IREN Went From Bitcoin Miner to $3.4B NVIDIA Partner — Wall Street Is Just Waking Up
IREN (IREN) — formerly Iris Energy — was written off as another Bitcoin miner riding a volatile coin. Then it signed a $3.4B AI cloud contract with NVIDIA. Now management forecasts $3.7 billion in ann...
AMD Is Quietly Crushing Nvidia In 2026 — Up 118% While Everyone Watched NVDA
AMD stock is up 118% year-to-date, quietly outperforming Nvidia by a wide margin. Q1 2026 earnings were a blowout — revenue hit $10.3B (37.8% YoY growth), adjusted EPS of $1.37 beat estimates by 5.8%,...
Nvidia Just Dropped a $58.3 Billion Profit — And the AI Supercycle Is Barely Started
Nvidia reported Q1 FY2027 earnings that blew past every estimate — $81.6B in revenue, $58.3B in net income, and data center revenue surging 92% YoY to $75.2B. The Blackwell ramp is ahead of schedule, ...
Trump Torpedoes AI Executive Order — And Markets Are Loving It
President Trump abruptly canceled the signing of an executive order that would have given the federal government sweeping oversight of advanced AI models. He cited concerns about overregulation and th...
Nvidia Gets the Headlines. Broadcom Gets the Checks.
Broadcom is quietly becoming the most important AI chip company you're not watching. With a $1.96T market cap and $68.3B in TTM revenue, custom ASIC revenue has doubled as Google, Meta, and Amazon tap...
Nvidia's $80B Buyback Is the Loudest Whisper in the Market — Are You Listening?
Nvidia smashed Q1 estimates with $81.6B in record revenue and Data Center up 92% YoY, then authorized an $80B stock buyback — the largest capital return program in tech history. The stock barely moved...
Europe's AI Infrastructure Giant: Nebius Is Building the GPU Empire You Haven't Noticed
Nebius Group (NBIS) raised $700M from Accel and Nvidia in March 2026, launched a 20,000-H100 Paris cloud region, and locked in a multi-year deal with a major US hyperscaler estimated at $150M+ ARR. Re...
Marvell Is the AI Semiconductor Giant Wall Street Is Ignoring
Marvell hit $189 after a 263% run from its 52-week low, posting $8.2B revenue and a 32.6% profit margin. With custom AI silicon exploding and optical interconnect demand surging, MRVL is the most unde...
CoreWeave Is the AI Cloud Dark Horse Nobody's Talking About
CoreWeave (CRWV) runs $6.2B in annual revenue as the premier GPU-as-a-service cloud for AI workloads. Up 50% YTD with a $138 analyst target, this is the infrastructure bet that captures AI compute dem...
Andrej Karpathy Joins Anthropic: Why This Changes the AI Landscape
Andrej Karpathy — OpenAI co-founder, former Tesla AI director, and one of the most recognizable AI researchers in the world — has joined Anthropic to lead pretraining research. The move reshapes the c...
Broadcom's AI Networking Dominance: Tomahawk, Custom ASICs, and the VMware Pivot
Broadcom's Tomahawk 5 switches connect Nvidia GPUs in every major hyperscaler cluster. Custom ASIC deals with Google, Meta, and Apple add $10B+ in AI revenue. VMware is pivoting to subscription, and t...
AMD vs Nvidia in AI: Is 2026 Finally AMD's Year to Compete?
AMD's Instinct MI350 is winning real hyperscaler deployments, and MI400 is on track for 2027. But Nvidia's Blackwell ramp and CUDA ecosystem remain formidable. We analyze whether AMD can capture 20%+ ...
Palantir's AIP Is the Government AI Engine — Here's the Bull Case for $PLTR
Palantir's AIP platform is driving a new wave of government and commercial AI adoption, with FY2025 revenue of $4.48B (+56% YoY), Q1 2026 revenue of $1.63B accelerating to 85% growth, and a market cap...
Nvidia's Blackwell Ramp: Inside the $100B AI Infrastructure Super-Cycle
Nvidia's Blackwell B200 is shipping in volume, hyperscaler orders are accelerating, and data center revenue is tracking toward $100B+. But with AMD's MI350 on the horizon and custom ASICs gaining trac...
Google I/O 2026: 5 Takeaways That Reshape the AI Landscape
Google I/O 2026 was a declaration that the AI wars have entered their platform phase. Gemini 3.0 closes the gap with GPT-5, AI Search monetizes at 15-20% higher CPMs, and TPU v6 gives Google a structu...
Cerebras Landed 2026's Biggest IPO. Here's Why Nvidia Isn't Losing Sleep.
Cerebras Systems debuted on Nasdaq with a $26.6B valuation and surged 68% on its first day. The company's wafer-scale chips excel at AI inference but face a narrowing window as Nvidia's Blackwell arch...