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Last updated: 2026-08-24 15:00:15 ET
Pulse AI Brief
Updated Aug 24, 2026 1:03 PM ET
Nvidia and infrastructure plays including CoreWeave led midday equity moves as demand for cloud compute and GPU capacity remains robust. Truist analysts project CoreWeave shares could nearly double despite Nvidia raising GPU prices, citing sustained infrastructure demand outpacing cost pressures.
The rally in infrastructure stocks suggests the AI capex cycle is broadening beyond chip makers to data center operators and cloud providers. Higher GPU prices are being absorbed by the market, indicating customers prioritize access over unit cost in the current supply-constrained environment.
AI infrastructure buildout is becoming a structural growth driver independent of individual chip cycles. The willingness of downstream players to absorb price increases signals confidence in AI ROI and suggests the capex supercycle has room to run.
Nvidia's race to manufacture Groq chips and make them available to customers highlights the growing importance in AI of low-latency inference.
CoreWeave should continue to rally, despite Nvidia raising its GPU prices, as demand for cloud-related infrastructure remains elevated, per to Truist ...
The price hikes will reportedly go into effect on systems shipped early next year and will impact systems including those with the flagship Vera Rubin...
Nvidia is due to report earnings on Wednesday, and “a very broad universe of companies” is tied to the themes that the chip giant represents.
Nvidia research shows that AI agents can perform well, and not go off the deep end, through fine-tuning, even if the AI model isn't that great at the ...
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When an agentic AI system hands a task from a small model to a larger one — or back down again — it pays a steep tax: the receiving model has to r...
Shares of Jensen Huang’s company have struggled to make headway since its previous results day.
Waymo has revealed new technical details about the onboard computing system that powers its autonomous driving technology, including a purpose-built 5...
In August 2026, Lockheed Martin and partners including Verizon, NVIDIA, Keysight Technologies, ODC and Astris AI showcased the NetSense Airspace Aware...
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