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Oracle posted strong Q1 earnings, driven by a 121% surge in cloud infrastructure revenue and over $30 billion in new AI bookings. Management highlighted that AI training and inferencing demand contin…
Nvidia plans a massive AI infrastructure expansion in Australia, aiming to build up to 2 gigawatts of computing capacity by 2027 with local partners. The ambitious project exceeds Australia's current…
Caterpillar reported record Q2 revenue of $20.54 billion and EPS of $8.17, driven by a 92% year-over-year surge in backlog to $72 billion. Rapidly expanding AI data center power generation needs are …
ChronoScale announced plans with Microsoft to deploy a 50 MW AI infrastructure buildout using NVIDIA GB300 systems. While offering Microsoft flexible compute capacity without heavy capital ownership,…
Jim Cramer urged NVIDIA to enact a massive $500 billion share buyback, arguing shares undervalue its robust earnings power. However, the analysis highlights mounting risks, including NVIDIA's credit …
Billionaire hedge funds heavily accumulated data center infrastructure plays Vertiv and Equinix in Q2. Surging AI power and cooling demands, driven by Nvidia's transition to 800V direct current archi…
PwC forecasts cumulative global AI spending will reach $31 trillion by 2050, indicating the artificial intelligence buildout remains in its early stages. This massive capital expenditure supports bro…
AMD is expanding its AI footprint in Saudi Arabia alongside Cisco and HUMAIN. Powered by Instinct MI355X GPUs and EPYC CPUs, the partnership targets 250 megawatts of AI infrastructure by 2027 and up …
IREN reported strong AI infrastructure momentum, securing $4B in contracted ARR and delivering Horizon 1 to Microsoft. Rapidly expanding AI token usage and huge GPU financing underline persistent, st…
Jim Cramer argues political pushback against data center construction will eliminate speculative builders, reducing soaring resource costs and giving tech hyperscalers like Microsoft, Amazon, and Alp…
Gorilla Technology tumbled 11% despite doubling first-half revenue and raising guidance, pressured by widening EBITDA losses and execution risks across multi-country data center projects. Broader tec…
Microsoft's upside is driven by rapid data center expansion to fulfill an enormous $678 billion commercial order backlog. With demand consistently exceeding capacity, accelerating Azure growth, and s…
SpaceX reported massive AI infrastructure spending, claiming superior capital efficiency and shorter payback periods than hyperscalers. However, analysts remain skeptical of its engineering moat, not…
Oracle's falling forward P/E hinges on unfinished data-center buildout, not margin expansion. Massive capex ($70B) and 39% revenue growth assumptions signal heavy AI infrastructure spending, benefiti…
AIRR ETF's top holdings (Comfort Systems, EMCOR, Sterling, Powell) show record backlogs tied to hyperscaler data center capex. Microsoft, Meta, Alphabet, and Amazon's 2027 capex guidance is the key d…
IREN shares jumped 6% after Microsoft accepted its Horizon 1 AI data center under a $9.7B cloud deal, triggering monthly invoicing. NVIDIA's Exemplar Cloud status validates the GB300 NVL72 deployment…
Nvidia plans $500B investment in neocloud partners with Apollo, BlackRock, and Blackstone, boosting AI infrastructure demand and chip sales, while pressuring legacy cloud providers like Oracle throug…
Bullish thesis on IREN Limited highlights its pivot to AI Cloud infrastructure, $3.4B NVIDIA contract, Microsoft partnership, and 5GW power capacity, though execution risks and high short interest re…
Oracle's AI infrastructure build-out is compressing gross margins (down to ~66%) despite massive $638B RPO growth. Capital spending of $70B exceeds trailing revenue, funded by new debt/equity, while …
Oracle's AI cloud backlog hits $638B, but concerns grow that major customer OpenAI may not fulfill its ~$300B commitment. High debt and slow RPO-to-revenue conversion cast doubt on Oracle's near-term…