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Broadcom shares rose 4% amid surging AI infrastructure spending expectations. Catalysts include Alphabet's increased AI investment, Nvidia's praise for networking hardware, and Anthropic’s IPO filing…
Nvidia’s expansion into PC chips signals a transition in the AI market toward full-stack integration. Experts highlight that the AI trade is diversifying, benefiting architectural leaders and network…
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…
Microsoft secured a $17.4 billion deal with Nebius for GPU capacity, supporting Azure's AI infrastructure growth amid industry expansion and competitive pressures from Nebius and CoreWeave.