Oracle (ORCL) and privately held OpenAI plan to fill their new U.S.-based data center with billions of dollars worth of Nvidia (NVDA)
The site, in Abilene, Texas, is expected to house 64,000 of Nvidia's coveted GB200 semiconductors by the end of 2026.
Nvidia's stock faces growth challenges despite Q4 earnings, with slowing AI momentum and competition tightening the moat. Click to read why NVDA stock is a Sell.
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Why Wall Street is shrugging off Nvidia' s 78% yearly revenue growth. CEO Jensen Huang's vision for AI in the coming years. Short-sellers targeting digital ad seller AppLovin.
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Nvidia delivered a record $130.5 billion in total revenue in fiscal 2025, which was a 114% increase from the prior year, and it was also comfortably above management's forecast of $128.6 billion. The data center segment accounted for $115.1 billion of that total, which was up by a whopping 142% from the prior year.
Nebius, New Jersey
Nvidia-Backed Nebius Stock Rallies On Plans For New 300MW Data Center In New Jersey: Retail’s Elated
Nebius Group announces planned new data center in NJ with capacity up to 300 MW
Nebius Group (NBIS) announced a major upgrade to its US-based cloud computing capacity with the planned construction of a new data center in
Nebius accelerates US expansion, adding up to 300 MW capacity at new data center in New Jersey
The data center that Nebius has commissioned in New Jersey will be built to Nebius's own design, enabling the company to achieve maximum efficiency and offer superlative performance to customers. The facility is a phased development expandable up to a total capacity of 300 MW,
Start-ups and corporations are still clamoring for Nvidia’s AI data center chips. The chip maker reported data center revenue of $35.6 billion for its January quarter, up 93% year over year. Nvidia sa
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.
One recipient of that capital is Crusoe which could be siphoning some revenue from AWS and other hyperscalers. If the CoreWeave IPO succeeds, Crusoe could soon follow
Two high-flying artificial intelligence (AI) stocks that have been front of mind for investors recently are IonQ (NYSE: IONQ) and Nvidia (NASDAQ: NVDA). Semiconductor company Nvidia has soared 53% over the past year as companies have clamored for its processors amid rising AI demand.
The chip giant reported $115.2B in data center revenue for last year, a 142% increase from the prior year, with the segment accounting for the bulk of the firm’s overall earnings. Its fourth-quarter data center revenue was $35.6B, up 16% from the previous quarter and up 93% year-over-year.
Nvidia is well-positioned to dominate the AI and data center GPU market, driven by strong capex investments from key cloud customers like Microsoft,
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