Our Insights
NVIDIA Reports $215.9 Billion in FY2026 Revenue as Data Center Networking Surges 142%
NVIDIA Corporation disclosed record fiscal 2026 revenue of $215.9 billion, driven by a 65% year-over-year increase. The Data Center segment grew 68% to $193.7 billion...
Nebius Commences Construction of Gigawatt-Scale AI Factory in Missouri
Nebius (Nasdaq: NBIS) officially broke ground on its flagship AI factory campus today. The project represents the company’s first gigawatt-scale digital infrastructure development in the...
Braiins Acquires Commodity Fund CAMMS Capital, Bridging Mining and Traditional Markets
Braiins announced the acquisition of CAMMS Capital, marking a transition toward the integration of digital energy markets and traditional physical commodities. The transaction, executed through...
Bitdeer Reports $69M AI Cloud ARR and 783 Bitcoin Mined in April
Bitdeer Technologies Group announced its April 2026 operations update, reporting a 372% year-over-year increase in Bitcoin production to 783 Bitcoin and a 60% month-over-month increase...
Riot’s AI-Fueled Bitcoin Mining Rally Triggers CEO’s Trading Plan to Cash Out $4.2M
Riot Platforms CEO Jason Les sold $4.2 million worth of shares under a prearranged trading plan as the Bitcoin miner’s stock surged 100% year to...
MARA Signals More Bitcoin Sales as Long Ridge Deal Looms; Confirms 15% Layoffs in AI Pivot
MARA sold 20,880 Bitcoin for $1.5 billion in Q1 and signaled more BTC sales could follow to help fund its $1.5 billion Long Ridge acquisition,...