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CoreWeave expands AI cloud infrastructure into Indonesia with three new data centers, adding 360MW of power. Highlights continued surge in AI compute demand globally, benefiting chip suppliers and cl…
Meta announced a massive $27 billion cloud deal with Nebius, boosting Nebius' stock by 15% and signaling strong growth prospects in AI cloud infrastructure, supported by Nvidia and Microsoft partners…
Meta plans to cut 20% of its workforce to fund aggressive AI investments, including costly cloud infrastructure deals, aiming to strengthen its position despite internal challenges with its AI model …
Nebius secures a $27 billion AI cloud deal with Meta, strengthening its position among cloud providers, alongside Microsoft contracts. More large deals are expected.
Oracle's Q2 revenue and operating income slightly missed expectations amid heavy debt from AI data center investments. Despite pressure, the company secured massive cloud contracts, including deals w…
Microsoft plans major AI data center expansions and forecasts strong fiscal 2026 revenue growth, while Meta secures a $14.2 billion multi-year deal with AI infrastructure provider CoreWeave, signalin…
CoreWeave secured major cloud capacity deals with Meta and OpenAI, highlighting growth in AI infrastructure. Microsoft expands its AI cloud dominance with a $17.4 billion contract with Nebius, emphas…
Nvidia shares rose after reports CoreWeave will supply Meta up to $14.2B in AI compute using Nvidia GB300 systems and multiple banks raised price targets, citing improving component supply and sustai…
CoreWeave signed a multiyear AI cloud infrastructure deal with Meta worth up to $14.2 billion through 2031, lifting CoreWeave shares while Meta dipped on the large external AI spending commitment.
Nvidia will invest up to $100 billion in OpenAI and supply data-center chips; the article catalogs multiple recent multi-billion AI, cloud and chip deals involving Meta, Google, Microsoft, Intel and …
Oracle is reportedly in talks to provide Meta with nearly $20 billion in multi-year cloud computing services to train and deploy AI models; deal could grow and terms remain uncertain.
Oracle is reportedly in talks to provide Meta with a multi-year cloud computing deal worth nearly $20 billion to train and deploy AI models; terms may change and the total could rise, per Bloomberg.
Oracle is in talks with Meta on a potential $20 billion AI cloud computing deal that could accelerate Meta's AI deployments and shift cloud demand dynamics.
Alphabet (GOOGL) hits all-time highs after a beat in Q2 results, strong Google Cloud and AI growth, and major partnerships including a reported $10B Meta cloud deal and ties with NVIDIA and Apple.