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AI infrastructure
Why NVIDIA’s Post-Earnings Flatline Signals a Major Buying Opportunity
How NVIDIA builds its own cloud, strips market share from AMD and Intel, and launches its robotics monetization engine
May 21
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Edge Of Power
9
2
FuelCell Energy (FCEL) Is Surfing a Data Center Wave It’s Not Actually On
Actual data center revenue must replace commercial proposals. A paper pipeline and declining R&D spend won't be enough to sustain investor interest.
May 18
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Edge Of Power
7
NVIDIA Drafts IREN for the Power Grab: Will the Stock Price Follow?
NVIDIA is assembling its Shadow Cloud against competitors, which could help IREN secure new deals.
May 8
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Edge Of Power
8
2
2
Why Hut 8 is Selling Better Than Cipher Mining
Why Cipher is pivoting its business model and do they have the cash to pull it off?
May 6
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Edge Of Power
8
3
The AI Networking Cycle: Why Celestica (CLS) Is The Critical Link For AMD And Hyperscalers
From contract manufacturer to AI design powerhouse: Evaluating the Q1 guidance raise and why current market volatility creates a rare accumulation…
May 4
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Edge Of Power
3
2
Vicor ($VICR): Tripling Revenue or Selling a Dream? The High-Stakes Gamble on Vertical Power Delivery
Beyond the 3x Growth Hype: Is Vicor’s Strategic Moat Strong Enough to Secure an Infrastructure Monopoly?
Apr 27
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Edge Of Power
10
4
Oracle ($ORCL): The Meta-Morphosis. Why Larry Ellison is Chasing 40% Margins in the AI Cloud Era
The Quest for the $1T Club through Radical Transformation: No Room for Error.
Apr 20
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Edge Of Power
13
4
Balance Sheets Now Matter As Much As AI Stack and Power
How capital deployment by IREN, CRWV and other Neoclouds is separating winners from followers in AI infrastructure
Dec 9, 2025
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Edge Of Power
11
3
6
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