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Strong multiyear revenue projections from Nvidia and Broadcom, alongside accelerating cloud growth at Amazon, Microsoft, and Alphabet, signal that the AI infrastructure rally remains well supported b…
Amazon has secured a multibillion-dollar, long-term supply agreement with Corning to bolster its U.S. data center network with advanced fiber optic infrastructure. This strategic move aims to scale A…
Amazon is launching a massive $10 billion investment in Europe to enhance fulfillment speed through robotics and infrastructure upgrades by 2027. Additionally, the company is bolstering its North Ame…
AMD shares rallied toward record highs, nearing a $900 billion valuation, as investors shrugged off Nvidia's recent competitive announcements. Strong demand for AI-driven CPUs and bullish analyst out…
IREN secured $3.65 billion in investment-grade financing to fund its AI infrastructure buildout. This capital, largely backed by a major cloud contract with Microsoft, addresses prior analyst concern…
Alphabet is partnering with EQT to provide AI tools and cybersecurity services to over 300 portfolio companies. This strategic move accelerates Google Cloud's market penetration and transition from A…
Amazon's 2026 AGM highlighted strong financial growth and substantial AI/infrastructure investments. All board proposals passed, though shareholders rejected governance, climate, and AI oversight ini…
Google Cloud launches Agent Sandbox on GKE for public availability, enhancing AI agent development capabilities and expanding its cloud infrastructure offerings.
Alphabet's Google and Blackstone form AI cloud venture with $5B initial equity investment to deploy 500MW data centre capacity by 2027, offering TPU access via compute-as-a-service model.
Evercore raised Microsoft's Azure AI revenue forecast to $25.7B by 2026, anticipating strong growth despite competition and supply constraints. New data center leases and positive analyst outlook sup…
Google advances AI hardware with cost-effective TPUs, boosts German data infrastructure investments, achieves quantum computing benchmarks, expands AI data center cooling, and enhances sustainability…
Meta plans to cut 20% of its workforce to offset heavy AI spending while aiming for productivity gains. Despite lagging AI model Avocado, the cost savings could boost earnings. Meta battles industry …
Amazon raised $36.81 billion via senior notes to fund $200 billion in capital expenditures, mainly expanding AWS data centers after its Q4 results.
Microsoft is negotiating to lease a major Texas data center after Oracle exited the deal, signaling expansion in its cloud infrastructure.
Amazon plans to invest an additional €18 billion in Spain to expand data centers and enhance AI innovation, raising its total investment there to €33.7 billion.
Amazon is expanding its AI infrastructure by acquiring George Washington University's Virginia campus for $427 million to build a new data center, reflecting continued heavy investment in data center…
Morgan Stanley expects Amazon to benefit long term from AI adoption, especially via AWS and AI-driven commerce, forecasting significant revenue growth as infrastructure capacity improves.
NVIDIA, a visionary, founder-led tech giant, leads in AI and GPU innovations, benefiting from expanding data center demand and strong cloud provider partnerships, supporting a positive near-term inve…
Amazon shares rallied over 1% after a nine-day decline amid heavy AI-related capital expenditure plans. CEO defends investments, expecting long-term returns as AWS expands cloud and AI infrastructure.
NVIDIA projects record Q4 fiscal 2026 revenues exceeding $65 billion, driven by strong data center demand fueled by AI chip adoption and expanded cloud infrastructure investments.