#ai-demand

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#palantir

Palantir CEO says the company 'eviscerated' sales so hard execs have stopped talking about how 'crazy' he is

Palantir's third-quarter earnings surpassed expectations, with significant revenue growth fueled by AI demand in the US.

Palantir CEO swipes at critics who called him 'batshit crazy' as earning results are so strong he tells staff to 'go home'

Palantir's recent success has shifted perception, allowing CEO Alex Karp to confidently address criticisms about his leadership style while emphasizing strong product performance.

Palantir CEO says the company 'eviscerated' sales so hard execs have stopped talking about how 'crazy' he is

Palantir's third-quarter earnings surpassed expectations, with significant revenue growth fueled by AI demand in the US.

Palantir CEO swipes at critics who called him 'batshit crazy' as earning results are so strong he tells staff to 'go home'

Palantir's recent success has shifted perception, allowing CEO Alex Karp to confidently address criticisms about his leadership style while emphasizing strong product performance.
morepalantir
#data-centers

UK warned about data center need, again

The UK must invest in more data centers to meet growing AI demand, or risk losing technology leadership.

AI power: Expanding data center capacity to meet growing demand

The demand for AI-specific data centers is rapidly accelerating, potentially leading to significant supply shortages by 2030.

Silicon Valley is pouring billions into nuclear energy because without it, the U.S. risks 'browning the grid'

Amazon and Google are investing in small nuclear reactors to meet rising electricity demands and reduce emissions for their data centers and AI operations.

AMD CEO Lisa Su says GPU and CPU sales are nearly equal. Wall Street thinks that's not enough.

AMD's GPU sales are rapidly growing, approaching CPU sales due to high demand in AI data centers.

UK warned about data center need, again

The UK must invest in more data centers to meet growing AI demand, or risk losing technology leadership.

AI power: Expanding data center capacity to meet growing demand

The demand for AI-specific data centers is rapidly accelerating, potentially leading to significant supply shortages by 2030.

Silicon Valley is pouring billions into nuclear energy because without it, the U.S. risks 'browning the grid'

Amazon and Google are investing in small nuclear reactors to meet rising electricity demands and reduce emissions for their data centers and AI operations.

AMD CEO Lisa Su says GPU and CPU sales are nearly equal. Wall Street thinks that's not enough.

AMD's GPU sales are rapidly growing, approaching CPU sales due to high demand in AI data centers.
moredata-centers
#stock-performance

Super Micro Computer (SMCI) Price Prediction and Forecast

Super Micro Computer is set to benefit from explosive demand in the tech sector, particularly in AI and cloud computing.
Analysts foresee significant growth potential for Super Micro Computer despite recent stock price declines.
The company's strategies, such as a 10-for-1 stock split, aim to attract a wider investor base and increase production capacity.

Lumen Technologies (LUMN) Price Prediction and Forecast 2025-2030

Lumen Technologies' stock rebounded significantly in 2024, raising hopes for recovery despite a previous negative P/E ratio and ongoing revenue challenges.

Super Micro Computer (SMCI) Price Prediction and Forecast

Super Micro Computer is set to benefit from explosive demand in the tech sector, particularly in AI and cloud computing.
Analysts foresee significant growth potential for Super Micro Computer despite recent stock price declines.
The company's strategies, such as a 10-for-1 stock split, aim to attract a wider investor base and increase production capacity.

Lumen Technologies (LUMN) Price Prediction and Forecast 2025-2030

Lumen Technologies' stock rebounded significantly in 2024, raising hopes for recovery despite a previous negative P/E ratio and ongoing revenue challenges.
morestock-performance
#stock-market

Micron Technology sees largest gain in nearly 13 years

Micron Technology's strong sales and profit forecasts highlight its advantage in the AI memory market, boosting stock significantly.

Amazon Stock Q3 Preview: Investors Uneasy Despite Amazon 'Never Stronger'

Amazon's strong market position in cloud and e-commerce is promising, yet investor concerns are affecting stock performance as it approaches third quarter earnings.

Nvidia shares pop on Q4 earnings, generative AI "hits tipping point"

Nvidia's total revenue for Q4 was $22.1 billion, up significantly from a year ago.
CEO believes accelerated computing and generative AI have reached a tipping point, driving surging demand globally.

Micron Technology sees largest gain in nearly 13 years

Micron Technology's strong sales and profit forecasts highlight its advantage in the AI memory market, boosting stock significantly.

Amazon Stock Q3 Preview: Investors Uneasy Despite Amazon 'Never Stronger'

Amazon's strong market position in cloud and e-commerce is promising, yet investor concerns are affecting stock performance as it approaches third quarter earnings.

Nvidia shares pop on Q4 earnings, generative AI "hits tipping point"

Nvidia's total revenue for Q4 was $22.1 billion, up significantly from a year ago.
CEO believes accelerated computing and generative AI have reached a tipping point, driving surging demand globally.
morestock-market

Nvidia supplier leads chip rally despite geopolitical fears

TSMC's strong earnings driven by AI demand signal a positive outlook for the semiconductor industry despite geopolitical concerns.
#nvidia

Santa Clara-based Nvidia tops $3 trillion in value, leapfrogging past Apple

Nvidia surpasses $3 trillion market cap, driven by AI demand.

Nvidia Surges to Pass Apple in Market Cap

Nvidia's market cap is surging, driven by AI demand, while Apple struggles with stagnant sales and disappointing product launches.

NVIDIA Soared 105% So Far This Year and Here Is Where Its Going

Nvidia is a leading chip maker with strong growth potential, supported by high margins and pricing power amid AI demand.
Concerns are mounting over macroeconomic conditions that could impact Nvidia's growth trajectory.
There's a rotation from hyper-growth stocks like Nvidia towards more value-oriented stocks in response to economic uncertainties.

Nasdaq Composite Today: TSM Leads Another AI Stock Frenzy (TSM, NVDA, AVGO)

Taiwan Semiconductor's strong earnings signal ongoing AI demand growth, driving optimism in related stocks.

Why NVIDIA Will Hit $150 By the End of the Year

NVIDIA's exceptional financial performance, driven by AI demand, justifies its premium valuation and potential stock price increase to $150 per share.

Nvidia beats market expectations again, but for how long?

Nvidia reports impressive revenue growth driven by AI demand, sparking concerns over sustainability

Santa Clara-based Nvidia tops $3 trillion in value, leapfrogging past Apple

Nvidia surpasses $3 trillion market cap, driven by AI demand.

Nvidia Surges to Pass Apple in Market Cap

Nvidia's market cap is surging, driven by AI demand, while Apple struggles with stagnant sales and disappointing product launches.

NVIDIA Soared 105% So Far This Year and Here Is Where Its Going

Nvidia is a leading chip maker with strong growth potential, supported by high margins and pricing power amid AI demand.
Concerns are mounting over macroeconomic conditions that could impact Nvidia's growth trajectory.
There's a rotation from hyper-growth stocks like Nvidia towards more value-oriented stocks in response to economic uncertainties.

Nasdaq Composite Today: TSM Leads Another AI Stock Frenzy (TSM, NVDA, AVGO)

Taiwan Semiconductor's strong earnings signal ongoing AI demand growth, driving optimism in related stocks.

Why NVIDIA Will Hit $150 By the End of the Year

NVIDIA's exceptional financial performance, driven by AI demand, justifies its premium valuation and potential stock price increase to $150 per share.

Nvidia beats market expectations again, but for how long?

Nvidia reports impressive revenue growth driven by AI demand, sparking concerns over sustainability
morenvidia

2 Semiconductor Stocks That Could Pop on Earnings This Week

Earnings reports for semiconductor stocks this week may significantly influence market trends and AI demand going forward. Investors should prepare for potential volatility.

AI Surge Could Trigger Global Chip Shortage by 2026

A new global chip shortage could arise due to surging demand for AI products outpacing supply capabilities.
AI-related services might drive demand for substantial investment in data centre capacity.

The AI Boom Is Raising Hopes of a Nuclear Comeback

The resurgence of nuclear energy is driven by soaring electricity demands from AI and tech companies for low-carbon sources.

Microsoft's Next Power Source for AI Data Centers Is Nuclear | Entrepreneur

Microsoft's agreement to purchase nuclear energy from Three Mile Island highlights the rising demand for carbon-free electricity due to AI expansion.

Custom Networks division created by Lumen | App Developer Magazine

Lumen Technologies has generated $5 billion in new business, driven by substantial AI connectivity demand, and is poised for significant expansion in network infrastructure.

From chips to cloud, tech titans splash cash across APAC

Tech giants invest in APAC infrastructure for AI demand.

Seagate makes HDD price hikes, says AI caused demand spike

Rising demand for HDD and SSD due to AI usage is causing Seagate to increase prices.

India's big four services giants soar on demand for AI

Indian IT service companies HCL, Infosys, TCS, and Wipro announced strong quarterly results fueled by demand for AI, resulting in a spike in their share prices.
The four companies added $22 billion to their market cap in just two days, despite slow headcount growth.

HPE sales rise was brought to you by the letters A and I

AI demand boosts HPE's share price by 15%
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