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Goldman Sachs is reportedly in talks to join Nvidia's $500B AI infrastructure financing plan alongside major asset managers, deepening ties. Skeptics like Michael Burry question the private-credit st…
SpaceX plans to build exclusively on Nvidia's Vera Rubin architecture for AI infrastructure spanning ground facilities and orbital satellites, signaling a deepening strategic alliance that could expa…
NVIDIA posted $81B quarterly revenue (+85% YoY), guided $91B next quarter, hit $5.4T market cap. New AI factory contract with Larsen & Toubro and tokenized derivatives launch boost sentiment despite …
Nvidia confirmed a $500 billion AI infrastructure funding deal with six major financial firms, boosting NVDA and financial stocks while AMD fell intraday on competitive concerns.
Anthropic signed a $9.1B, 20-year deal with bitcoin miner Riot Platforms for 191MW of AI data center capacity, boosting Riot's total AI revenue to $9.8B. AMD and Nvidia-backed ventures also feature i…
US equities fell as oil prices surged following Trump's response to Iran's Strait of Hormuz demands. WTI and Brent crude jumped over $4 amid geopolitical uncertainty. Nvidia dropped 2.9% despite unve…
Needham raised Bitdeer's price target to $22 on a $4.7B, 16-year data center lease with Volta in Norway. Volta launched with backing from Nvidia, a16z, Altimeter, and Michael Dell, alongside a $10B A…
Volta announced a $10bn, six-year AI data centre deal with Anthropic using Nvidia Vera Rubin systems, plus a $5bn financing programme with Azora, reinforcing Nvidia's central role in AI infrastructur…
Core Scientific announced a significant 15-year partnership with AMD for data center capacity, starting with 530 megawatts and potentially expanding by 2 gigawatts. This deal represents over $14 bill…
Oil prices crashed on Iran de-escalation signals while Nvidia fell 5% despite a $500B SK Group AI deal. Markets await Fed decision and major tech earnings this week from Apple, Microsoft, Amazon, and…
Nebius signed a $27 billion multi-year AI infrastructure deal with Meta, deploying NVIDIA's platform starting 2027, boosting AI cloud capacity. This strengthens Nebius’ position and benefits NVIDIA a…
Nebius Group signed a five-year deal to supply Meta Platforms with $12 billion in AI capacity, with a contract valued up to $27 billion.
Meta Platforms signed a multi-year, billion-dollar deal to rent Google's AI chips (TPUs) to develop AI models, indicating strategic collaboration in AI technology advancement.
Meta shares rose as it announced a multiyear deal with Nvidia to deploy advanced AI chips across new US data centers, boosting AI capabilities and supporting a $600 billion investment plan through 20…
Apple and Alphabet formalize a strategic AI partnership integrating Google's Gemini into Apple's ecosystem, boosting Apple's AI capabilities efficiently and validating Google's infrastructure leaders…
Nowigence secured a multi-million dollar deal with MBuzz Technologies, an elite NVIDIA AI Factory Partner, advancing AI infrastructure distribution in the Middle East and Africa starting in 2026.
Alphabet's stock jumped 5% after unveiling the upgraded Gemini 3 AI model and a $10B AI hub partnership with Saudi Arabia, though caution remains over potential chip sector overvaluation risks.
Amazon Web Services signed a $38 billion deal with OpenAI, ending Microsoft's exclusivity and enabling OpenAI to adopt a multi-cloud strategy, pressuring Microsoft’s Azure dominance but boosting Amaz…
Bitcoin miner Core Scientific failed to secure shareholder approval for its $9 billion merger with AI firm CoreWeave, causing a share price drop amid valuation disputes and investor resistance.
Core Scientific's merger with AI firm CoreWeave faces shareholder rejection, causing Core Scientific shares to drop over 5% and signaling uncertainty in Bitcoin mining sector ties with AI.