Prominent hedge fund managers have been steadily increasing their stakes in Nvidia amid the ongoing AI boom, drawn by the company’s unmatched ecosystem and surging data center revenues, despite heightened competition and a lofty valuation; the stock has delivered extraordinary gains, positioning it as a core holding for forward-looking portfolios focused on technological disruption. In … Read more
“Ooredoo Group’s data center arm, Syntys, has acquired Q Data QFZ LLC, adding 12.5MW of hyperscale capacity in Qatar, including 5MW operational and 7.5MW under development, boosting total live IT load in the country to 26MW and positioning the platform for accelerated growth amid surging regional demand for AI and cloud infrastructure.” In a move … Read more
“Analysts maintain strong buy ratings on Arista Networks (ANET) as accelerating AI data center builds drive demand for high-speed networking solutions, with price targets averaging over $160 and projections for robust earnings growth through 2026.” Wall Street analysts are doubling down on Arista Networks (ANET), viewing the company as a prime beneficiary of the rapid … Read more