Microsoft Archives - Vista Partners LLC

When AI Chips Order Room Service: Broadcom, Nvidia and Nokia Rewire the Data‑Center Hotel -( $AVGO $META $NOK $NVDA )

by John F. Heerdink, Jr. March 5, 2026 400Views 0Likes

Broadcom’s (AVGO) chief executive is sounding less like a cautious chipmaker and more like the maître d’ of a very exclusive AI banquet, calmly assuring investors that the kitchen can handle the rush. In this rapidly evolving feast, Nvidia (NVDA) is serving…

From Coal to Code: TerraPower, Oklo and Microsoft Plug the AI Era into Next-Gen Nuclear -( $MSFT $OKLO )

by John F. Heerdink, Jr. March 4, 2026 250Views 0Likes

America’s nuclear sector just received something rarer than bipartisan kumbaya on Capitol Hill: a first-of-its-kind commercial construction permit for an advanced reactor, signaling that the atomic age is getting a sequel with better graphics, tighter scripting—and, this time, a climate mandate. For…

Tech’s New Power Trio: Chips, Phones, and the Pentagon -( $AAPL $AMZN $COHR $MSFT $NOK $NVDA )

by John F. Heerdink, Jr. March 2, 2026 236Views 0Likes

The trading week opened with a very 2026 question: what do you buy when chips, phones, defense‑grade algorithms, and even old‑school networks all decide to reinvent themselves at once? Investors answered with a familiar refrain—more tech. Nvidia Bets $4 Billion That Light Beats…

Nvidia’s AI Money Machine: How One Chipmaker Turned Data Centers Into Cash Factories -( $AMZN $CAT $GOOG $LLY $MSFT $NVDA $ORCL )

by John F. Heerdink, Jr. February 25, 2026 214Views 0Likes

Nvidia’s latest quarter reads less like an earnings release and more like a balance sheet for the AI industrial revolution, with revenue, profits, and guidance all accelerating as if on GPU overclock. Record Quarter: When “Blowout” Sounds Too Modest Nvidia reported fourth-quarter…

Corning and Meta’s $6 Billion Fiber Tie-Up: AI’s New Glass Half Full -( $AMZN $GLW $META $NVDA $GOOG $MSFT )

by John F. Heerdink, Jr. January 27, 2026 448Views 0Likes

Corning (GLW) and Meta (META) just inked a multiyear, up to $6 billion agreement that effectively turns a 175-year-old glass maker into one of AI’s most important behind-the-scenes power players. The deal marries hyperscale data-center ambition with very tangible American manufacturing, and…

Humanity’s Awkward Tech Phase: Why AI’s “Teen Years” Might Be Our Most Important Decade Yet -( $NVDA $MU $CRWV $CRM $META )

by John F. Heerdink, Jr. January 27, 2026 307Views 0Likes

Humanity has quietly adopted a new roommate: a “country of geniuses in a datacenter” that never sleeps, drinks only electricity, and is learning faster than any prodigy in history. The question Dario Amodei raises is not whether this genius shows up, but…

CES 2026: Nvidia’s Vera Rubin Turns Data Centers into Full-Scale AI Factories – ( $NVDA $MSFT $META $AMZN )

by Vista Partners LLC January 6, 2026 100Views 0Likes

Nvidia (NVDA) used the CES 2026 stage to debut its Vera Rubin platform as the next “AI factory” workhorse, promising more intelligence per watt, per rack, and—crucially for Wall Street—per dollar of tokenized text. By fusing a new Vera CPU with Rubin…

‘Superhuman AI’ at Microsoft: What Mustafa Suleyman’s Bold Claim Really Means for Investors -( $MSFT $SPY )

by Vista Partners LLC December 13, 2025 417Views 0Likes

Mustafa Suleyman reportedly says artificial intelligence is already superhuman, which is the sort of line that used to belong in science fiction and now lands somewhere between an earnings call remark and a lifestyle choice. Coming from the man running Microsoft’s (MSFT)…

Microsoft Bets Big on India’s AI Future — and the Cloud Just Got Hotter Than Delhi in May -( $MSFT $DIA )

by Vista Partners LLC December 9, 2025 517Views 0Likes

Microsoft’s latest investment wave is rolling eastward — and this time, it’s not the Nordics reaping the cloud bounty but India, now the company’s fastest-growing market outside the United States. The tech giant is earmarking $17.5 billion to expand data centers, AI…

AI Boom Drives Record Double-Digit Jump in Global IT Spending In 2025 -( $AMZN $GOOG $META $MSFT $NVDA $WMT )

by Vista Partners LLC November 29, 2025 402Views 0Likes

Global IT spending is on track to jump about 11% in 2025, driven by a corporate AI binge that has turned data centers into gold mines and turned every software vendor into a “generative AI” shop, according to Gartner and IDC forecasts…

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