gpu

3 articles tagged with this topic

Lenovo ISG Doubles: The Real Signal Behind Enterprise AI Deployment

Lenovo's Q1 FY2026/27 revenue hit $26.94B with AI at 35% of mix. ISG +98% YoY signals enterprise AI server demand beyond the hyperscaler capex story.

Aug 132 min read

intelai-infrastructure

Intel's $15B Stock Offering: AI Infrastructure Arms Race and Silicon Supply Chain Power Shift

Intel raises $15B in common stock amid AI data center boom, fueling CEO Lip-Bu Tan's bet on silicon reshoring and AI manufacturing. Beyond financing,

Aug 102 min read

coreweavegpu

CoreWeave Is No Longer Just a GPU Landlord

Core Weave's Q1 was labeled 'transformational' by its CEO— not just for revenue and margin gains , but for demand expanding from AI-native to trading,

May 82 min read