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Super Micro shares were leading the S&P 500’s gainers on Monday.

Two AI leaders, including a Nobel laureate, recently said they would leave Google for rival labs.

“Nvidia has gotten so large that its ability to beat expectations has gotten much smaller,” an analyst says.

What does an AI company do after one of those not-acqui-hire deals? Groq raised money, is leaning into its neocloud business, and is hiring new execs.

Nvidia announced a new cooling system that cuts water use inside the data center. But it does nothing to address AI's biggest water use — fossil fuel power plants.