Artificial Intelligence

Key Highlights

Key Highlights

Key Highlights

Key Highlights

Key HighlightsLumentum supplies lasers and optical components essential to AI data-center networking.Revenue has grown rapidly on supply-constrained AI datacom demand.A reported strategic investment from NVIDIA underscores Lumentum’s strategic importance.The stock has been one of the strongest performers tied to AI infrastructure.Capacity expansion and customer …

CoreWeave and NVIDIA's Deeper Tie-Up: What the $2B Deal Really MeansKey HighlightsIn January 2026, NVIDIA announced a $2 billionInvestmentin CoreWeave alongside an expansion of their commercialPartnership.NVIDIA intends to test and validate CoreWeave's platform, including SKI and Mission Control, for inclusion in NVIDIA's reference architecture.The …

CoreWeave's Four 2025 Acquisitions: What They Signal About Its Long-Term PlanKey HighlightsCoreWeave completed four strategic acquisitions in 2025: Weights and Biases, OpenPipe, Marimo, and Monolith AI.The Weights and BiasesAcquisition, completed in May 2025, cost approximately $1.03 billion.OpenPipe specializes inTrainingAI agents with reinforcement learning; Marimo …