Dell Is Approaching Bargain Territory

Dell remains a clear AI beneficiary, with robust AI server demand driving strong order and backlog growth. Read why I ...
Seeking Alpha

Nvidia: What Should Investors Make Of The Groq Deal (Rating Upgrade)

Nvidia plans to acquire Groq's assets for $20 billion, targeting AI inference leadership and addressing GPU limitations for specific workloads. The deal structure secures Groq's LPU technology and key ...