Market context
Follow the story. See which markets it affects. Explore the context.
At a Goldman Sachs conference, NVIDIA CEO Jensen Huang projected AI infrastructure spending could reach $4 trillion by 2030. Huang expressed confidence in 70% revenue growth, highlighted rising chip …
Nvidia announced plans targeting up to two gigawatts of Australian AI infrastructure by 2027. Despite expanding its sovereign AI footprint, shares fell 2.5% as investors noted the ambition lacks book…
CoreWeave's AI cloud revenue backlog surged 246% year over year to $104.2 billion, supported by multi-year commitments including a $21 billion deal expansion with Meta Platforms through 2032. Despite…
Big Tech's AI data center expansion faces mounting headwinds from severe power equipment shortages. Multi-year backlogs for transformers and substations, compounded by import bans on Chinese equipmen…
Amazon Web Services plans to deploy two million additional Nvidia GPUs across its global infrastructure over the next two years. The expanded partnership includes Nvidia Vera CPUs, government-focused…
Artisan Partners praised TSMC's robust 41% revenue growth and 66% gross margin expansion, citing tight advanced manufacturing capacity and intense AI demand. The fund expects sustained profit cycles,…
Citizens reiterated a Market Outperform rating and $315 price target for Amazon, driven by surging AI compute demand from OpenAI and Anthropic. Strong cloud infrastructure utilization and constructiv…
Nvidia will be the sole AI computing infrastructure provider for SB Energy's massive Ohio campus powering OpenAI workloads. The project plans up to 8 gigawatts of capacity, with Nvidia investing $1.5…
OpenAI inked a 10-gigawatt Ohio data-center deal with SoftBank's SB Energy, backed by Nvidia. Nvidia secured exclusive chip provider rights for the first 5-gigawatt phase, agreed to a risk-mitigated …
IREN successfully delivered its first AI Cloud deployment (Horizon 1) to Microsoft, marking a significant milestone in their $9.7 billion contract. The successful deployment highlights IREN's operati…
AMD plans to invest up to GBP 2 billion over five years in the UK to boost AI innovation. The company is partnering with Imperial College London, Dell, and the University of Cambridge to expand resea…
Broadcom CEO Hock Tan is pivoting away from an acquisition-heavy strategy, prioritizing organic growth driven by soaring AI infrastructure demand. Despite recent share price volatility following fore…
Nvidia partners with major power firms to develop AI factories using energy-efficient tech, integrating power generation and grid services to accelerate AI deployment and support electricity systems.
Nvidia will invest $2 billion in Nebius to expand AI cloud computing capacity, supporting Nebius's growth and reinforcing Nvidia’s position in AI infrastructure alongside large contracts from Microso…
AMD and Meta announce a five-year $60 billion AI chip partnership, with AMD supplying GPUs and processors, and Meta potentially acquiring a 10% stake tied to milestones.
Alphabet, Amazon, Meta, and Microsoft plan nearly $650 billion in 2026 capital spending to expand AI infrastructure, causing mixed market reactions due to uncertain returns and significant resource d…
Amazon shares fell 7.8% after forecasting a 50%+ surge in capital expenditures for AI infrastructure, intensifying investor skepticism amid a tech selloff. Microsoft's strong capex and Nvidia's gains…
Alphabet plans to more than double its 2026 capex to $175-$185 billion, focusing on AI infrastructure, driving growth amid broader tech sector volatility and cautious market sentiment ahead of Amazon…
Alphabet's doubled AI capital expenditure boosts Broadcom and Nvidia stocks, driven by in-house TPU development and expanded AI infrastructure investment. Nvidia gains from ongoing chip use alongside…
South Korea and UAE partner on Stargate, a large AI data campus involving Nvidia, Oracle, and others, signaling growth in AI infrastructure outside the US despite export restrictions.