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Nebius and IREN highlighted differing AI infrastructure strategies, posting strong compute growth. Nebius secured a $27 billion Meta agreement, while IREN pivoted from crypto mining backed by a $3.4 …
Meta may spend $62B with CoreWeave and Nebius while simultaneously building a competing cloud service to sell spare AI capacity, pressuring both neocloud providers' future contracts and pricing power.
O'Keeffe Stevens Advisory trimmed Qualcomm (QCOM) and Corning positions in Q2 after strong rallies. They are cautious on software volatility but positive on Qualcomm's AI diversification, specificall…
AI-related tech debt issuance hit $489B in 2026, surpassing 2025's $322B. Amazon, Alphabet, and Meta raised billions to fund AI infrastructure, while Oracle's ballooning debt and S&P downgrade highli…
Meta is in preliminary talks to lease up to $10 billion in computing capacity to Anthropic, marking a potential strategic shift into the AI cloud market.
Meta Platforms has secured a significant AI computing partnership with Crusoe, aiming to obtain 1.6 gigawatts of capacity. This infrastructure expansion strengthens Meta's long-term artificial intell…
Meta Platforms is aggressively expanding its AI infrastructure by securing 1.6 GW of computing capacity through new deals with data center developer Crusoe in Texas and Missouri, further solidifying …
Meta Platforms has secured agreements with Crusoe for 1.6 gigawatts of AI computing capacity across Texas and Missouri data centers, aligning with its $600 billion U.S. infrastructure expansion plan.
Meta is launching 'America's Workforce Academy' to train data center technicians, supporting its massive $600 billion U.S. infrastructure expansion. By addressing the skilled labor shortage, the comp…
Google and Meta reported strong Q1 earnings with robust AI infrastructure demand and increased capital expenditure forecasts for 2027, positioning Broadcom as a key beneficiary of accelerating custom…
Meta increased capex for AI infrastructure expansion, boosting demand for networking suppliers. The company launched privacy features, offered free WhatsApp API access to competitors under EU antitru…
Nvidia CEO forecasts $1 trillion in data center hardware sales by 2027, driven by strong AI demand and new AI server shipments, signaling robust growth despite geopolitical risks affecting the broade…
Meta signed a $27 billion five-year deal with Nebius for AI infrastructure, expanding its data center capacity using Nvidia's next-gen platform, bolstering its AI computing capabilities amid surging …
Big tech firms including Amazon, Google, and Meta are aggressively raising debt to fund massive AI infrastructure investments, signaling confidence but increasing leverage amid AI spending boom conce…
Regulators warn that AI infrastructure financing, heavily driven by private credit funds linked to Meta, Tesla, and Nvidia, is opaque and risky, with liquidity and valuation concerns posing potential…
Meta expands its AI infrastructure by leasing Google's AI chips alongside Nvidia and AMD, signaling a diversified and flexible compute strategy for future AI model training.
Meta boosted its AI capabilities via a multiyear AMD chip deal, signaling strong growth potential despite tariff uncertainties that pressure Bitcoin and spark price cuts in pharma.
Meta expands its AI infrastructure collaboration with AMD, planning a multi-year deployment of custom GPUs and processors starting in late 2026 to boost AI capabilities and diversify compute resource…
Meta Platforms signed a long-term agreement with Oklo to expand data centers powered by advanced nuclear reactors, supporting its AI growth. The deal boosts Oklo's credibility but faces extended regu…
Nvidia rose 2.2% after Meta announced a long-term AI data center partnership using Nvidia chips, highlighting strong AI market potential despite investor concerns over AI infrastructure spending prof…