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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…
Amazon's high valuation and rising capital expenditures raise concerns, but a major collaboration with BlackRock on AWS supports a mildly positive outlook.
Microsoft plans a 30% capital spending increase driven by AI and data centers, raising 365 subscription prices amid competition from Amazon and Alphabet in AI chip development.
Google plans a $15 billion AI data center in India, while Amazon announces $12.7 billion cloud investment; Reliance joint venture commits $11 billion towards a major AI-native data center campus by 2…
South Korea aims to build sovereign AI capabilities, securing 260,000 Nvidia GPUs to expand AI infrastructure and reduce dependence on the US and China in AI technology. This move supports Nvidia’s s…
Microsoft invests heavily in AI infrastructure despite regulatory challenges and rising power costs; close reliance on CoreWeave raises counterparty risk concerns.
Amazon plans significant AI investments through 2027, highlighting cost discipline. Meanwhile, a patent lawsuit alleges infringement in streaming tech, possibly impacting operations.
JPMorgan highlights Microsoft's $9.7B contract with IREN as key to AI-cloud growth, projecting strong long-term returns despite execution risks and capital needs from rapid GPU expansion.
Sequoia Capital's managing partner Roelof Botha steps down, with Alfred Lin and Pat Grady taking over. Venture funding rises 38% in Q3 2025, highlighting a healthy investment climate for tech firms l…
Cipher Mining's $5.5B lease with Amazon Web Services and Google's $1.4B-backed AI hosting deals highlight rapid expansion in AI infrastructure, boosting Amazon, Google, and Microsoft’s cloud growth p…
Amazon secured a $38 billion multi-year deal to supply OpenAI with AWS cloud services, boosting its AI infrastructure role and driving a 5% premarket share rise amid growing AI industry demand.
Alphabet's Q3 2025 expects steady growth fueled by AI initiatives in Search, YouTube, and Cloud, despite rising AI investment costs and fierce competition.
Reliance Intelligence and Facebook (META) form a joint venture with significant investment commitments, holding 70% and 30% stakes respectively.
Microsoft and Nvidia-backed Nscale have secured a $14B deal to deploy over 200,000 Nvidia GPUs, significantly expanding AI infrastructure across multiple regions and supporting Nscale’s IPO plans nex…
Microsoft and Nvidia join BlackRock in a $40 billion consortium acquiring Aligned Data Centers, targeting AI infrastructure expansion with significant capital deployment planned through 2026.
Microsoft plans to rent NSCALE AI data center capacity in Portugal, indicating strategic investment in AI infrastructure expansion.
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…