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FingerMotion surged after announcing a pivot toward natural-gas-powered modular AI data centers to bypass power grid bottlenecks. Despite investor hype surrounding its off-grid compute strategy and n…
Vertiv reports booming demand and expanded power/thermal content per megawatt in AI data centers, specifically for Nvidia GB 300 rack deployments. Despite short-term delivery delays shifting revenue …
Crossroads Capital's Q2 letter highlights AI infrastructure provider Nebius, noting $46B in committed contract value from Microsoft and Meta, alongside a $2B equity stake and priority silicon access …
SpaceX closed a $60 billion acquisition of AI coding platform Cursor, accelerating its aggressive push into AI infrastructure. The company reported surging Q2 AI revenue and massive capex into AI com…
The era of the Magnificent Seven tech stocks dominating the market is ending due to heavy AI-related capital spending lowering margins and AI undermining traditional competitive moats, with investors…
Amazon plans a $10 billion investment in OpenAI to boost its Trainium AI chips, potentially reducing Nvidia and Broadcom hardware demand while advancing Amazon's AI infrastructure independence.
Schneider Electric launches new AI data center reference designs collaborating with NVIDIA, potentially boosting NVIDIA's AI hardware demand and industry presence.
Elon Musk’s xAI raised $10 billion at a $200 billion valuation via debt and strategic equity, funding AI infrastructure and data center expansion amid intense competition.
Report says OpenAI plans to cut revenue sharing with commercial partners like Microsoft from 20% to about 8% by decade's end, reducing Microsoft payouts and prompting renegotiation over server rent a…
OpenAI is planning gigawatt-scale data centers including a possible one-gigawatt site in India, potentially driving massive Nvidia hardware orders (~$35B per site) and strengthening demand despite fi…