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Nvidia is partnering with Australian cloud providers to develop up to 2 gigawatts of AI factory capacity by 2027. The project deploys Nvidia's DSX infrastructure across multiple sites, locking operat…
Amazon's AWS partnered with Qualcomm on a multi-generation custom AI inference silicon deal. Qualcomm jumped 5%, while Broadcom gained 3% as markets interpreted the expansion as broad validation for …
The iShares A.I. Innovation and Tech Active ETF (BAI) has significantly outperformed the S&P 500 since its launch in October 2024, driven by its concentrated portfolio of top AI semiconductor and hyp…
Alibaba shares dropped 8% following a $10.21 billion share placement priced at an 8.4% discount to finance artificial intelligence infrastructure and expansion. The massive capital raise highlights e…
Google is reportedly collaborating with AMD to develop its future 10th-generation Tensor Processing Unit (TPU). The partnership would leverage AMD's packaging, networking, and CPU expertise, helping …
Amazon reported a significant Q2 earnings beat, with revenue of $200.61B versus the $196.46B estimate and EPS of $5.75 versus $1.82 expected. CEO Andy Jassy cited 'striking' AI demand extending into …