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data center

Dan Ives: “It’s Nvidia’s World” — Massive AI Tech Rally Into 2026

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One of Wall Street’s most widely followed tech analysts, Dan Ives, has delivered an aggressively bullish outlook for the technology sector heading into 2026 — placing Nvidia at the absolute center of the next major market expansion. What exactly happened In a new investor note published this week, Dan Ives described the current AI-driven market … Read more

Nvidia vs Google TPUs: Is GPU Dominance in AI at Risk?

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Nvidia’s long-standing dominance in the global AI hardware market is facing its first serious structural challenge in years. Google is now rapidly expanding the real-world deployment of its in-house TPU (Tensor Processing Unit) accelerators as a direct alternative to Nvidia GPUs inside large-scale data centers. What exactly happened Over the past months, Google has significantly … Read more