Dell Technologies Inc. (NYSE:DELL) is one of the relatively cheap S&P 500 stocks Jim Cramer talked about. Cramer mentioned the company during the episode and said: “Next, several quality tech names made the final cut. For example, Dell Technologies, which you know, I’ve liked so much, they made it. And though the stock’s had its ups and downs over the past couple years, it’s still a core player in the AI infrastructure.” Photo by Its me Pravin on Unsplash Dell Technologies Inc. (NYSE:DELL) provides in ...

What happened Alibaba Group (BABA/9988.HK, covered by Ronald Keung, CFA) held its annual AliCloud APSARA Conference in Hangzhou on Sep 24-26. Specifically on Day 1, Alibaba announced that AliCloud aims to grow global data center power capacity 10 times by 2032 vs. 2022. Meanwhile the company also introduced AliCloud's AI infrastructure progress including the new-gen Panjiu Supernode Server (128 AI computing architecture with 350kW designed terminal power), HPN (High Performance Network) 8.0, distributed sto ...

In Brief Oracle is reportedly looking to raise funds just weeks after the company inked an historic AI infrastructure deal with OpenAI.  Cloud infrastructure giant Oracle is looking to raise $15 billion through corporate bond sales, according to reporting from Bloomberg, citing sources. The sale could include up to seven different parts, with the potential for one said part to be an uncommon 40-year bond, Bloomberg reported.   TechCrunch reached out to Oracle for more information.  This report comes just a ...

Artificial Intelligence isn't just changing the way we live and work, it's igniting an unprecedented boom in AI infrastructure investment all over the world. According to recent projections, AI infrastructure spending is estimated to reach up to $4 trillion by 2030. Fueling this surge, tech giants are setting aside hundreds of billions of dollars to expand their AI computing capacity, build new data centers, and upgrade networks. AI Infrastructure as the Next Big Asset ClassSo what's driving this wave? At i ...

Samuel Smith has a diverse background that includes being lead analyst and Vice President at several highly regarded dividend stock research firms and running his own dividend investing YouTube channel. He is a Professional Engineer and Project Management Professional and holds a B.S. in Civil Engineering & Mathematics from the United States Military Academy at West Point and has a Masters in Engineering from Texas A&M with a focus on applied mathematics and machine learning.Samuel leads the High Yield Inve ...

September 23, 2025 02:47 PM GMT China – Wind | Asia Pacific Segment Turnaround after Anti- involution Effort We expect robust demand and ongoing margin recovery along the value chain to follow years of anti-involution. We reiterate our preference for key WTG component suppliers and submarine cable plays compared to WTG OEMs. Key Takeaways After a down-cycle of almost three years, China's wind value chain countered involution from within: It achieved price and broad profitability turnaround entering 2025, wi ...

Core Insights - HIVE Digital Technologies has achieved a significant milestone by surpassing 20 EH/s of global Bitcoin mining capacity, representing approximately 2% of the Bitcoin network [2][3][12] - The company is currently mining 9 BTC daily with a year-to-date hashrate increase of approximately 233% [3][4] - HIVE's Phase 3 facility in Paraguay is powered by renewable hydroelectric energy, reinforcing its commitment to sustainable Bitcoin mining [3][4] Mining Capacity and Efficiency - HIVE's global fleet efficiency stands at 18 Joules per Terahash (J/TH), achieving a mining margin of 55% after electricity costs [3][4] - The company anticipates reaching daily Bitcoin production of approximately 12 BTC upon completion of Phase 3, with an expected efficiency of around 17.5 J/TH [5] Operational Developments - The construction of Phase 3 is substantially complete, with installations progressing ahead of schedule [4][13] - HIVE aims to reach a target of 25 EH/s by U.S. Thanksgiving, indicating strong operational momentum [4][12] Management and Community Engagement - HIVE's management emphasizes the importance of combining technological innovation with social responsibility, particularly in supporting educational initiatives in local communities [9][10] - The company has hired 40 young engineers to enhance operational management across its facilities [8] Financial and Market Position - HIVE's current position in the Bitcoin mining infrastructure is significant, with the market capitalization of Bitcoin exceeding $2 trillion [12] - The company is focused on maintaining low-cost operations and maximizing shareholder value through disciplined growth strategies [12]

Nvidia Commits $100 Billion to OpenAI in Historic AI Infrastructure Deal—Stock Pops► https://t.co/ZpnTT5P3Cm https://t.co/ZpnTT5P3Cm ...

For instance, um if you're a pharmaceuticals company and you want to bring a new drug to market, it's a very complex process. It requires significant amounts of data processing. That data processing is read intensive but mostly write intensive because you're doing simulations.So you need an AI infrastructure, a data intelligence platform that gives you the ability to run these extremely complex simulations at massive scale. The underlying data intelligence platform has to be extremely fast, extremely effici ...

Core Insights - Oracle is restructuring its executive leadership to enhance its focus on AI infrastructure, promoting Clay Magouyrk and Mike Sicilia to co-CEO roles [1] - Safra Catz, the current CEO since 2014, will transition to the role of executive vice chair of Oracle's board of directors [3] - Oracle aims to solidify its position in the AI infrastructure sector, having participated in the $500 billion Stargate Project and secured significant compute deals with OpenAI and Meta [4][5] Leadership Changes - Clay Magouyrk has been with Oracle since 2014, previously serving as president of the cloud infrastructure business unit [1][2] - Mike Sicilia has held various roles at Oracle since its acquisition of Primavera Systems in 2008 and was most recently president of the industries division [2] - Safra Catz emphasized the strength of Oracle's technology and business, indicating that the timing is right for new leadership [4] Strategic Initiatives - Oracle is recognized as a leading cloud provider for AI training and inferencing, indicating its growing influence in the AI sector [4] - The company is involved in the Stargate Project, which aims to develop data centers and AI infrastructure in the U.S. [4] - Oracle has secured a $300 billion compute deal with OpenAI and a $20 billion deal with Meta, showcasing its commitment to expanding its AI capabilities [5]