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Nvidia is expanding its AI infrastructure footprint in South Korea through strategic partnerships with SK Telecom, SK Hynix, Naver, Hyundai, and LG. These collaborations focus on gigawatt-scale AI fa…
Broadcom announced massive AI semiconductor growth, projecting $56 billion in 2026 revenue and over $100 billion by 2027. New partnerships with Anthropic and Meta underscore dominant demand for its n…
TeraWulf surges 10% on plans for a 1GW AI/HPC data center campus in Kentucky. The facility will deliver 500MW by late 2028, with expansion to 1GW by 2030, reflecting the company's shift from Bitcoin …
Microsoft advances custom AI chip strategy with Anthropic partnership talks, offering Maia 200 chips for Claude models. The deal validates Microsoft's silicon expansion and strengthens its AI infrast…
AMD surged 4.7% after confirming production ramp of next-gen 2nm Venice CPUs, announcing $10B Taiwan AI investment, and gaining server CPU market share. CEO comments on strong AI demand and analyst u…
Amazon issued bonds amid Magnificent Seven momentum, raising capital for AI infrastructure and data-center expansion. Corporate debt sales hit $134B YTD. Canada plans to increase mandatory local-prog…
SpaceX filed for IPO with $18.7B 2025 revenue and $28.5T TAM estimate. Tesla shares traded marginally lower after hours following the announcement. Starship development and AI expansion are key growt…
Alphabet (GOOGL) and Blackstone announced a joint venture to offer Google's TPUs as a compute-as-service platform. Blackstone commits $5 billion with 500 MW capacity targeted by 2027, expanding AI in…
Nvidia recovered from early losses ahead of earnings Wednesday, with analysts expecting earnings to double and revenue to surge 80%. HSBC raised its price target to $325, citing Blackwell momentum an…
Blackstone commits $5 billion to a joint venture with Google to develop and rent AI-optimized data center capacity using Google's custom Tensor Processing Units instead of Nvidia chips.
Blackstone and Google form joint venture to expand AI infrastructure, offering data center capacity and TPU compute services. First 500 MW capacity expected online by 2027.
AMD shares hit a 52-week high as analysts project a server CPU supercycle driven by AI infrastructure expansion beyond GPUs. The company's strong earnings and upgraded outlooks from major Wall Street…
CME Group plans to launch GPU computing futures contracts, marking the first standardized market for trading computing power. The move capitalizes on surging AI demand and positions GPUs as a tradeab…
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…
Microsoft grows fiscal Q2 revenue by 17%, expands AI infrastructure with Crusoe Energy, but faces labor and supply constraints slowing deployment pace.
Nvidia shares rose despite Arm’s entry into AI processors, as Nvidia maintains dominance in GPU-based AI infrastructure. New partnerships and strong revenue growth support Nvidia’s optimistic long-te…
Silicon Motion (SIMO) rallies strongly on AI-driven storage growth and enterprise wins, while Micron anticipates robust memory demand. NVIDIA benefits indirectly from these sector dynamics with moder…
Nvidia projects AI chip demand to reach $1 trillion by 2027, unveiling advanced next-gen AI chips and systems that greatly improve performance and efficiency, reinforcing its leadership in AI infrast…
HIVE Digital is scaling back Bitcoin mining in Sweden due to tax and regulatory challenges, shifting focus to expanding AI and high-performance computing infrastructure in Europe and Canada.
Microsoft strengthens its AI ambitions through strategic investments like OpenAI and Anthropic, boasting a strong cash position and robust capital expenditures to support AI integration across its pl…