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Nebius

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Situations

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Nvidia expands AI financing, infrastructure, and software

7 clusters · 51 sources · last updated

Latest: Nvidia pursues $6 billion deal with Poolside for AI development

Nvidia is expanding its influence beyond semiconductor manufacturing and into the broader AI software ecosystem. The company is pursuing a $6 billion technology licensing deal with AI startup Poolside to bolster its open

[ACTIVE] [BUSINESS] [US] [NL] [GB]

Investor skepticism and bubble warnings on AI

10 clusters · 35 sources · last updated

Latest: Ed Dowd warns of massive AI market bubble

Since early July 2026, fund manager Michael Burry has warned that rapid AI-related investment expansion may be forming a bubble. Burry has taken short positions in Nvidia, Micron, Oracle, Tesla, Palantir, and Applied Mat

[QUIET] [BUSINESS] [US] [GB] [CA]

Bloom Energy expands AI power supply, posts record Q2

34 clusters · 70 sources · last updated

Latest: LS ELECTRIC to supply $34.26 million in distribution solutions to Bloom Energy

Bloom Energy’s solid‑oxide fuel‑cell business continued its rapid growth in 2026, posting a record second‑quarter revenue of $1.07 billion—a 165% year‑over‑year increase—and raising its full‑year outlook to $3.9–$4.2 bil

[QUIET] [TECHNOLOGY] [US] [MX]

2026 AI conferences in North America

2 clusters · 5 sources · last updated

Latest: San Francisco Hosts Major AI Events 2026: Dreamforce and Nebius Inflection Forum

In August 2026 a series of high‑profile AI conferences were held across North America. On 21 August, InnovaFest Querétaro gathered technology firms, researchers and entrepreneurs in Mexico, offering AI workshops from AWS

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