#Nvidia

NAVER, NVIDIA and Brookfield are tripling Korea's AI factory to 200MW. The real story isn't the megawatts — it's the ~$10 billion capital stack behind sovereign AI.

Bloomberg says Z.ai switched on a ~1GW data center running only Chinese chips to train GLM. What it means for export controls, open models, and Nvidia's China thesis.

OpenAI, Meta, NVIDIA/ServiceNow, and Google shipped enterprise agent platforms in a month — and disagree on what the product is. The market-structure read for buyers.

CoreWeave measured 10× more DeepSeek-R1 tokens per megawatt on Vera Rubin NVL72, but missing methodology limits what NVDA investors can conclude today.

NVIDIA says its 32GB Jetson T3000 can match T5000 inference. TECHi examines the missing methodology, memory economics and 2027 hardware timeline for buyers.

TECHi's application to NVIDIA's Inception program was approved on June 13, 2026. What the membership means, how we got here, and what changes for readers.

Alibaba's best day in 10 months came as four banks cut price targets, an AI-theft complaint hit the Senate and Beijing opened H200 access. What changed.

Nvidia stock slipped 1.3% while Meta's cloud plan crushed AI renters and Palantir soared on NVIDIA's sovereign-AI pact. What the two signals mean for NVDA.

Palantir stock added about $22 billion on July 1 after an NVIDIA sovereign-AI pact and an Army data-layer win. The disclosed dollars tell a different story.

Qualcomm is buying Chris Lattner's Modular for $3.9B to attack NVIDIA's CUDA moat with a hardware-agnostic AI layer. Why it's the right target, and so hard to crack.

Micron reports fiscal Q3 on June 24. Why Wall Street doubled its price targets on a triple-digit DRAM surge — and what the print must deliver to justify it.

Vertiv's AI data-center cooling business has a $15B backlog and rising guidance — but VRT trades near $128B and ~48x forward earnings. The bull and bear case.

A fresh TECHi ranking of Nvidia, Alphabet, and Palantir for a $1,000 AI-stock basket, with AMD and Broadcom folded in as watchlist context.

Nvidia and SK hynix signed a multiyear HBM4 memory pact for Vera Rubin. Why memory is AI's real bottleneck — and what it means for NVDA and Micron (MU).

Google reportedly ordered 3 million TPUs from Intel for 2028 and Nvidia is testing 18A. What the foundry wins mean for INTC stock — and the valuation gap.

Broadcom's post-earnings drop shows AI demand is still real, but investors now want infrastructure bottlenecks, cash flow, and power access.

AMD stock reopens after Memorial Day with a new test: whether Venice, Helios and AI racks can justify the post-earnings re-rating.

Broadcom stock faces a Tuesday open test after the holiday. AVGO must prove it still beats Nvidia, Marvell and other AI alternatives.

AI is moving from model demos to power, chips, storage, data centers and cloud capacity. The next winners may control the infrastructure.

Nvidia reported $81.6B revenue, $75.2B data center sales and a $91B Q2 guide. Here is the honest read on the AI factory boom.

Nvidia reports Q1 FY2027 today. The real test is not only revenue, but AI demand, bottlenecks, financing and customer ROI.

Nvidia’s next stock debate is not just Blackwell demand. STX, Dynamo and context memory may decide NVDA’s inference moat.

Cerebras priced CBRS at $185, opened at $350, then cooled. Here is the real AI-chip bull case, the risks, and what investors should watch next.

Nvidia fell on 4 of its last 5 earnings beats. The May 20 Q1 FY27 print won't move the stock — only a Q2 guide above $86B will. Here's the math.