From IPO announcements to earnings reports and ambitious projections, the world of AI has been abuzz with activity.
Nvidia, Singapore
Stock futures edged higher Friday morning, rising after yesterday’s selloff driven by concerns over tech-sector strength and tariff costs; inflation is expected to decline slightly with today’s release of the Personal Consumption Expenditures price index;
Overall data center spending enjoyed record growth last year leaping 34 percent, with market leaders like Nvidia, Dell, and HPE benefiting. This year has shown no let-up in demand with more than a half-trillion dollars in investment was pledged in January 2025.
Key Takeaways Major U.S. equity indexes wavered between gains and losses at midday Friday after a key measure of inflation showed price pressures easing as anticipated.Elastic shares surged after the data analytics software provider’s earnings and outlook exceeded forecasts.
Dell's dilemma is playing out for the largest U.S. server makers as they navigate the artificial intelligence boom.
Amazon finally upped the ante on AI with Alexa+, to pretty good reviews. Dell aims to help telecom providers finally move to the cloud and its shares got a one-day boost as a result. DOGE looks more and more like ransomware,
Dell is close to securing a $5 billion AI server deal with Elon Musk’s xAI The servers, featuring Nvidia GB200 chips, may support xAI’s supercomputer Analysts predict Dell’s AI server revenue could hit $14 billion by 2026 We recently reported HPE had beaten Supermicro and Dell Technologies to win a $1 billion contract to supply servers optimized for AI work to Elon Musk’s X,
Stocks were higher on Friday as President Trump’s latest announcement of new tariffs and China’s vow to retaliate heightened trade tensions.
As the AI boom cycle matures, investors are shifting their focus away from top-line revenue growth and toward bottom-line profits.
On Monday, reports surfaced that Nvidia chips were making their way to customers in China, with the high-end tech circumventing strict US export controls.
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