deals with Chinese clients as prices surge, sources say

U.S. chipmaking giants Intel and Advanced Micro Devices are signing longer-term purchase commitments with Chinese server customers for data-centre processors as prices ‌surge, two people familiar with the talks said. The move highlights a broader consequence of the ‌AI boom: demand has spread beyond AI accelerators to memory, networking gear and server processors, giving suppliers greater leverage to seek long-term purchase ​deals. AI data centres require not only Nvidia-style graphics processors (GPUs) but also large numbers of central processing units (CPUs) to support servers, storage, networking and inference workloads.

Dell Technologies (DELL) Climbs 9.3% on Booming Demand for Nvidia-Powered AI Servers
Insider Monkey68d agobullish
Dell Technologies (DELL) Climbs 9.3% on Booming Demand for Nvidia-Powered AI Servers

Dell Technologies (NYSE:DELL) surged by 9.32 percent on Wednesday to finish at $441.80 apiece as investors drew encouragement from the surging demand for AI servers using Nvidia chips. The stock rallied alongside its counterparts, Super Micro Computer (SMCI) and Hewlett Packard Enterprises, helped buoyed by SMCI’s record backlog of $60 billion in the fourth quarter […]

X Energy (XE) Looks Pricey Even After The Prometheus Project Win
Simply Wall St.68d agoneutral
X Energy (XE) Looks Pricey Even After The Prometheus Project Win

X-Energy (XE) is drawing fresh attention after being named a Tier 1 partner in the AI focused Prometheus nuclear research project, alongside Idaho National Laboratory, NVIDIA and AWS. See our latest analysis for X-Energy. Despite the Prometheus announcement, X-Energy’s recent share price return has been mixed, with a 9.23% gain over the past week, a 30 day share price return down 18.38%, and a year to date share price return down 43.66% from the latest close of $16.45. This suggests momentum...

X Energy (XE) Joins Project Prometheus As Founding Partner In AI Nuclear Push
Simply Wall St.68d agoneutral
X Energy (XE) Joins Project Prometheus As Founding Partner In AI Nuclear Push

X-Energy (NasdaqGS:XE) has been named a founding member of Project Prometheus, a new AI-driven partnership focused on advanced nuclear deployment. The company joins Tier 1 partners including Idaho National Laboratory, NVIDIA, and AWS in this government-backed initiative. Project Prometheus is intended to apply AI tools across nuclear design, licensing, construction, and operations. X-Energy is known for its work on advanced nuclear technologies. Project Prometheus places the company...

Did AI-Euphoria and Volatile Options Pricing Just Shift Marvell Technology's (MRVL) Investment Narrative?
Simply Wall St.68d agoneutral
Did AI-Euphoria and Volatile Options Pricing Just Shift Marvell Technology's (MRVL) Investment Narrative?

In recent months, Marvell Technology has been at the center of renewed AI-chip enthusiasm, buoyed by sector-wide optimism, accelerating AI-related bookings, and high-profile endorsements such as Nvidia CEO Jensen Huang’s “next trillion-dollar company” remark and its addition to the S&P 500 index. At the same time, options markets are signaling very large ranges for potential outcomes and elevated implied volatility, underlining how ambitious growth expectations and dependence on hyperscaler...