Tag: Nebius Group NV
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AI stock valuations may have peaked. Trivariate Research thinks these shares can keep working
Revenue growth could more than offset anticipated contractions in stock multiples for some key AI stocks over the next few years
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AI cloud provider Nscale files to go public
Nscale is the latest artificial intelligence neocloud to turn to public markets.
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Anthropic and OpenAI hunt for smaller data center deals, sources tell CNBC, in race to deploy AI capacity
Anthropic and OpenAI have announced a flurry of AI infrastructure deals over the past year as demand booms.
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Wall Street weighs prospect of an AI slowdown on data center buildout
Investors see a potential AI slowdown as problematic for companies tied to the data center buildout.
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AI stocks tumble on safety warnings. How to proceed — including 2 names on our shopping list
Jim Cramer offers a roadmap to navigate Monday’s sell-off in AI stocks.
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Dan Chung rebuilt a decimated Alger Management after 9/11. He’s still finding the market’s winners
The CEO and chief investment officer at Fred Alger Management survived the attack by chance. He was tasked with reconstruction after 35 staffers died.
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Nvidia becomes one of world’s biggest strategic tech backers as equity investments soar to $99 billion
Nvidia reported $99 billion in equity holdings as it backs AI labs, cloud providers and infrastructure companies across the sector.
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Jim Cramer says this is why demand for Nvidia’s chips keeps accelerating
CNBC’s Jim Cramer said the demand for Nvidia’s chips is accelerating because customers are finding they can make money from the technology almost immediately.
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Nvidia says Groq racks will be online this year following $20 billion purchase
Nvidia’s race to manufacture Groq chips and make them available to customers highlights the growing importance in AI of low-latency inference.
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Nvidia plays matchmaker in Nordics, sources tell CNBC, as AI data center deals boom in region
Nvidia is trying to connect GPU customers with Nordic data-center operators as cheap power and available land fuel the region’s AI infrastructure boom.
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