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Hyperscale Data shut down its Michigan bitcoin mining facility to pivot toward AI infrastructure. The company liquidated 830 BTC worth $53 million over five weeks to fund the transition, keeping 275 …
Hyperscale Data is in advanced talks for a $1 billion AI services deal, prompting it to phase out Bitcoin mining at its Michigan campus to prioritize higher-margin AI compute colocation.
Bitcoin has tumbled below $62,000 amid 13 consecutive days of institutional ETF outflows totaling $4.33 billion. Analysts attribute the decline to a massive capital rotation from crypto into AI infra…
Nvidia CEO Jensen Huang defended the profitability of AI, dismissing bubble concerns. He highlighted that AI's value creation has evolved beyond chips, now encompassing power, infrastructure, and div…
Nvidia shares face pressure as investors rotate into other AI infrastructure segments despite the company's dominant GPU position. While CEO Jensen Huang remains bullish on AI ROI and Morgan Stanley …
HIVE Digital reported a 331 BTC reduction in holdings despite a 158% revenue surge. Rising operational costs and aggressive investments in AI-focused high-performance computing (HPC) are pressuring n…
Nvidia CEO Jensen Huang highlighted the critical role of Marvell Technology's optical networking in AI infrastructure. Huang’s public endorsement of Marvell as a future trillion-dollar company and hi…
DMG Blockchain is pivoting its Christina Lake mining facility toward AI infrastructure, signing a non-binding letter of intent to provide 50MW of capacity for AI colocation. This shift highlights a b…
NVIDIA shares declined 1.33% amid strong AI competition from Micron Technology, which surged 600%+ this year. While NVIDIA remains dominant in GPUs, Micron's HBM chip supply constraints and pricing p…
Bitcoin struggles to recover as U.S. real yields rise and mining hashrate declines, with major buyers pausing purchases amid shifting capital to AI infrastructure.
William Blair downgrades several software stocks due to AI-driven sector uncertainty but maintains Microsoft as Outperform, citing strong AI adoption and Azure growth.
NVIDIA launched the Vera CPU, the first processor built for agentic AI and reinforcement learning, offering 50% faster performance and double efficiency. It targets large-scale AI workloads with key …
Nvidia prepares to unveil next-gen GPUs and integration of Groq at GTC 2026, focusing on heterogeneous computing and AI infrastructure innovation amid mixed retail sentiment.
Nvidia's CEO Jensen Huang will address AI demand and platform shipments at GTC amid investor concerns of growth slowing post-2026. The company is shifting toward a full-stack AI infrastructure, with …
Cloud giants Alphabet, Amazon, and Meta boost development of proprietary AI chips, challenging Nvidia's dominance as demand shifts towards energy-efficient, task-specific processors for evolving AI w…
Apple plans to enhance Siri using Google's Gemini AI and cloud infrastructure to boost AI capabilities while preserving privacy, signaling a strategic shift to remain competitive amid heavy AI invest…
CleanSpark reported a 102% revenue increase for fiscal 2025, shifting toward AI compute infrastructure while expanding bitcoin holdings to over 13,000 BTC, signaling strong growth prospects in bitcoi…
Bitcoin miners are pivoting to AI and high-performance computing, driving their shares to outperform Bitcoin itself. The sector benefits from higher profitability in AI infrastructure amid Bitcoin’s …
Nvidia invested in Quantinuum, signaling a strategic pivot toward commercial quantum computing and validating the sector; the move could boost Honeywell and pure-play quantum stocks while reinforcing…
Bitcoin rebounded to $112,000 as miners sold 4,207 BTC (~$485M) over 12 days; hashrate nears record highs and fundamentals remain resilient despite weaker miner profitability and AI-driven pivots.