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Massive capital expenditure into AI computing infrastructure continues to surge, highlighting relentless demand for compute capacity. While heavy capex poses return risks, near-term payback periods r…
Nvidia reported a blowout earnings call, with CEO Jensen Huang expressing extreme confidence in the company's central role in the AI revolution. Despite after-hours volatility, demand continues to ou…
Anthropic signed $19B in compute deals with Riot Platforms and startup Volta Infra, bypassing traditional hyperscalers. Nvidia, an investor in Volta and key chip supplier, benefits from expanding AI …
Iren's cautious capacity strategy is validated by Meta's Zuckerberg, who noted high demand and premiums for compute. While competitors lock up long-term deals, Iren's patience preserves valuable futu…