AI Infrastructure
183 articles in this category (Page 1 of 8)
Dell Technologies (DELL) - Financial Prediction Report
Dell Technologies reported record quarterly revenue driven by explosive AI server demand, sending the stock up 32% in a single day. However, the RSI is deeply overbought at 85, and the current price far exceeds the average analyst target of $220.26. While the fundamental story is exceptionally strong, technical exhaustion and valuation concerns suggest a period of consolidation in the near term.
NVIDIA Corporation (NVDA) Financial Report - 2026-05-28
Comprehensive quantitative analysis of NVDA stock based on financial data and structured news. Strong fundamentals with record-beating earnings and massive AI infrastructure spending tailwind, but elevated valuation and high beta introduce volatility risk. Short-term caution due to recent price run-up and mixed sentiment; medium-term bull case supported by guidance and product ramp (Vera CPU).
Sakana AI and NVIDIA Introduce TwELL: 20.5% Faster LLM Inference via Unstructured Sparsity
Sakana AI and NVIDIA introduced TwELL and custom CUDA kernels, achieving 20.5% inference and 21.9% training speedups in LLMs by exploiting activation sparsity.
IREN Limited (IREN): 21-Day Bullish Outlook Driven by $3.4B NVIDIA AI Cloud Contract Despite Earnings Miss
IREN's landmark $3.4B NVIDIA contract and $70 share purchase warrants signal strong medium-term upside, counterbalancing recent earnings misses and heavy capital expenditures.
NVIDIA Releases cuda-oxide: A Native Rust-to-PTX Compiler for SIMT GPU Kernels
NVIDIA AI researchers released cuda-oxide, an experimental Rust-to-CUDA compiler backend that compiles SIMT GPU kernels directly to PTX, achieving 868 TFLOPS on B200 GPUs.