I initiate Nebius (NBIS) with a 'BUY' rating and a $57 fair value, driven by robust AI cloud infrastructure expansion and Nvidia partnership.

Beijing hails the US chip giant’s first appearance at China’s flagship supply chain expo as a ‘vote of confidence’ amid the ...

NBIS surges 25.5% as it ramps up AI infrastructure investment, but AMZN's AWS still dominates with a $117B run rate.

Nvidia will be in attendance at the China International Supply Chain Expo for the first time. The event scheduled from July 16 to 20 will welcome over 230 new Chinese and foreign participants, ...

VIVATECH IS ABOUT INNOVATIONVivaTech 2025 was marked by more than 300 major announcements and launches, with artificial ...

Deutsche Telekom and Nvidia will build Europe’s first sovereign industrial AI cloud, to accelerate AI adoption in European ...

Nvidia CEO Jensen Huang's push for 'sovereign AI' has struck a chord with European leaders. Sovereign AI, by its nature, is ...

Nvidia’s keynote speech at GTC Paris was big, with many announcements that make us feel for the blistered fingers of the ...

Naver announced plans to build a next-generation artificial intelligence (AI) data center in Morocco in partnership with ...

Nvidia could be set to gain from growing demand for sovereign AI, Oppenheimer analysts said, after CEO Jensen Huang toured ...

NVIDIA stock rebounded on Monday backed by AI enthusiasm and chipmaker's expansion plans in Europe with Sovereign AI ...

Does the world need another CPU architecture when that no longer reflects the typical workload? Perhaps not, but it may need ...