#AI infrastructure
articles
SpaceX's AI Spending Spree Drags Its Shares While Nvidia Gains
SpaceX beat Q2 estimates but its $18.4B capex sent shares down 7%; Nvidia rose as Musk made it the exclusive AI chip par...
Anthropic Said to Sign $10 Billion, Six-Year Data Centre Deal With Volta Infra
Anthropic reportedly commits $10 billion over six years to data centre capacity run by startup Volta Infra, deepening th...
Caterpillar Q2 Beat Eases AI Spending Worries as Backlog Hits Record $72B
Caterpillar's Q2 sales hit $20.5B and backlog reached a record $72B on data center demand, sending shares up 11% premark...
SpaceX Beats in First Public Earnings, but Record AI Spending Sinks the Stock
SpaceX beat expectations in its first quarterly report as a public company, with Starlink driving profits — but $18.4 bi...
SpaceX Revenue Nearly Doubles in First Public Quarter, But Subscriber Revenue Per User Falls
SpaceX's debut earnings since its June IPO show revenue nearly doubling to $7.8 billion and operating losses narrowing, ...
Google's $200B AI Chip Financing Deal for Anthropic Takes Aim at Nvidia
Google, Broadcom and Wall Street lenders built a roughly $200 billion financing network to supply Anthropic with AI chip...
Ex-rental broker Igal Feibush's $15B bet on Pennsylvania AI data centers
The former Citi Habitats co-founder turned a Carlisle, Pennsylvania horse farm into PAX-1, one of the state's largest pr...
The Booming Business of Cutting Enterprise AI Costs
Consultants, measurement platforms and infrastructure startups are racing to help enterprises stop overpaying for AI. Me...
EU Opens €30 Billion AI Megafactory Tender to Close the Gap on US and China
Brussels will back seven AI supercomputing centres worth €30 billion, betting on European models — but will still depend...
Marsh to Provide Risk and Insurance Services for Meta's $10B Texas AI Data Centre
Marsh will handle project risk analysis and insurance for Meta and BlackRock's $10B, 1GW AI data centre campus in El Pas...
DataBahn raises $40M to sell the data 'plumbing' AI agents depend on
Texas startup DataBahn has raised a $40M Series B to sell a neutral data layer for AI agents — betting enterprises need ...
AI Capex Splurge Burns Billions in Big Tech Cash — and Investors Are Buying In
Alphabet and Amazon posted negative free cash flow as AI infrastructure spending surged, yet double-digit cloud growth h...
Equinix Nearly Doubles Capex Outlook as AI Inference Demand Accelerates
Equinix raised 2026 capex to as much as $6B and lifted long-term revenue growth targets, betting the AI shift from train...
Investors' Chronicle Podcast: AI Memory-Chip Prices, India Fund Rally and Cohort's Defence Growth
The latest market podcast covers an AI-driven spike in memory-chip prices, a rally in Indian equity funds and defence co...
Amazon Crushes Q2 Estimates, Raises AI Capex to $220 Billion as AWS Surges
EPS of $5.75 vs. $1.82 expected and AWS growth of 37% powered a blockbuster quarter. CEO Andy Jassy says even $220 billi...
Big Tech's AI infrastructure spending surges past $1 trillion, cash flow hits decade low
Combined capex by Google, Amazon, Microsoft and Meta has reached $1.1 trillion since 2023, with $745 billion planned thi...
LG's Sustainability Report Echoes UAE's AI and Net Zero Push with Hard Data
LG Electronics' 2025–2026 report reveals a 22.5% carbon reduction per product, 97.3% waste recycling, and new Responsibl...
Aschenbrenner's Situational Awareness Hedge Fund Sells Public Portfolio to Citadel After Steep AI Infrastructure Losses
Leopold Aschenbrenner's AI-focused fund was forced to unwind leveraged public equity positions after holdings like SK Hy...
Google Backstops Anthropic’s $15B Data Center Deal with Lease Guarantees
Google is providing billions in lease guarantees for AI startup Anthropic’s use of a massive new Texas data center campu...
Meta Reveals $279 Billion in Future Data Center Leases as AI Buildout Accelerates
Meta disclosed $278.99 billion in new lease obligations for AI data centers, a 53% jump from last quarter, signalling an...
Meta Stock Drops as Investors Challenge Zuckerberg’s AI Spending Blitz
Meta shares fell roughly 7% after missing earnings estimates and offering cautious revenue guidance, revealing deepening...
Meta Free Cash Flow Nears Zero as AI Capex Hits $31.1 Billion; Zuckerberg Teases Cloud Business
Meta's capital spending nearly doubled to $31.1B, eating almost all operating cash and leaving free cash flow at $784M. ...
Corning Shares Tumble 20% Despite Q2 Beat as AI Fears Overshoot, Analysts Say
Corning’s Q2 revenue surged on AI-driven fiber demand, but a 20% intraday plunge reflects broader AI stock jitters. Morn...
After 50% Crash, SK Hynix Trades at 4.5 Forward P/E — Is the Memory Cycle Misread?
SK Hynix stock plunged nearly 50% after a fourfold rally, compressed to a forward P/E of 4.5. But wafer-capacity math an...
Nvidia and OpenAI Plan $500B+ Supersized Data Center in Ohio, the World’s Largest
Nvidia and OpenAI are negotiating a 10-gigawatt data center project that would cost over $500 billion, far exceeding any...
Musk’s xAI Races to Build Giant Supercomputer in Memphis Amid Secrecy and Local Backlash
Elon Musk’s xAI is racing to complete a massive multibillion-dollar supercomputer in Memphis to train its Grok AI, but a...
Top Fund Manager Says It’s Not Yet Time to Sell AI Infrastructure Stocks
A small-cap growth fund manager who has outperformed 99% of peers sees further upside in AI infrastructure names, despit...
Applied Digital Secures 150MW Lease with CoreWeave at North Dakota Campus
Applied Digital has landed a major lease with cloud provider CoreWeave for additional capacity at its Ellendale facility...
SpaceX's Orbital Data Center Plan Slammed as 'Dumb' by Analyst
Analyst Peter Zeihan calls SpaceX's orbital data center idea 'dumb,' citing radiation, cooling, and up to $250B in costs...
Nvidia Ready to Back OpenAI's $500B Data Centre Project with $250B in Guarantees
Nvidia is in talks to provide $250 billion in financial guarantees for OpenAI's massive data centre in Ohio, enabling th...