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sahmcapital.com > news > content > 3m-expands-ai-push-with-microsoft-azure-data-center-partnership-2026-07-15

3M Expands AI Push with Microsoft Azure Data Center Partnership

11+ hour, 58+ min ago  (372+ words) Donoghue Forlines Yield Enhanced Real Asset ETF iShares Morningstar Mid-Cap Value ETF 3M Company (NYSE:MMM) shares are trading higher on Wednesday as the company announced a strategic partnership with Microsoft Corp. (NASDAQ:MSFT) to enhance AI data center infrastructure. • 3M shares are…...

Sahm
sahmcapital.com > news > content > hyperscale-data-stock-gains-on-direct-neocloud-expansion-plans-2026-07-15

Hyperscale Data Stock Gains on Direct Neocloud Expansion Plans

11+ hour, 58+ min ago  (392+ words) Hyperscale Data, Inc. (AMEX:GPUS) shares rose in Wednesday’s premarket trading after the company outlined plans for a potential AI compute and neocloud services agreement. Hyperscale Data expects to finalize an agreement in the coming weeks. It would provide AI…...

Sahm
sahmcapital.com > news > content > nebius-partners-with-data-center-operators-to-scale-ai-cloud-services-2026-07-15

Nebius Partners With Data Center Operators to Scale AI Cloud Services

11+ hour, 35+ min ago  (361+ words) Nebius Group (NASDAQ:NBIS) shares are trading higher on Wednesday as the company introduces a new business model that allows infrastructure partners to deploy its full-stack AI cloud platform in their own data centers. This move aims to expand Nebius’s…...

Sahm
sahmcapital.com > news > content > amazon-expands-trainium-ai-chip-strategy-beyond-aws-2026-06-18

Amazon Expands Trainium AI Chip Strategy Beyond AWS

3+ week, 6+ day ago  (632+ words) American Century Focused Dynamic Growth ETF Franklin Focused Growth ETF FOCUSED GROWTH ETF Direxion Daily Magnificent 7 Bull 2X ETF Amazon.com Inc. (NASDAQ:AMZN) stock rose on Thursday as investors returned to mega-cap technology stocks and reacted to a report that…...

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sahmcapital.com > news > content > coreweave-strengthens-ai-cloud-lead-with-nvidia-partnership-2026-06-01

CoreWeave Strengthens AI Cloud Lead With Nvidia Partnership

1+ mon, 2+ week ago  (338+ words) ARK Next Generation Internet ETF iShares U.S. Digital Infrastructure and Real Estate ETF CoreWeave, Inc. (NASDAQ:CRWV) shares are trading higher on Monday. The company has completed the industry-first validation of Nvidia’s Vera Rubin NVL72, a significant advancement in AI cloud infrastructure....

Sahm
sahmcapital.com > news > content > alphabet-and-blackstone-venture-opens-new-path-to-google-ai-compute-2026-05-20

Alphabet And Blackstone Venture Opens New Path To Google AI Compute

1+ mon, 3+ week ago  (161+ words) Alphabet Inc. Class A For investors watching AI infrastructure, this move means Alphabet is taking a more direct role in supplying compute capacity alongside existing chip and cloud providers. The venture could matter for how AI workloads are split across…...

Sahm
sahmcapital.com > news > content > nvidia-blackwell-powers-new-edge-ai-grid-and-expanding-demand-story-2026-05-12

NVIDIA Blackwell Powers New Edge AI Grid And Expanding Demand Story

2+ mon, 4+ day ago  (204+ words) For investors watching NasdaqGS:NVDA, this development highlights how NVIDIA hardware is being used beyond traditional centralized data centers. By supplying Blackwell GPUs to a distributed grid, NVIDIA is positioned as a core supplier for edge AI infrastructure, where latency,…...

Sahm
sahmcapital.com > news > content > amazons-ai-gold-rush-lifts-backlog-growth-outlook-sharply-higher-analyst-2026-05-05

Amazon's AI Gold Rush Lifts Backlog, Growth Outlook Sharply Higher: Analyst

2+ mon, 1+ week ago  (465+ words) Dana Unconstrained Equity ETF American Century Focused Dynamic Growth ETF Franklin Focused Growth ETF FOCUSED GROWTH ETF Jones noted that Amazon delivered a broad-based beat in the first quarter of fiscal 2026, with worldwide net sales reaching $181.5 billion, about 2% above consensus....

Sahm
sahmcapital.com > news > content > amazon-beats-q1-estimates-issues-strong-guidance-as-aws-growth-accelerates-2026-04-29

Amazon Beats Q1 Estimates, Issues Strong Guidance As AWS Growth Accelerates

2+ mon, 2+ week ago  (355+ words) Amazon.com Inc (NASDAQ:AMZN) reported financial results for the first quarter after the market close on Wednesday. Here’s a look at the key details from the print. Amazon reported first-quarter revenue of $181.52 billion, beating the consensus estimate of $177.30 billion,…...

Sahm
sahmcapital.com > news > content > gorilla-technology-to-deploy-20736-gpus-in-india-by-2026-2026-04-29

Gorilla Technology To Deploy 20,736 GPUs In India By 2026

2+ mon, 2+ week ago  (520+ words) Gorilla Technology Group Inc. (NASDAQ:GRRR) shares are up after the company is expanding its collaboration with Yotta Data Services to deploy an additional 20,736 GPU cards in India. This project is valued at approximately $2.8 billion. The company expects it to…...