$AAPL will reportedly use $GOOGL Cloud's $NVDA Blackwell fleet to power its overhauled Siri after its own Mac-chip servers proved too slow to run the model. Thats one of the strongest inference demand signals you can get when Apple (king of vertical integration) chooses Blackwell instead of re
reddit.comSouth Korean chipmaker SK Hynix, a major Nvidia supplier, said investor feedback on its proposed US listing was 'tremendously positive,' with a source saying the deal could raise $14 billion as its market value topped $1 trillion last week https://reut.rs/4vulFCB
reddit.comSomeone just bought $3,750,000 worth of $NVDA calls that expire in July New all time highs wen
reddit.comHyundai Motor, Nvidia, and the South Korean government are reportedly in the final stages of negotiations to establish a major artificial intelligence (AI) technology center in South Korea, according to a report by the Korea Economic Daily. The initiative highlights the country's growing ambitions
AI factories are changing the game. It's no longer about who has the biggest chip,it's about who prints the most tokens per watt. NVDA is basically selling revenue-generating infrastructure now. The more global its reach, the stronger its ecosystem becomes. AI standards aren't won by having the best technology alone they're won by being deployed everywhere..
PLUG has several large hydrogen and electrolyzer projects progressing toward execution or final investment decisions.
There is evidence that PLUG has several large hydrogen and electrolyzer projects progressing toward execution or final investment decisions.
Recent verified examples:
- Plug completed installation of a major 100 MW electrolyzer project at Galp’s refinery in Portugal.
- A 30 MW UK hydrogen project reached Final Investment Decision (FID), moving from planning into execution.
- Plug won a large 275 MW Quebec hydrogen project tied to Hy2gen Canada.
- The company also stated that multiple additional large-scale projects are moving toward FID stages in 2026.
PLUG Bullish
In March, the company said that its fourth-quarter revenue rose to $194 million, beating the average estimate of $190 million. The improvements continued in the first quarter as its revenue rose by 23% to $163 million, helped by more orders from Amazon (NASDAQ:AMZN) and Walmart (NASDAQ:WMT).
Plug Power also excited investors by noting that it had over $8 billion in project pipeline across the industrial and materials business. Some of its existing projects are in Portugal and Spain. It expects to win a major deal to supply electrolyzers at the Barrow Green Hydrogen project in the UK.