Tepper's recent picks signal some of the most durable and high-potential opportunities in the AI infrastructure space.
"Throughout my career, I have developed multiple first-version Strategic Infrastructure Architecture Solutions that enable Business Applications, helping them a ...
Intel rallied strongly in September as the company announced a partnership with Nvidia on integrating Intel’s x86 central ...
Azure Copilot’s six new AI agents assist with a wide range of Azure cloud management tasks, either on their own or working ...
When a critical vulnerability surfaces in ERP systems such as the Oracle E-Business Suite flaw, attackers can go well beyond ...
OpenAI’s trillion-dollar data center ambitions face hard market, demand and infrastructure limits that could force a 2026 ...
Nvidia stock slipped on Wednesday as investors reacted to fresh competitive pressure from Amazon’s new Trainium 3 artificial ...
Following Microsoft Azure's self-developed ARM processor Cobalt 100, the 50 percent more powerful Cobalt 200 with 132 cores will be available in 2026.
SC25 highlighted a new phase for hyperscale AI: coherent Arm–NVIDIA fabrics, liquid-cooling standardization, and rapidly ...
Construction lending was a relatively sleepy corner of Wall Street until Oracle stepped up to become one of OpenAI’s biggest ...
12dOpinion
Nvidia's Next Surge Is Forming
Nvidia's Data Center revenue hit $51.2B in Q3 FY 2026, soaring 25% QoQ and 66% YoY, driving most total company sales. Click ...
This week, a recently fixed Oracle flaw is being actively exploited, Shelly tackled Pro 4PM DoS bug, "Shai-Hulud 2.0" hit npm ...
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