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Microsoft plans to more than triple its data center capacity to 38 gigawatts by 2032, expanding AI silicon capacity to 13 gigawatts. Backed by solid cloud demand, the company also plans to extend lea…
Oracle shares gained after reporting first-quarter results that helped alleviate market concerns regarding its revenue reliance on OpenAI, signaling sustained enterprise appetite for cloud and AI inf…
Google signed its first nuclear energy agreement with Fortum to extend Finland's Loviisa reactor through 2050, committing 13 billion euros to AI infrastructure to secure round-the-clock power amid su…
Nvidia is partnering with Australian cloud providers, including IREN and Sharon AI, to build up to 2GW of AI computing capacity by 2027. The project deploys Nvidia DSX infrastructure across multiple …
AI hardware providers and hyperscalers remain top investment picks amid massive demand for computing infrastructure. Nvidia continues to capture surging GPU sales, while Amazon and Alphabet experienc…
Amazon demonstrates superior financial strength, low debt, and attractive valuation compared to speculative growth stocks like DraftKings. With $716.9 billion in FY 2025 revenue, expanding net margin…
Microsoft reorganized its financial reporting into two segments and disclosed Azure's standalone revenue for the first time, reaching $101.9 billion with 40% growth. While top-line Azure clarity impr…
A federal judge denied Entergy Arkansas's request to block reporting on confidential documents detailing Google's $4 billion data center. Disclosed filings reveal Google will pay $526 million toward …
Amazon is ramping up AI infrastructure with 2026 capex projected at $220 billion, tapping European debt markets. Despite robust 37% AWS revenue growth, massive spending has temporarily pushed trailin…
Amazon is aggressively expanding AI and logistics infrastructure, boosting 2026 capex to ~$220B. While this drives growth and price target upgrades, it raises debt risks and regulatory scrutiny.
While Marvell (not rated) reports earnings, strong AI data center demand indicated by Nvidia's results and rising capex for AI infrastructure benefit major tech players.
Nebius Group reported a 454% surge in Q2 revenue driven by massive demand for Nvidia Blackwell GPU cloud infrastructure. Despite high capex and debt, the firm's capacity auctions and multi-year backl…
Pershing Square highlights Microsoft as an attractive long-term opportunity, noting its decade-low valuation multiple. Despite market concerns over AI disruption and high capital expenditure, the fun…
Oracle's cloud infrastructure surged with $638 billion in RPO, up 363% year-over-year. Offering multicloud database integration across AWS, Azure, and Google Cloud, Oracle presents compelling cloud v…
CoreWeave's Q2 earnings preview highlights raised hyperscaler capex forecasts (Oracle, Microsoft, Amazon, Alphabet) to $811B-$1.1T, signaling robust AI infrastructure demand benefiting chipmakers and…
Article compares Amazon and Alibaba as AI infrastructure plays. Amazon has stronger ecosystem integration and safer AI story via AWS, while Alibaba offers cheaper valuation but faces regulatory risks.
Amazon is exploring selling its proprietary AI chips to external data centers. This strategic expansion aims to capture market share from Nvidia by diversifying Amazon's semiconductor business beyond…
Microsoft has officially declared its support for a new data center energy bill, signaling the company's commitment to securing the infrastructure necessary for its expanding cloud and AI operations.
Microsoft is aggressively increasing AI and data-center capital expenditures to meet demand, which pressures free cash flow. While long-term growth potential remains strong, the higher spending on in…
Alphabet is expanding its AI infrastructure business by leasing Google TPUs to Anthropic for a new data center project. This strategic pivot aims to monetize custom silicon, reduce reliance on extern…