#AI infrastructure
articles
Nvidia's Earnings Surge Lifts Jensen Huang to $196.8 Billion, Sixth-Richest Person
A record revenue beat, a 70% growth forecast and rising AI infrastructure demand added $15.6 billion to Huang's fortune,...
Nvidia Jumps 6% After Data Center Sales Drive $96.2 Billion Quarter
Revenue rose 106% to $96.2 billion and net income nearly doubled, but Nvidia's margin guidance signals a step down. Afte...
Nvidia and Broadcom's AI Financing Tools Shift Compute Control Away From Hyperscalers
Barclays says $500bn and $35bn financing platforms let large AI buyers fund compute capacity outside big cloud providers...
Nvidia Considers $3 Billion Stake in SoftBank's SB Energy for OpenAI Data Center
Talks point to a split investment at signing and at SB Energy's possible IPO, underscoring how AI data centers are resha...
Big Tech's AI Bond Wave Is Repricing Canadian, Swiss and Sterling Credit
Alphabet and Amazon have become top issuers in smaller currency bond markets, pushing long-term borrowing costs higher a...
13F Filings Show Institutions Trimmed Mag7 and AI Favorites as Conviction Splits
An SEC filing sweep shows 44% of institutions reduced Magnificent Seven positions while 42% added, and semis still drew ...
Anthropic in Talks to Buy AI Startup Decart for $6 Billion Ahead of IPO
Anthropic is reportedly negotiating a $6 billion acquisition of Israeli AI startup Decart, whose world-model and chip-ef...
Nvidia’s $500 Billion Bet: Making AI Compute Wall Street’s Next Asset Class
Nvidia and six asset managers want to turn AI data centres into investable infrastructure. The real test is whether the ...
Vertiv Plans Letterkenny Expansion and Up to 300 Jobs as AI Data Centre Demand Climbs
The critical digital infrastructure maker will seek approval for 7,000 sq m more manufacturing and testing space in Done...
Optimal Transit Pitches Kraaken: One Vessel for 40MW of Power, Water and 60MW of AI Compute
The Blue Economy VITAL 100MW Kraaken concept promises disaster-zone electricity, 30 million litres of fresh water daily ...
DAX Stays Near Record as Cisco’s AI Guidance Disappoints; German Mid-Caps Mixed
Germany’s DAX added 0.4 percent to 26,428 points and remains within 150 points of its record, but Cisco fell around 8 pe...
NSW Regulator Demands Goodman Prove Renewables for $5.5bn Project Atlas AI Campus
NSW energy officials want Goodman to show how the 500MW Western Sydney campus will secure firmed green power, warning th...
Nvidia Loses $130 Billion in Market Value on Reports of a $500 Billion AI Financing Plan
Shares fell 2.4% to about $218 on Monday as the Financial Times reported Nvidia is working with Apollo, Blackstone, Blac...
Oracle Rally Lifts Larry Ellison Past Nvidia's Jensen Huang to Seventh-Richest
A 2.6% Oracle gain added $2.9 billion to Ellison's fortune, while a 2.6% Nvidia drop erased almost $4 billion from Huang...
US Inflation Eases to 3.4% in July as Oil Prices Retreat
Lower oil prices helped US consumer inflation ease to 3.4% in July, matching forecasts, but AI-driven computing demand i...
AI Infrastructure and Consumer Names Lead the Midday Movers
AI infrastructure stocks surged on stronger revenue and margin guidance, Wendy's jumped on reports of a Trian take-priva...
AI's Infrastructure Boom Is Now Running on Debt, Private Credit and Faith
Demand for AI remains strong, but the buildout is increasingly financed with debt and off-balance-sheet vehicles. The fi...
Tencent Q2 Revenue Tops Forecast; Adjusted Profit Rises 9% as AI Capex Sends Free Cash Flow Negative
Revenue hit RMB 204.8 billion, up 11%, and adjusted profit reached RMB 68.4 billion, but heavy AI infrastructure spendin...
Tencent Says WeChat Will Become AI-First as It Front-Loads AI Capex
Tencent's earnings call positioned WeChat as an AI-first ecosystem, with Work Buddy as a model-agnostic coordinator and ...
Nvidia, Wall Street Giants Launch $500B AI Infrastructure Financing Plan
Six Wall Street giants ink MOUs with Nvidia to deploy $500B for AI compute infrastructure, reigniting debate over circul...
From Paris Eccentric to AI Billionaire: Inside DDN's Data Storage Boom
Alex Bouzari's flamboyant style belies a sharp tech strategy that turned a slow-growing storage firm into a billion-doll...
The Flamboyant Billionaire Behind DDN, the Secret Weapon Powering AI's Data Deluge
After decades serving supercomputing labs, DDN is riding the AI boom to explosive growth. Founder Alex Buzari’s propriet...
Wall Street Analysts Bet Data Center IPO Csquare Can Double as Demand Outruns Supply
Several major banks launched bullish coverage on July IPO Csquare, citing the data center operator’s unique position to ...
Nvidia and Wall Street Giants Plan $500 Billion AI Infrastructure Push
Nvidia teams up with Goldman Sachs, Apollo, BlackRock, and KKR to raise at least half a trillion dollars for data center...
Nvidia and Wall Street Titans Forge $500B AI Infrastructure Financing Pact
Nvidia CEO Jensen Huang rallied Apollo, Blackstone, BlackRock, Brookfield, Goldman Sachs, and KKR into a consortium aimi...
Meta Plans to Sell AI Compute to Rivals Amid Investor Pressure
Under pressure to justify its $145B annual AI spending, Meta is pivoting to offer computing power directly to other AI f...
Micron Stock Could More Than Double by Late 2027, Analysts Say
A historic memory chip shortage driven by AI demand has Micron's earnings surging; the average analyst price target poin...
Fisk’s $900M Renewal Hinges on a Data Center That Has Divided Nashville
The university’s ambitious Quantum Leap plan includes a 100,000 sq ft AI data center to boost revenue and student skills...
Tesla and SpaceX Announce $16.8B ‘Terafab’ Chip Plant in Texas to Power Musk’s AI Ambitions
The companies are jointly investing $16.8 billion to build a vertically integrated semiconductor factory north of Housto...
Data Centers Become Frontline Targets as Iran-US Conflict Redraws AI Warfare
Physical strikes on AI-enabling data centers in the Gulf have turned digital infrastructure into a military objective, f...