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Dan Loeb's Third Point disclosed holdings in Hut 8 shares and Riot Platforms debt. The article highlights execution risks in both firms' AI infrastructure buildouts, noting Riot delivered 25 megawatt…
Emerald AI secured $150 million with backing from NVIDIA to address AI data center power constraints. Partnering with Digital Realty, they are developing a 100-megawatt Virginia facility due online t…
Palo Alto Networks reported strong fiscal fourth-quarter results beating estimates, with revenue surging 34% to $3.41 billion. CEO Nikesh Arora highlighted an emerging $1 trillion cybersecurity infra…
Alphabet plans a $15.1 billion investment in Finnish AI infrastructure, featuring three data centers and nuclear power agreements, while projecting 2026 capex near $200 billion. The surging buildout …
Nvidia CEO Jensen Huang projected sustained AI demand, forecasting roughly 70% revenue growth in 2027. He unveiled pricing details for the upcoming Vera Rubin platform at approximately $40,000 and hi…
The UAE is decentralizing its $30B, 5GW 'Stargate' AI data center project across the nation due to regional geopolitical threats from Iran. The report noted previous Iranian attacks against Amazon We…
Oracle confirmed massive full-year CapEx of $90 to $95 billion, sparking double-digit rallies across AI server makers HPE and Dell. The aggressive hyperscaler spending reaffirms robust demand for AI …
Meta shares gained over 1% as mega-cap tech rallied. The company is holding meetings with European bond investors to explore debt financing for AI infrastructure. Short-term technical indicators show…
Oracle validated Nvidia's hardware longevity thesis, reporting that four-year-old GPUs renewed at a 20% premium with 97.9% utilization. Delivering over 300,000 GPUs and closing $30 billion in AI cont…
Piper Sandler initiated NVIDIA with an Overweight rating and $300 target. CEO Jensen Huang reiterated expectations of 70% annual revenue growth, while higher projected pricing for future Vera Rubin s…
Microsoft plans to more than triple its data center capacity to over 38 gigawatts by 2032. The aggressive expansion aims to resolve severe server shortages that previously forced the company to turn …
AI data center infrastructure spending remains robust across physical layers including networking, cooling, and GPU cloud capacity. CoreWeave, Vertiv, and Arista show massive demand driven by AI clus…
CNBC trader Mike Khouw outlined a bullish long-term options strategy on Vertiv Holdings, citing surging AI data center demand for power and cooling equipment. Strong earnings growth and expanding mar…
Super Micro Computer reported strong Q4 results and raised fiscal 2027 revenue guidance to $65–$72 billion on a $60 billion order backlog. Massive demand for AI infrastructure and server deployments …
Amazon's AWS revenue surged 37% year-over-year, its fastest growth in 18 quarters, driven by a $496 billion backlog. CEO Andy Jassy highlighted massive multi-gigawatt Trainium chip commitments from A…
A market report highlights five S&P 500 Dividend Aristocrats benefiting from AI infrastructure demand: Caterpillar, Emerson Electric, Honeywell, NextEra Energy, and Realty Income. These companies pro…
Goldman Sachs chief economist Jan Hatzius warns that aggressive corporate AI spending will inevitably slow down after the current build-out phase. Despite eventual deceleration risks, PwC projects gl…
Alphabet shares have pulled back over 7% despite 24% revenue growth, creating an attractive valuation at 15 times earnings. Massive 82% Cloud revenue expansion and a $460 billion backlog reinforce st…
Multiple U.S. states are reconsidering or cutting data-center tax exemptions amid surging electricity grid costs and limited job creation. The shift threatens to raise capital expenditures, complicat…
Palantir and NVIDIA announced a partnership integrating NVIDIA Nemotron open models into Palantir AIP to optimize complex supply chains. Starting with NVIDIA's own production of Vera Rubin AI racks, …