Broadcom has secured the contract to design Google’s upcoming AI ASIC chip, according to a report from JPMorgan, as reported by Investing.com India. This partnership signifies a significant step forward in the development of advanced artificial intelligence technologies. The exclusive nature of the agreement highlights Broadcom’s expertise in the field of chip design and its … Read more
JPMorgan has reiterated its positive rating on Nutanix (NASDAQ: NTNX) and increased its price target to $80 from $70. The analyst highlighted strong fundamentals, solid demand, and achievable expectations for the company’s fiscal third quarter as reasons for the optimistic outlook. The demand for Nutanix’s products remains strong among existing customers as well as through … Read more
Arista Networks (ANET) saw a 7.5% drop in its stock on Thursday after Nvidia (NVDA) discussed its networking ambitions during an earnings call. Nvidia mentioned its Spectrum-X product, which would allow the company to enter the market for bringing large-scale AI to Ethernet-only data centers. Bloomberg Intelligence highlighted that while Nvidia’s move is seen as … Read more
JPMorgan recently analyzed the impact of NVIDIA’s latest quarterly results and future guidance on the broader hardware and networking sector. NVIDIA reported impressive Q1 2025 results and provided an optimistic revenue forecast for Q2 2025, driven by strong investments in AI infrastructure from the enterprise and cloud segments. This positive outlook is expected to benefit … Read more
U.S. stock futures rose as traders reacted to Nvidia’s impressive quarterly earnings report, with revenue climbing 262% and CEO Jensen Huang hinting at further growth with the launch of new AI chips. Meanwhile, OpenAI signed a content sharing deal with News Corp, gaining access to publications such as The Wall Street Journal and The Times. … Read more
Nvidia reported strong first-quarter results, with adjusted earnings of $6.12 per share on revenue of $26.04 billion, driven by a 427% rise in data center revenue. The company’s data center growth was fueled by increased shipments of the NVIDIA Hopper GPU computing platform used for training various AI applications. Looking ahead to the fiscal second … Read more
Nutanix and EnterpriseDB have expanded their partnership to support PostgreSQL for transactional, analytical, and artificial intelligence workloads. The collaboration aims to combine the automation features of Nutanix’s database service with the high performance and security of EDB, in order to make PostgreSQL adoption easier in on-premises data centers and public clouds. This partnership was announced … Read more
Nutanix, a company specializing in hybrid multi-cloud computing, has announced a partnership with Dell Technologies to accelerate digital transformation for their customers. The collaboration will provide modernized infrastructure and application development support, delivering new hybrid multi-cloud solutions that integrate Dell’s server and storage capabilities with Nutanix software. The companies plan to introduce an integrated hyperconverged … Read more
Nutanix and EnterpriseDB have expanded their partnership to support PostgreSQL for transactional, analytical, and artificial intelligence workloads. This collaboration aims to combine Nutanix’s automation features with EDB’s high performance and security to facilitate the adoption of PostgreSQL in on-premises data centers and public clouds. The integration of EDB capabilities with Nutanix infrastructure will provide a … Read more
Nutanix and EnterpriseDB have announced an expanded partnership to support PostgreSQL for transactional, analytical, and artificial intelligence applications. This collaboration aims to combine Nutanix’s automation features with EDB’s high performance and security to promote the adoption of PostgreSQL in on-premises data centers and public clouds. The integration of EDB capabilities with Nutanix infrastructure will offer … Read more