Nvidia likely to exceed guidance again, only limited by supply: Wedbush
By Chris Ciaccia Publication Date: 2026-08-24 11:52:00 Nvidia (NVDA) Q2 earnings preview: Wedbush expects another beat and raise as hyperscaler…
Tag: SUPPLY
NVIDIA Spectrum-X Ethernet Photonics Enters Full Production With 4x Fewer Lasers and a Five-Vendor CPO Supply Chain
By byBrian Beeler Publication Date: 2026-08-15 18:31:00 NVIDIA has moved Spectrum-X Ethernet Photonics, its co-packaged optics (CPO) Ethernet switch platform,…
Nutanix rides VMware migrations, bumpy supply chain course
By Publication Date: 2026-05-28 07:00:00 Nutanix posted strong quarterly earnings that managed to ride continued traction in gaining disenchanted VMware…
AI Supply Chain Provenance Explorer for Responsible AI Governance
By Amy Chang, Ankit Garg, Sanket Mendapara Publication Date: 2026-07-30 12:53:00 Open source AI has never been more accessible. The rapidly…
Ransomware Groups Turn to Citrix Bleed 2, BYOVD, and Supply Chain Credentials
By The Hacker News Publication Date: 2026-07-02 18:30:00 Threat actors associated with the Anubis ransomware operation have been observed exploiting…
Amazon’s AWS CEO Just Sent Shivers Down the Spines of AI Bears. Supply is Mostly ‘Spoken For’ Through 2028.
Amazon’s AI spending is settling a debate between the bulls and the bears. Amazon Web Services (AWS) CEO Matt Garman…
Amazon’s AWS CEO Just Sent Shivers Down the Spines of AI Bears. Supply is Mostly ‘Spoken For’ Through 2028.
Quick Read Garman declared AWS capacity “spoken for” through 2028, and AMZN posted 37% growth, its fastest in 18 quarters,…
Scale Computing, Inc. Enables Organizations to Bypass Hardware Supply Chain Delays and Lower CapEx with SC//HyperCore™ Virtualization Suite
By Scale Computing Publication Date: 2026-08-05 12:00:00 AUSTIN, Texas, Aug. 5, 2026 /PRNewswire/ — Scale Computing, the leader in edge…
Conflict coltan from Congo linked to Sony, Microsoft, Nvidia supply chains
By Cecilia Jamasmie Publication Date: 2026-06-11 13:23:00 Coltan smuggled from mines controlled by the M23 armed group in the Democratic…
The university must not become a supply chain for AI
By Somdeep Sen Publication Date: 2026-06-11 11:45:00 Will AI be the answer to everything? That seems to be the suggestion…