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Alibaba launched a record $10 billion share sale to fund full-stack AI development across infrastructure, chips, and models. Despite near-term cash flow compression and a 75% quarterly profit drop fr…
Article focuses on Nebius' UK AI infrastructure expansion with NVIDIA, while noting Microsoft's strong AI commercial traction via OpenAI IP deal through 2032 and growing addressable market into FY202…
Baron Opportunity Fund increased its Alphabet stake, citing strong Q1 results, accelerating Google Cloud growth, expanding Gemini usage, and unmatched AI vertical integration bolstering long-term sha…
Alphabet raised $170B via debt/equity to fund $205B 2026 AI capex, posting its first negative free cash flow yet shares rallied 17% as investors backed aggressive AI investment strategy.
SpaceX stock plunged 12% despite 92% revenue growth and AI revenue beat, as investors focused on $18.4B capex and 911.5M share lockup expiration tomorrow, tripling free float.
AMD launched its Helios rackscale AI system to directly challenge Nvidia's dominant AI server ecosystem, targeting full-rack sales rather than individual chips, intensifying competition in the AI inf…
Google is reportedly developing 'Frozen v2,' a custom AI chip 6-10x more efficient than TPUs, aimed at boosting Gemini model performance and reducing inference costs, expected by 2028.
Microsoft and Amazon Q1 2026 earnings reveal divergent AI monetization timelines. Microsoft's Copilot/Azure AI hit $37B run rate with 45.6% margins, while Amazon burns $18.2B FCF building Trainium si…
Alphabet is expanding its AI infrastructure by pairing its custom TPU chips with comprehensive cloud services and software. A $3.2 billion investment in a New York data center for Anthropic underscor…
AMD announces $10B+ investment in Taiwan's semiconductor ecosystem to expand advanced packaging capacity and accelerate AI infrastructure deployment, with Helios platform deployment on track for H2 2…
Nvidia leads Magnificent Seven earnings with exceptional AI-driven growth, while Alphabet impresses with cloud expansion. Big Tech bond issuance surges to $134B to fund AI infrastructure investments,…
Nvidia delivered its first Vera CPU to major AI customers ahead of Q1 earnings Wednesday. Stock fell marginally in premarket despite the milestone, with retail investors bullish but cautious on post-…
Microsoft plans a $5.5 billion investment in Singapore's AI and cloud infrastructure, expanding its presence across Asia to build early AI demand ecosystems with training and cybersecurity initiative…
Meta boosts AI data center investment to $10B aiming for 1-gigawatt capacity by 2028, while facing layoffs and legal verdicts sparking share declines.
Amazon plans a 50%+ AI-related capex surge, causing its shares to drop, while Nvidia soars on expected AI data center spending. Alphabet also raises AI investments, impacting chip stocks positively a…
Alphabet (GOOGL) pledges $175-$185 billion in 2026 capex, doubling last year and challenging Nvidia (NVDA) in AI infrastructure spending amid fierce competition and growth in AI models and servers.
Amazon is negotiating a potential $50 billion investment in OpenAI, enhancing its AI capabilities and positioning against Microsoft, Nvidia, and Google in the competitive AI infrastructure race.
Nvidia commits $20 billion to license Groq's AI chip technology, enhancing competitiveness in AI hardware and data centers amid rising industry investments.
Major cloud providers Google, Microsoft, Amazon, and Meta are massively increasing AI infrastructure spending, risking profitability if end-user adoption lags. 2026 is a critical year to prove sustai…
Amazon is negotiating a potential $10 billion investment in OpenAI, aiming to leverage AI advancements and its own Trainium chips to compete in the growing AI infrastructure market.