Latest Nvidia News

Megaport’s Latitude.sh subsidiary has secured three major AI infrastructure contracts worth USD 183 million, backed by a USD 101 million capital expenditure commitment, reinforcing its role in the global AI compute ecosystem.

Worley unveils a medium-term growth strategy through FY30 focused on expanding full project delivery, investing $70 million in AI, and leveraging strategic partnerships amid near-term geopolitical challenges.

Marlin Global delivered a 4.0% gross portfolio return in April 2026, driven by strong gains in AI-focused tech stocks like Amazon and Alphabet. However, its cautious stance on semiconductors limited upside amid a sector rally.

GCM Corporation finalises exclusive rights to its Very High Density technology, launches its first commercial heat sink products, and expands global prototyping efforts targeting high-growth sectors including EV infrastructure and data centres.

SenSen Networks reported a 17% increase in annual recurring revenue to $11 million and positive operating cash flow of $0.9 million in Q3 FY26 despite supply chain disruptions delaying some projects. The company’s full-year EBITDA is expected to improve significantly over FY25.

Decidr AI Industries Ltd (ASX: DAI) reported a doubling of its annualised revenue run rate to A$8.06 million as of March 2026, alongside the launch of its Decidr Agentic Graph platform and significant expansion of its partner ecosystem.

Infratil has upgraded its FY27 EBITDAF guidance for CDC Data Centres to A$680-720 million, citing accelerating construction and strong demand driven by AI and hyperscale cloud growth. The company also secured A$500 million equity funding and plans a bank debt upsizing to support expansion.

Savana Asset Management’s February letter reveals a challenging month marked by a tech sector sell-off amid AI disruption fears, a surge in AI capital expenditure, and a continuing rotation towards value-driven small caps.

Weebit Nano Limited has reported a remarkable 8-fold increase in revenue, driven by a landmark licensing agreement with Texas Instruments and significant progress in its ReRAM technology commercialisation.

Pengana International Equities reported a half-year net profit of $4.6 million, down from $26.9 million last year, while announcing an increased fully franked dividend and initiating a strategic review to address shareholder concerns.

Weebit Nano has landed its largest customer yet with Texas Instruments licensing its ReRAM technology, while achieving key technical milestones and doubling its revenue guidance for FY26.

Codeifai Limited has secured shareholder approval to acquire QuantumAI Secure, a cutting-edge quantum-secure platform, marking a strategic pivot into AI-enhanced cybersecurity. Despite a mixed quarterly revenue performance, the company is poised for growth with expanded AI capabilities and fresh capital.