#@StockSavvyShay

18 articles

Usman Salis Usman Salis Artificial Intelligence
2 days ago

Microsoft CEO Warns AI Boom Now Limited by Power

Microsoft CEO Satya Nadella disclosed that the company has Nvidia GPUs sitting idle due to energy shortages, showing that power and data center capacity—not computing hardware—have become the real constraints on AI growth.

Alex Dudov Alex Dudov Artificial Intelligence
2 days ago

Google Cloud Growth Accelerates as AI Demand Reshapes the Cloud Market

An analysis of Google Cloud's rapid revenue acceleration from $10B to $60B ARR, driven by AI infrastructure adoption and enterprise demand for machine learning services.

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Eseandre Mordi Eseandre Mordi Stocks
4 days ago

NVDA and Samsung Build AI Megafactory Powered by 50K GPUs

Nvidia partners with Samsung to deploy 50,000 GPUs in an AI-driven megafactory, marking a significant shift from cloud computing to industrial automation and manufacturing.

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Artem Voloskovets Artem Voloskovets Stocks
6 days ago

NVIDIA Now Worth 16% of U.S. GDP as AI Dominance Redefines the Market

NVIDIA has reached a staggering $5.11 trillion market cap—equivalent to 16% of the entire U.S. economy. Once a gaming chip maker, the company has transformed into the backbone of the AI revolution, reshaping global markets and becoming a macroeconomic force in its own right.

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Alex Dudov Alex Dudov Artificial Intelligence
1 week ago

AMZN Trails Rivals in the $350B AI Cloud Race

Fresh analysis from Raymond James suggests Amazon Web Services may lag behind Microsoft, Oracle, and Google in the booming AI cloud market, projected to hit $350 billion by 2030.

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Usman Salis Usman Salis Stocks
2 weeks ago

NVDA and TSMC Begin U.S. Production of Blackwell AI Chips in Arizona

NVIDIA and TSMC have reached a major milestone with the first U.S.-made Blackwell AI chips now rolling off production lines at TSMC's Arizona facility, marking a significant step toward American semiconductor independence.

Eseandre Mordi Eseandre Mordi Stocks
2 weeks ago

NVDA Calls Energy Storage Essential for AI Data Centers

A look at how NVIDIA's infrastructure requirements are reshaping the energy storage landscape for AI workloads.

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Usman Salis Usman Salis Artificial Intelligence
2 weeks ago

AI Model Upgrades Drive Surging Demand for Compute Power

How exponential AI growth is reshaping the semiconductor and cloud infrastructure landscape

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Usman Salis Usman Salis Stocks
2 weeks ago

NBIS AI Cloud 3.0 "Aether" Launches With Nvidia GB200 Power to Drive Enterprise AI at Scale

Nebius has rolled out AI Cloud 3.0, called Aether, built to help businesses move from AI experiments to real-world production with proper governance, the ability to scale up, and Nvidia GB200's muscle under the hood.

Peter Smith Peter Smith Artificial Intelligence
2 weeks ago

IT Industry Tax Reform Debate Over ROI as NVDA GB200 AI Factory Shows 15x Profit Potential for Budgets

NVIDIA claims its GB200 NVL72 can turn a $5M AI factory into $75M revenue, sparking discussions about compute efficiency, profit margins, and how tax policy might respond to these economics.

Peter Smith Peter Smith Stocks
2 weeks ago

Stock News: NVDA, MSFT in $40B Data-Center Deal

Nvidia, Microsoft, BlackRock, and xAI are forming a $40 billion consortium to buy Aligned Data Centers—the opening move in a broader $100B AI infrastructure partnership targeting roughly 20 gigawatts of new capacity each year.

Usman Salis Usman Salis Stocks
3 weeks ago

Broadcom Stock Surges as $10B AI Chip Deal Expands Beyond OpenAI

A major confirmation reshapes expectations in the AI chip market.

Saad Ullah Saad Ullah Stocks
3 weeks ago

AWS Growth Poised for Strong Rebound with Anthropic Clusters

Analysis of AWS's expected growth acceleration driven by new infrastructure deployments and Anthropic's gigawatt-scale data centers coming online in 2025-2026.

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Marina Lyubimova Marina Lyubimova Artificial Intelligence
3 weeks ago

AI Data Centers to Quadruple Global Power Demand

A look at how artificial intelligence is reshaping the global energy landscape and which companies are leading the charge.

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Usman Salis Usman Salis Stocks
4 weeks ago

AMZN Stock at Its Cheapest in Over a Decade

A rare opportunity as valuation metrics hit levels not seen since 2014

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Usman Salis Usman Salis Artificial Intelligence
1 month ago

GOOG Stock Looks Undervalued Amid the AI “Money Glitch”

While everyone's talking about the viral AI "money loop" between OpenAI, Oracle, and NVIDIA, Google might be the most undervalued player in the artificial intelligence race.

Usman Salis Usman Salis Stocks
2 months ago

Nvidia Price Target $200 as AI Demand Accelerates

Nvidia (NVDA) is trading at $179.42 in pre-market, down 1.20%, but strong AI-driven fundamentals suggest the stock could reach $200 before testing any support at $150.

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Peter Smith Peter Smith Stocks
2 months ago

U.S. Plants Secret Trackers in NVDA and AMD Chips to Stop China Leaks

U.S. authorities are secretly embedding tracking devices in AI chip shipments from NVIDIA (NVDA) and AMD to prevent unauthorized diversions to China. The covert monitoring targets compliance with 2022 export restrictions.

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