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Oracle posted stronger-than-expected fiscal first-quarter earnings and revenue, driven by triple-digit acceleration in cloud infrastructure growth. The results underscore surging enterprise demand fo…
AI hardware providers and hyperscalers remain top investment picks amid massive demand for computing infrastructure. Nvidia continues to capture surging GPU sales, while Amazon and Alphabet experienc…
Anthropic signed a $35 billion cloud computing deal with Nvidia-backed Lambda to boost Claude AI compute. Concurrently, Nvidia paused parts of its credit financing initiative for cloud partners follo…
Sharon AI and NVIDIA have entered a six-year strategic partnership to deploy 72 megawatts of data-center capacity in Australia. The deal, involving up to 40,000 GB300 GPUs, strengthens NVIDIA's cloud…
Alphabet's Google and Blackstone form AI cloud venture with $5B initial equity investment to deploy 500MW data centre capacity by 2027, offering TPU access via compute-as-a-service model.
Microsoft shares jumped 3% after announcing a $1 billion AI and cloud investment in Thailand amid positive geopolitical news boosting markets. Despite a challenging year, the company’s cloud growth p…
Arm unveils its first in-house chip with Meta as the inaugural customer, projecting significant revenue growth by 2031 driven by rising AI-related CPU demand.
Meta signed a $27 billion five-year deal with Nebius for AI infrastructure, expanding its data center capacity using Nvidia's next-gen platform, bolstering its AI computing capabilities amid surging …
Microsoft is advancing talks to lease significant capacity at the Stargate data center, a major AI infrastructure project, reflecting strong demand for AI computing power alongside Meta and others.
Nvidia boosts its AI infrastructure lead with a $2 billion investment in AI cloud firm Nebius, expanding its ecosystem and strengthening large-scale AI computing capabilities amid rising global deman…
Apollo plans a $3.4B loan to fund Nvidia chip leasing for Elon Musk's xAI, supporting AI data center expansion and scaling compute infrastructure rapidly.
Amazon's cloud chief says space-based data centers are distant due to high costs and logistics, while Google advances orbital data center plans and Musk merges SpaceX with xAI to boost AI computing c…
Nvidia unveiled its new AI server system Vera Rubin, promising faster, more efficient AI model training and inference, signaling strong growth potential amid escalating AI demand and computing comple…
Google backs a $7 billion AI data center lease at Hut 8, marking crypto miners’ strategic shift toward AI infrastructure amid challenging Bitcoin mining conditions.
Alphabet (GOOGL) is ramping up AI infrastructure in India with a $15 billion data-center project involving a potential $5 billion investment from Adani Group, reflecting strong demand for AI computin…
HIVE anticipates strong Q2 fiscal 2026 growth driven by Bitcoin mining and AI HPC expansion, while NVIDIA shows solid earnings outlook; Bitcoin price volatility poses headwinds for crypto miners.
Bitdeer Technologies increased Bitcoin mining and revenue despite higher losses, shifting toward AI cloud services with strong growth potential, signaling a positive outlook for BTCUSD amid industry-…
Nvidia partners with Firmus Technologies on a $2.9B AI data center project in Australia using renewable energy and latest GB300 chips, strengthening its AI infrastructure role and Asia-Pacific presen…
BlackRock, Microsoft, and Nvidia jointly acquire a major data center operator for $40 billion, aiming to secure essential AI computing capacity amidst rising demand.
Nvidia deepens AI dominance with a $100B OpenAI investment and large GPU deployments by CoreWeave and Microsoft, signaling strong growth in AI infrastructure demand.