Tag: Nvidia

AI AnalyticsAssistive Technology

Oracle Unveils World’s Largest AI Supercomputer with 800,000 Nvidia GPUs

Oracle has announced what sources indicate is the world’s largest AI supercomputer in the cloud. The OCI Zettascale10 system reportedly features up to 800,000 Nvidia GPUs and delivers unprecedented computing power for AI model training and deployment.

Oracle’s Massive AI Supercomputer Breakthrough

Oracle Corporation has unveiled what it claims is the “largest AI supercomputer in the cloud” according to recent reports. The OCI Zettascale10 represents a significant advancement in cloud computing infrastructure, arriving approximately one month after Microsoft’s own data center announcement and marking another major development in the rapidly expanding AI infrastructure race.

by Natalie Brooks
AI AnalyticsInfrastructure

Nscale Strikes Major AI Infrastructure Deal with Microsoft to Deploy 200,000 Nvidia GPUs

Startup AI cloud provider Nscale has reportedly signed a significant agreement with Microsoft to deploy approximately 200,000 Nvidia GB300 GPUs across multiple data centers. The deal represents one of the largest AI infrastructure deployments announced this year and signals continued expansion in the high-performance computing sector.

Major AI Infrastructure Expansion

AI hyperscaler startup Nscale has reportedly signed a substantial agreement with Microsoft to bring advanced artificial intelligence hardware to multiple data centers across Europe and the United States, according to company announcements.

by Natalie Brooks
AI AnalyticsPersonal Finance

Bank of America Upgrades Amphenol: AI-Driven Growth and M&A Fuel Bullish Outlook

Amphenol receives a bullish upgrade from Bank of America, with a new $150 price target highlighting 22% upside. Analyst Wamsi Mohan projects triple-digit AI revenue growth through 2026, driven by data center demand and Nvidia’s evolving architectures.

In a significant market move, Bank of America has upgraded Amphenol from neutral to buy, signaling strong confidence in the company’s position as a key player in the artificial intelligence supply chain. Analyst Wamsi Mohan raised his price target to $150 from $120, projecting a 22.3% gain from recent levels, amid expectations of sustained AI-driven revenue growth and strategic mergers and acquisitions. This upgrade comes as Amphenol shares have demonstrated parabolic performance, surging over 41% in three months and 91% over six months, reflecting robust demand across AI-connected industries.

Analyst Upgrade and Price Target Rationale

by Natalie Brooks
Economy and TradingInternational Business and Trade

ASML’s Crucial Role in U.S.-China Tech War and Semiconductor Dominance

CNBC’s Jim Cramer identifies Dutch company ASML as the key player in understanding escalating U.S.-China trade tensions. With its monopoly on extreme ultraviolet lithography machines essential for advanced chip production, ASML sits at the center of the technological standoff between the world’s two largest economies.

Why ASML holds the key to semiconductor supremacy

As U.S.-China trade tensions intensify, Jim Cramer of CNBC has identified an unexpected European company as critical to understanding the technological standoff. ASML Holding, the Netherlands-based manufacturer of advanced lithography machines, has become the focal point in the battle for semiconductor dominance between the world’s two largest economies. According to Cramer, “Without ASML, they can’t do what Nvidia does… ASML is the key” to understanding why China cannot match U.S. chip technology capabilities despite massive investment in domestic semiconductor development.

by Darren Holt
AI AnalyticsAssistive Technology

Nvidia’s AI Dominance Fueled by National Security Imperatives, Says Brad Gerstner

Brad Gerstner sees Nvidia continuing its remarkable run as artificial intelligence transitions from commercial opportunity to national security imperative. The Altimeter Capital founder draws parallels to Google’s historic growth, suggesting current AI investments mirror earlier tech inflection points.

In a compelling appearance on CNBC’s “Squawk Box,” Brad Gerstner, founder and CEO of Altimeter Capital, articulated why he believes Nvidia represents one of the most compelling investment opportunities of the decade. His thesis centers on the transformation of artificial intelligence from purely commercial domain to matter of national security, creating what he describes as an “existential” imperative for continued investment in computational infrastructure.

The National Security Imperative Driving AI Investment

by Natalie Brooks
AI AnalyticsBusiness

The $1 Trillion AI Infrastructure Boom: OpenAI, Nvidia and the Web of Deals Reshaping Technology

The artificial intelligence revolution is being built on an unprecedented scale of infrastructure deals totaling nearly $1 trillion. From OpenAI’s massive partnerships to Nvidia’s strategic investments, discover how these interconnected agreements are creating the foundation for AI’s future.

The artificial intelligence revolution is unfolding at a staggering scale, with recent infrastructure deals approaching the $1 trillion mark according to industry reports. This massive capital deployment represents the largest technological infrastructure buildout in decades, centered around a handful of key players including OpenAI, Nvidia, Oracle, and several other technology giants. As detailed in a comprehensive Financial Times analysis, these interconnected agreements are creating a complex web of financial relationships that will determine the future trajectory of AI development and deployment.

The OpenAI Spending Spree: Building AI’s Foundation

by Natalie Brooks
AI AnalyticsCloud Computing

OpenAI and Oracle’s Stargate Abilene: 450,000 GB200 GPUs to Power AI Supercluster

Oracle Chairman Larry Ellison announced during his Oracle AI World keynote that the OpenAI partnership will deploy over 450,000 Nvidia GB200 GPUs at the Abilene, Texas data center. The massive deployment will consume 1.2 gigawatts of power, equivalent to powering one million American homes.

In a landmark announcement that signals the accelerating scale of artificial intelligence infrastructure, Oracle CTO and Chairman Larry Ellison revealed during his Oracle AI World keynote that the company’s partnership with OpenAI will deploy more than 450,000 Nvidia GB200 GPUs at the Stargate Abilene data center campus. This represents one of the largest single AI infrastructure deployments ever announced, highlighting the massive computational requirements of next-generation AI models.

Unprecedented Scale of GPU Deployment

by Natalie Brooks
Assistive TechnologyComputer Hardware

Intel’s Crescent Island GPU: 2026 Customer Testing Signals AI Chip Push

Intel confirms its Crescent Island data center GPU will reach customer testing in late 2026, representing the chipmaker’s strategic shift toward AI inference workloads. This comes amid intense competition and supply constraints in the AI chip market.

Intel has confirmed its upcoming GPU codenamed Crescent Island will enter customer sampling in the second half of 2026, signaling the semiconductor giant’s renewed determination to compete in the rapidly expanding artificial intelligence accelerator market. This development comes as Intel seeks to establish a foothold against dominant players Nvidia and AMD, particularly in the data center segment where AI workloads have created unprecedented demand.

Crescent Island GPU: Intel’s Strategic AI Play

by Natalie Brooks