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Microsoft secured a lease for a major Texas AI data center project after Oracle and OpenAI exited talks, signaling strong investment in AI infrastructure amidst growing demand for computing power.
Yotta Data Services will build a $2B AI computing hub in Asia using Nvidia's Blackwell Ultra chips, expanding AI infrastructure amid rising demand and US export controls reshaping the supply chain.
AMZN-backed AI firm Anthropic plans major New York office expansion amid rising AI demand, signaling accelerated growth and potential IPO soon.
NVIDIA sees strong AI-driven growth with data center revenues up 66% YoY amid expanding demand for GPUs powering generative AI, boosting confidence in a robust upward trend.
NVIDIA sees exponential demand driven by advanced AI technologies and strong supply chain readiness, launching the Vera Rubin platform in H2 with stable gross margins amid robust order momentum.
Nvidia plans to expand capacity amid interest from Alibaba and ByteDance for H200 chips, but Chinese import approvals remain uncertain, pressuring shares down 2.3%.
Microsoft announces a $10 billion AI-focused data center project in Portugal, strengthening its cloud infrastructure and positioning Europe for a generative AI surge.
Nvidia's market value plunged $440 billion over three days amid tech selloff concerns, despite its vital role in AI infrastructure and OpenAI partnerships.
Microsoft's Azure ND GB300 v6 virtual machines set a new AI inference speed record, showcasing a 27% performance gain and strengthening its leadership in AI infrastructure with Nvidia and Meta partne…
Amazon shares jumped to a record high following a $38 billion multiyear cloud deal with OpenAI, boosting AWS’s role in AI infrastructure and promising increased demand for generative AI services.
Verizon partners with Amazon Web Services to build fiber routes enhancing AI cloud infrastructure, highlighting growth in AI-driven cloud demand and capital spending among major providers including A…
Anthropic partners with Alphabet to train Claude AI models using Google Cloud's extensive computing resources, highlighting strong demand and investment in generative AI infrastructure.
Amazon stock jumped after Anthropic’s $183B valuation and funding round, boosting expectations that AWS will capture sizable AI infrastructure revenue and drive future growth.