Takeaways

The tech giants Meta, Alphabet, Amazon, and Apple reported earnings this week.Companies beat expectations, with some boosted by large cloud growth.Heavy investment in generative AI also showed signs of paying off and improving internal efficiency. The tech giants Meta, Alphabet, Amazon, Apple, and Microsoft reported earnings this week, and investors…

Hewlett Packard Enterprise (NYSE:) held its AI Day at its Wisconsin facility, where the company showcased its abilities in liquid cooling technology and outlined its growth strategy in the AI market. According to Barclays, the event highlighted HPE’s differentiation through their 100% fanless direct liquid cooling system, which could play…

In a new market commentary, Mizuho Securities analysts highlighted key takeaways from their call with a data center expert, discussing the anticipated strong outperformance of Nvidia (NASDAQ:) and its vital role in the AI supply chain. Analysts said that Nvidia continues to see its demand outpacing supply, particularly with tightness…