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Baron Opportunity Fund's Q2 2026 letter highlights AI-driven market gains led by the Magnificent Seven, while spotlighting a new position in Welltower (WELL), a senior housing REIT leveraging tech-dr…
CoreWeave's Q2 earnings preview highlights raised hyperscaler capex forecasts (Oracle, Microsoft, Amazon, Alphabet) to $811B-$1.1T, signaling robust AI infrastructure demand benefiting chipmakers and…
Rackspace signed a definitive AMD deal to deploy 30MW of AMD Instinct GPU/EPYC CPU compute capacity by 2028, targeting $450-600M annual revenue with 50%+ EBITDA margins, validating AMD's enterprise A…
CoreWeave reports Q2 earnings amid slowing growth concerns and new competition from SpaceX renting AI compute to Anthropic and Google. Meta is also weighing entering the compute-leasing market, which…
Neocloud provider Iren leverages Nvidia partnership and disciplined capacity strategy amid Zuckerberg's comments on scarce, appreciating AI compute. Highlights strong demand for GPU infrastructure be…
AMD reported record Q1 2026 data center revenue of $5.8 billion, a 57% year-over-year increase. Strong demand for EPYC CPUs and Instinct GPUs, alongside a strategic partnership with Meta, highlights …
Broadcom, Blackstone, and Apollo have launched the $35 billion AI XPV Platform to fund Anthropic’s massive compute expansion. Broadcom will supply essential XPUs and networking infrastructure, aiming…
Nebius is investing $1.7 billion into three new UK-based AI infrastructure sites utilizing Nvidia's Blackwell Ultra technology. This expansion aims to capture rising domestic demand for AI compute, w…
NVIDIA highlights growing demand for next-generation AI platforms and strong expansion beyond hyperscalers, positioning the company for rapid innovation and major physical AI growth.
Nvidia invests $2B in Nebius, aiming to scale AI-focused data-center GPU capacity to 5+ GW by 2030, leveraging strong AI demand and a $30B OpenAI stake driving significant hardware sales and high mar…
Nvidia invests $2 billion in AI cloud provider Nebius, boosting AI infrastructure and supporting growth in AI-focused data centers globally, signaling strong demand for compute power and Nvidia hardw…
Nvidia’s CEO Huang indicated its $30B OpenAI and $10B Anthropic investments may be the last before OpenAI’s IPO, expecting revenue growth driven by ramped compute capacity.
Meta expands AI chip partnership with AMD amid intensified compute demand, while Bitcoin faces renewed pressure from tariff uncertainty and cautious investor sentiment.
Apollo Global Management is finalizing a $3.4 billion loan vehicle to lease Nvidia chips to Elon Musk's AI firm xAI, fueling AI infrastructure expansion amid rising demand for high-performance comput…
Nvidia's stock surged nearly 7%, breaking a five-day losing streak amid a tech sector rebound and strong cloud capital expenditure forecasts from Amazon, boosting expectations for AI-driven hardware …
Nvidia’s strategic $2.1 billion investment in CoreWeave and strong AI partnerships with Arista Networks highlight robust long-term demand for AI infrastructure and data center capacity, driving signi…
NVIDIA invests $2 billion in CoreWeave to expand AI cloud infrastructure, building over 5 GW of AI factories by 2030 and advancing AI compute integration.
AI chip startup Etched raised $500M to challenge Nvidia with a specialized efficient AI chip, threatening NVDA's dominance in transformer AI workloads.
CoreWeave plans to adopt Nvidia's Rubin architecture in H2 2026, enhancing AI hardware flexibility, performance, and scale, positioning Nvidia for strong demand growth in next-gen AI workloads.
Qatar is investing heavily in AI infrastructure to catch up with Saudi Arabia and UAE, leveraging its cheap energy and sovereign wealth. However, regulatory challenges and US export controls on advan…