Super Micro Computer (SMCI) March-Quarter Revenue To Be Impacted By “Blackwell Queue” And NVIDIA’s Ongoing Preference For Hyperscalers, As Per The Insights Gleaned By An Analyst From A Fireside Chat

Super Micro Computer (NASDAQ: SMCI), one of the most prominent retailers of data center servers and liquid-cooled AI racks, has been trapped in the market's purgatory ever since the stock…

Continue Reading Super Micro Computer (SMCI) March-Quarter Revenue To Be Impacted By “Blackwell Queue” And NVIDIA’s Ongoing Preference For Hyperscalers, As Per The Insights Gleaned By An Analyst From A Fireside Chat

Asus reveals Nvidia RTX 5070 launch pricing, and while one model is at MSRP – thankfully – the others make me want to give up my search for a next-gen GPU

Asus has given us the details of its RTX 5070 launch modelsThree versions of the RTX 5070 are being launched, and one is at MSRPHowever, the other two RTX 5070…

Continue Reading Asus reveals Nvidia RTX 5070 launch pricing, and while one model is at MSRP – thankfully – the others make me want to give up my search for a next-gen GPU

Jefferies On Palantir: “Insider Selling On 10b5-1 Plans Has Resumed In 2025, With The CEO Selling Another $45m In Shares, Offloading Nearly 21% Of His Overall Stake In The Last 6 Months”

Palantir is a divisive stock, with the bulls touting its sky-high score under the so-called "Rule of 40," which posits that a company is healthy if its growth rate plus…

Continue Reading Jefferies On Palantir: “Insider Selling On 10b5-1 Plans Has Resumed In 2025, With The CEO Selling Another $45m In Shares, Offloading Nearly 21% Of His Overall Stake In The Last 6 Months”

NVIDIA’s GeForce RTX 4090 With 96GB VRAM Reportedly Exists; The GPU May Enter Mass Production Soon, Targeting AI Workloads

The GeForce RTX 4090 with 96 GB VRAM is rumored to be in the test phase and will reportedly enter mass production soon. Reports Confirm RTX 4090 With up to…

Continue Reading NVIDIA’s GeForce RTX 4090 With 96GB VRAM Reportedly Exists; The GPU May Enter Mass Production Soon, Targeting AI Workloads