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Anthropic signed a $45B cloud deal with Nscale using Nvidia's chips, adding to agreements with AMD, Amazon, Google, and Microsoft. This aggressive infrastructure expansion supports their massive $2T+…
SpaceX's first earnings call revealed tripling AI revenue and $15.8B quarterly capex on Nvidia chips, though shares fell 9% on cash-burn concerns. Massive continued Nvidia chip purchases signal stron…
Roth Capital raised Amazon's price target, citing AWS growth and margin improvements despite planned job cuts and retail sales pressures.
Meta plans $500B investment in data centers and a $20B cloud deal with Oracle, aiming to boost AI capabilities and maintain growth supported by disciplined spending and favorable borrowing costs.
Big Tech AI investments face investor skepticism despite strong private funding; Microsoft and Nvidia shares dipped while Meta avoided forced divestitures, signaling cautious but ongoing confidence i…
Meta Platforms secures multi-billion dollar deals to expand AI infrastructure and data center capacity, underlining its commitment to advanced computing and growth in AI capabilities.
Nvidia will invest up to $100 billion in OpenAI and supply data-center chips; the article catalogs multiple recent multi-billion AI, cloud and chip deals involving Meta, Google, Microsoft, Intel and …
Microsoft raised its quarterly dividend; Alphabet outperformed Nvidia YTD. China accused Nvidia of antitrust violations, while Nvidia’s CoreWeave deal and Tesla’s $1B insider buy lifted market moment…