#ai-infrastructure

[ follow ]
#stock-market #data-centers #investment #nvidia #oracle #openai #coreweave #data-center #earnings-growth #amazon
#coreweave
Venture
from24/7 Wall St.
15 hours ago

CoreWeave's Winning Streak Goes to 3: Jane Street to Spend $6 Billion for AI Cloud Access

Tech giants are investing heavily in AI infrastructure, with CoreWeave emerging as a key player through significant commitments from firms like Jane Street and Meta.
Tech industry
fromnews.bitcoin.com
4 days ago

AI Cloud Provider Coreweave Secures Anthropic Agreement for Claude Workloads

Coreweave signed a multi-year agreement with Anthropic to provide cloud infrastructure for AI model development and deployment.
Artificial intelligence
fromTNW | Anthropic
5 days ago

CoreWeave signs multi-year Anthropic deal as nine of ten top AI model providers join its platform

CoreWeave secured a multi-year deal with Anthropic for Nvidia GPU access, expanding its AI infrastructure capabilities significantly.
Venture
from24/7 Wall St.
2 weeks ago

Cramer: CoreWeave's $8.5B Financing Is a 'Landmark' Deal That AI Investors Can't Ignore

CoreWeave's $8.5 billion financing and credit rating upgrade signify a pivotal moment for AI infrastructure investment.
Venture
from24/7 Wall St.
2 weeks ago

CoreWeave Surges 8%, Nebius Gains 7%: AI Infrastructure Stocks Rally on Landmark Financing and Platform News

CoreWeave's stock rises 8% after closing an $8.5 billion financing, marking a significant milestone in AI infrastructure investment.
Venture
from24/7 Wall St.
15 hours ago

CoreWeave's Winning Streak Goes to 3: Jane Street to Spend $6 Billion for AI Cloud Access

Tech giants are investing heavily in AI infrastructure, with CoreWeave emerging as a key player through significant commitments from firms like Jane Street and Meta.
Tech industry
fromnews.bitcoin.com
4 days ago

AI Cloud Provider Coreweave Secures Anthropic Agreement for Claude Workloads

Coreweave signed a multi-year agreement with Anthropic to provide cloud infrastructure for AI model development and deployment.
Artificial intelligence
fromTNW | Anthropic
5 days ago

CoreWeave signs multi-year Anthropic deal as nine of ten top AI model providers join its platform

CoreWeave secured a multi-year deal with Anthropic for Nvidia GPU access, expanding its AI infrastructure capabilities significantly.
Venture
from24/7 Wall St.
2 weeks ago

Cramer: CoreWeave's $8.5B Financing Is a 'Landmark' Deal That AI Investors Can't Ignore

CoreWeave's $8.5 billion financing and credit rating upgrade signify a pivotal moment for AI infrastructure investment.
Venture
from24/7 Wall St.
2 weeks ago

CoreWeave Surges 8%, Nebius Gains 7%: AI Infrastructure Stocks Rally on Landmark Financing and Platform News

CoreWeave's stock rises 8% after closing an $8.5 billion financing, marking a significant milestone in AI infrastructure investment.
more#coreweave
#openai
London startup
fromwww.bbc.com
6 days ago

OpenAI pauses UK data centre deal over energy costs and regulation

OpenAI is pausing its UK data centre project due to high energy costs and regulatory concerns.
Tech industry
fromTechzine Global
16 hours ago

OpenAI scales back Stargate in Europe; Microsoft fills the gap

OpenAI will lease computing capacity through Microsoft instead of purchasing directly from Nscale's data center in Norway.
London startup
fromBusiness Matters
3 days ago

OpenAI doubles down on London with first permanent office despite Stargate U-turn

OpenAI's London headquarters emphasizes the importance of talent over infrastructure in the UK's AI sector.
London startup
fromwww.bbc.com
6 days ago

OpenAI pauses UK data centre deal over energy costs and regulation

OpenAI is pausing its UK data centre project due to high energy costs and regulatory concerns.
London startup
fromTheregister
6 days ago

OpenAI puts Stargate UK on ice over energy cost, regulations

OpenAI has paused its Stargate UK datacenter project due to regulatory and energy cost concerns, but plans to proceed when conditions improve.
London startup
fromEngadget
6 days ago

OpenAI 'pauses' its Stargate UK data center plan

OpenAI is pausing the Stargate UK project due to high energy costs and regulatory issues, despite recognizing the potential for AI in the UK.
more#openai
Venture
fromTNW | Investors-Funding
23 hours ago

FluidStack is in talks to raise $1B at an $18B valuation

FluidStack is negotiating to raise $1 billion at an $18 billion valuation, significantly increasing its worth due to a $50 billion partnership with Anthropic.
Business
from24/7 Wall St.
1 day ago

Bloom Energy Rockets 23% as Fuel Cell Tech Becomes the AI Data Center Power Play of 2026

Bloom Energy's stock surged 23% due to strong demand for its fuel cell technology among AI hyperscalers and cloud providers.
European startups
fromTechzine Global
1 day ago

Digital Realty invests 2 billion in Italian data centers

Digital Realty Trust plans to invest €2 billion in Italy, constructing data centers in Rome and Milan over the next five years.
Venture
from24/7 Wall St.
2 days ago

Ray Dalio's Latest Value Buys Are Turning Heads-Here's What Stood Out

Balancing risk with reward is crucial for building wealth, as demonstrated by Ray Dalio's investment strategies.
Business
from24/7 Wall St.
2 days ago

Stanley Druckenmiller Made 1 Huge Bet That Still Looks Attractive Today and Cut 2 Top Positions

Stanley Druckenmiller significantly increased his investment in Alphabet while reducing his holdings in healthcare stocks, indicating a shift in market focus.
#vertiv
Business
from24/7 Wall St.
2 days ago

Citi Raises Vertiv Price Target to $340 as AI-Driven Industrial Trends Stay Intact

Citi raised Vertiv's price target to $340, reflecting strong institutional confidence and bullish trends in AI-driven order momentum.
Business
from24/7 Wall St.
1 week ago

Vertiv Holdings (VRT) Stock Price Prediction

Vertiv's stock has risen 336.02% in the past year, with a price target of $279.48 indicating further upside.
Business
from24/7 Wall St.
2 days ago

Citi Raises Vertiv Price Target to $340 as AI-Driven Industrial Trends Stay Intact

Citi raised Vertiv's price target to $340, reflecting strong institutional confidence and bullish trends in AI-driven order momentum.
Business
from24/7 Wall St.
1 week ago

Vertiv Holdings (VRT) Stock Price Prediction

Vertiv's stock has risen 336.02% in the past year, with a price target of $279.48 indicating further upside.
more#vertiv
Venture
fromFortune
2 days ago

Tens of billions in days: CoreWeave shows how aggressively AI infrastructure is being funded | Fortune

CoreWeave secured significant funding through customer commitments and debt, highlighting aggressive financing in the AI infrastructure sector.
Venture
fromwww.businessinsider.com
2 days ago

Citi is stepping up its data center financing push and aiming to close the gap with Wall Street rivals

Citi aims to establish a leadership position in AI infrastructure, targeting $3 trillion in capital by 2030 to compete with Wall Street rivals.
Business
fromTechzine Global
2 days ago

TSMC on course for fourth consecutive record quarter

TSMC is expected to report a record €14.6 billion profit for Q1 2026, driven by strong demand for 3-nanometer chips.
Business
from24/7 Wall St.
4 days ago

Think It's Too Late to Buy Ciena? Here's the Case for Getting In Now

Ciena Corp's stock has surged 814% in a year, but analysts suggest it may be overvalued despite strong growth prospects.
#nvidia
Tech industry
from24/7 Wall St.
5 days ago

Nvidia vs. AMD: Which Stock Will Outperform The Market In 2026

Nvidia and AMD show strong earnings but follow different strategies in AI infrastructure and server markets.
Tech industry
from24/7 Wall St.
2 weeks ago

Nvidia CEO: 40% of revenue now from non-cloud customers, not just hyperscalers

Nvidia's growth is increasingly driven by enterprise and industrial sectors, not just cloud service providers.
Venture
from24/7 Wall St.
2 weeks ago

5 Stocks That Win Big From NVIDIA's NVLink Fusion AI Ecosystem Expansion

NVIDIA's $2 billion investment in Marvell Technology enhances AI infrastructure and validates its NVLink ecosystem strategy.
Venture
from24/7 Wall St.
2 weeks ago

NVIDIA Up on Marvell Deal: 3 Reasons the $2 Billion Investment Has the AI World Talking

NVIDIA's $2 billion investment in Marvell Technology signals a strategic partnership aimed at enhancing AI infrastructure and data-center capabilities.
Tech industry
from24/7 Wall St.
2 weeks ago

Nvidia Just Handed Marvell Technology the Ultimate Buy Signal

Nvidia's $2 billion investment in Marvell Technology strengthens AI infrastructure and signals confidence in Marvell's role in next-generation technologies.
more#nvidia
Tech industry
from24/7 Wall St.
5 days ago

Super Micro Surges 8% as 123% Revenue Growth and Gold Series Launch Drown Out the Legal Noise

Super Micro Computer shares rose 8% due to strong revenue growth and a new product launch, despite previous legal challenges.
Venture
from24/7 Wall St.
5 days ago

Nebius Picking Up Where Nvidia Left Off? Acquisition Rumor Sparks New Stock Surge

AI infrastructure deals are accelerating as costs rise, with Nebius Group potentially acquiring AI21 Labs to enhance its AI capabilities.
Business
from24/7 Wall St.
5 days ago

Lam Research Has 14.73% Upside to Our $253.16 Target Based on Strong Earnings Growth

Lam Research's stock is projected to rise 14.73% to a price target of $253.16 over the next 12 months.
Scala
fromTNW | Insights
6 days ago

Databricks co-founder Matei Zaharia wins ACM Prize and declares AGI is already here

Matei Zaharia won the 2026 ACM Prize in Computing for his contributions to distributed data systems and AI infrastructure, donating the prize to charity.
Tech industry
fromnews.bitcoin.com
6 days ago

AlphaTON Capital Scales Confidential Compute With $43M Vertical Data Infrastructure Deal

AlphaTON Capital signed a $43 million AI infrastructure deal with Vertical Data to expand its compute capacity using Nvidia B300 GPU clusters.
Silicon Valley
fromFast Company
6 days ago

A small city just voted on AI and the result could ripple nationwide

Port Washington voters passed a measure requiring community approval for future data centers, reflecting local opposition to big tech's expansion plans.
#google-cloud
Tech industry
fromTechCrunch
6 days ago

Google and Intel deepen AI infrastructure partnership | TechCrunch

Google Cloud and Intel expand partnership to enhance AI infrastructure and develop processors, focusing on Xeon processors and custom IPUs.
Tech industry
fromTechCrunch
6 days ago

Google and Intel deepen AI infrastructure partnership | TechCrunch

Google Cloud and Intel expand partnership to enhance AI infrastructure and develop processors, focusing on Xeon processors and custom IPUs.
more#google-cloud
#amazon
fromTNW | Amazon
6 days ago
Venture

Amazon's chip business could be worth $50 billion, Jassy says, and he hints it may sell them externally

Business
from24/7 Wall St.
1 week ago

Amazon's $200 Billion AI Spending Spree Is Lighting the Fuse for Explosive Growth

Amazon's $200 billion capital expenditure plan is a strategic investment fueling AWS growth and positioning the company for future expansion.
Venture
fromTNW | Amazon
6 days ago

Amazon's chip business could be worth $50 billion, Jassy says, and he hints it may sell them externally

Amazon's custom chip business generates over $20 billion annually, with plans to sell directly to third parties and a $200 billion capital expenditure for 2026.
Business
from24/7 Wall St.
6 days ago

Amazon Gains 5% on Shareholder Letter, Globalstar Deal, $15 Billion AWS AI Revenue

Amazon shares rose 5% due to CEO Andy Jassy's shareholder letter and acquisition talks with Globalstar.
Business
from24/7 Wall St.
1 week ago

Amazon's $200 Billion AI Spending Spree Is Lighting the Fuse for Explosive Growth

Amazon's $200 billion capital expenditure plan is a strategic investment fueling AWS growth and positioning the company for future expansion.
Tech industry
from24/7 Wall St.
1 week ago

Is Amazon CEO Jassy wrong about his custom chips bet?

Amazon's custom silicon strategy is proving successful, with significant revenue growth and cost advantages over Nvidia's GPUs.
more#amazon
Tech industry
from24/7 Wall St.
6 days ago

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.
Venture
from24/7 Wall St.
6 days ago

Cantor Launches Nebius With Overweight and a $129 Target: Is This the AI Infrastructure Stock Nobody Is Talking About?

Cantor initiated coverage of Nebius Group with an Overweight rating and a $129 price target, reflecting confidence in its AI infrastructure growth potential.
#micron-technology
Business
from24/7 Wall St.
6 days ago

Micron Rewarded Patient Investors Over the Past Decade With Huge Rewards

Micron Technology transformed from a cyclical memory chipmaker to a leading AI infrastructure provider, significantly increasing revenue and stock value.
Tech industry
from24/7 Wall St.
1 week ago

Micron Jumps 4%, SanDisk Gains 3% as AI Tailwinds Drive Memory Sector Higher

Micron and SanDisk stocks rise due to increased AI infrastructure spending driving demand for memory chips.
Tech industry
from24/7 Wall St.
2 weeks ago

Had You Invested $1,000 in Micron or Western Digital 10 Years Ago, Here's How Much You'd Have Today

Micron Technology and Western Digital have adapted to AI-driven demand, with Micron focusing on high-bandwidth memory and Western Digital on HDDs.
Tech industry
from24/7 Wall St.
2 weeks ago

Wall Street Sees Plenty of Upside in Micron Despite the Recent Dip

Micron Technology's stock price is significantly lower than the Wall Street consensus price target, indicating potential investment opportunities or risks.
Business
from24/7 Wall St.
6 days ago

Micron Rewarded Patient Investors Over the Past Decade With Huge Rewards

Micron Technology transformed from a cyclical memory chipmaker to a leading AI infrastructure provider, significantly increasing revenue and stock value.
Tech industry
from24/7 Wall St.
1 week ago

Micron Jumps 4%, SanDisk Gains 3% as AI Tailwinds Drive Memory Sector Higher

Micron and SanDisk stocks rise due to increased AI infrastructure spending driving demand for memory chips.
Tech industry
from24/7 Wall St.
2 weeks ago

Had You Invested $1,000 in Micron or Western Digital 10 Years Ago, Here's How Much You'd Have Today

Micron Technology and Western Digital have adapted to AI-driven demand, with Micron focusing on high-bandwidth memory and Western Digital on HDDs.
Tech industry
from24/7 Wall St.
2 weeks ago

Wall Street Sees Plenty of Upside in Micron Despite the Recent Dip

Micron Technology's stock price is significantly lower than the Wall Street consensus price target, indicating potential investment opportunities or risks.
more#micron-technology
#marvell-technology
Business
from24/7 Wall St.
6 days ago

Barclays Just Raised Marvell to Overweight. Here's Why the AI Chip Race Is Far From Over

Barclays upgraded Marvell Technology to Overweight, highlighting its strong position in AI infrastructure and significant revenue growth.
Venture
from24/7 Wall St.
2 weeks ago

Marvell Technology Rises 7%: The NVIDIA NVLink Deal Is Turning This Chip Stock Into an AI Powerhouse

NVIDIA's $2 billion investment in Marvell positions the company as a key player in AI infrastructure development.
Business
from24/7 Wall St.
6 days ago

Barclays Just Raised Marvell to Overweight. Here's Why the AI Chip Race Is Far From Over

Barclays upgraded Marvell Technology to Overweight, highlighting its strong position in AI infrastructure and significant revenue growth.
Venture
from24/7 Wall St.
2 weeks ago

Marvell Technology Rises 7%: The NVIDIA NVLink Deal Is Turning This Chip Stock Into an AI Powerhouse

NVIDIA's $2 billion investment in Marvell positions the company as a key player in AI infrastructure development.
more#marvell-technology
Business
from24/7 Wall St.
6 days ago

The AI Bubble That Isn't

The current AI infrastructure buildout is distinct from a bubble due to substantial capital expenditures from profitable companies.
Tech industry
from24/7 Wall St.
6 days ago

Bloomberg: Broadcom's Google deal proves AI infrastructure demand competing with Nvidia

The Broadcom-Google deal signifies a major shift in AI infrastructure competition, enhancing revenue visibility and growth potential for both companies.
Tech industry
fromKotaku
1 week ago

Dell Says AI Demand For RAM Will Increase Dramatically In Future

The demand for RAM is predicted to increase significantly due to AI and datacenter needs, potentially worsening the ongoing RAM crisis.
Venture
from24/7 Wall St.
1 week ago

This Just Might Be the Best AI Dividend ETF You Can Own Today

Investors should consider infrastructure assets like cell towers and data centers for AI exposure, as they provide compelling income and growth potential.
Business
fromFortune
1 week ago

Why Oracle's new CFO Hilary Maxson is key to its AI ambitions | Fortune

Hilary Maxson becomes Oracle's CFO amid significant investments in AI infrastructure, emphasizing financial stewardship and managing capital-intensive growth.
London startup
fromTheregister
1 week ago

Investors are going nuclear to keep UK's AI datacenters fed

Investors are increasingly funding nuclear power as a sustainable solution for the UK's datacenter energy needs.
Business
from24/7 Wall St.
1 week ago

Our Highest Conviction Call on Ciena Points to $521.10 After a 711.7% Run

Ciena's stock has surged 711.7% over the past year, with a price target of $521.10 indicating further upside.
Business
from24/7 Wall St.
1 week ago

Fabrinet Faces Headwinds That Could Push It Toward $440.94 From $554.35

Fabrinet's stock may decline by 20.46% from its current price of $554.35, with a price target of $440.94.
London startup
fromTNW | Investors-Funding
1 week ago

Narwhal Labs raises 22.9M and launches DeepBlue OS

Narwhal Labs has launched DeepBlue OS, an autonomous communications platform for regulated industries, raising €22.9 million to support its development.
#data-centers
US politics
fromFortune
1 week ago

A councilmember backed a data center project. Then 13 bullets and a 'No Data Centers' note hit his home | Fortune

Violence erupted in Indianapolis over opposition to a proposed data center, highlighting growing tensions surrounding AI infrastructure development nationwide.
Tech industry
fromAxios
1 week ago

AI boom drives clash between grid power vs. energy "islands"

On-site power for data centers is increasing, with projections suggesting it could reach 50% of planned capacity.
Environment
fromFortune
2 weeks ago

Data centers are so hot, their 'heat island' effect is raising temperatures up to 6 miles away and impacting 343 million people worldwide, study finds | Fortune

AI infrastructure is creating a 'data heat island effect' that raises local temperatures and impacts millions of people.
US politics
fromFortune
1 week ago

A councilmember backed a data center project. Then 13 bullets and a 'No Data Centers' note hit his home | Fortune

Violence erupted in Indianapolis over opposition to a proposed data center, highlighting growing tensions surrounding AI infrastructure development nationwide.
Tech industry
fromAxios
1 week ago

AI boom drives clash between grid power vs. energy "islands"

On-site power for data centers is increasing, with projections suggesting it could reach 50% of planned capacity.
Environment
fromFortune
2 weeks ago

Data centers are so hot, their 'heat island' effect is raising temperatures up to 6 miles away and impacting 343 million people worldwide, study finds | Fortune

AI infrastructure is creating a 'data heat island effect' that raises local temperatures and impacts millions of people.
more#data-centers
Cryptocurrency
from24/7 Wall St.
1 week ago

MARA Sold 15,133 Bitcoins to Escape the Mining Trap. Now Comes the Hard Part

MARA Holdings is pivoting to strengthen its balance sheet and expand into digital energy and AI infrastructure amid challenging market conditions.
Tech industry
from24/7 Wall St.
1 week ago

Had You Invested in These 2 AI Infrastructure Winners 10 Years Ago, Here's What You'd Have Now

Arista Networks and Comfort Systems USA thrive in AI infrastructure, delivering significant returns amid the artificial intelligence boom.
Tech industry
fromTNW | Anthropic
1 week ago

Anthropic signs biggest compute deal yet with Google and Broadcom as run rate hits $30bn | TNW

Anthropic secures 3.5 gigawatts of Google TPU capacity via Broadcom, marking a significant infrastructure commitment and revenue growth surpassing $30bn.
Business
from24/7 Wall St.
1 week ago

Wall Street Turns Bullish on Twilio With 22% Upside This Year

Jefferies upgraded Twilio to Buy with a price target of $160, reflecting confidence in its financial transformation and AI positioning.
#oracle
Business
from24/7 Wall St.
1 week ago

Why Wall Street Is Still Bullish on Oracle Despite Its Steep Selloff

Oracle's stock is down 24.9% year-to-date despite reporting its strongest quarter in over 15 years, with significant geopolitical and financial pressures affecting performance.
Business
fromEntrepreneur
2 weeks ago

Oracle's Stock Has Plummeted 25%. Now It's Cutting Thousands of Jobs.

Oracle is cutting 20,000 to 30,000 jobs to improve cash flow amid a 25% stock drop and significant debt for AI infrastructure.
Business
fromBusiness Matters
2 weeks ago

Oracle cuts thousands of jobs as Ellison doubles down on AI investment

Oracle is cutting thousands of jobs to fund its AI infrastructure expansion, with potential layoffs reaching tens of thousands.
Tech industry
fromTheregister
2 weeks ago

Oracle cuts jobs across sales, engineering, security

Oracle laid off thousands of employees to increase spending on AI infrastructure projects, with potential cuts reaching 30,000.
Tech industry
fromTNW | Business
2 weeks ago

Oracle is cutting up to 30,000 employees to pay for AI data centres

Oracle initiated significant layoffs affecting 18% of its workforce to fund AI infrastructure, with estimates of 20,000 to 30,000 employees impacted.
Business
from24/7 Wall St.
1 week ago

Why Wall Street Is Still Bullish on Oracle Despite Its Steep Selloff

Oracle's stock is down 24.9% year-to-date despite reporting its strongest quarter in over 15 years, with significant geopolitical and financial pressures affecting performance.
Business
fromEntrepreneur
2 weeks ago

Oracle's Stock Has Plummeted 25%. Now It's Cutting Thousands of Jobs.

Oracle is cutting 20,000 to 30,000 jobs to improve cash flow amid a 25% stock drop and significant debt for AI infrastructure.
Business
fromBusiness Matters
2 weeks ago

Oracle cuts thousands of jobs as Ellison doubles down on AI investment

Oracle is cutting thousands of jobs to fund its AI infrastructure expansion, with potential layoffs reaching tens of thousands.
Tech industry
fromTheregister
2 weeks ago

Oracle cuts jobs across sales, engineering, security

Oracle laid off thousands of employees to increase spending on AI infrastructure projects, with potential cuts reaching 30,000.
Tech industry
fromTNW | Business
2 weeks ago

Oracle is cutting up to 30,000 employees to pay for AI data centres

Oracle initiated significant layoffs affecting 18% of its workforce to fund AI infrastructure, with estimates of 20,000 to 30,000 employees impacted.
more#oracle
Silicon Valley
fromwww.businessinsider.com
1 week ago

Jensen Huang to Sam Altman: The guest list turning a Stanford AI class into a tech summit

Stanford's 'Frontier Systems' course prepares students for AI integration in various industries with prominent guest speakers and a focus on practical applications.
fromFortune
1 week ago

The Trump administration is blurring the public and private sector workforce, and OPM director Scott Kupor won't rule out conflict of interest risks | Fortune

One of the things that I'm hoping to do a better job on is getting people from the private sector-who've been in the private sector their whole career-who also spend a couple years in government at some point in their career, and learn something.
Non-profit organizations
Science
fromSilicon Canals
1 week ago

SpaceX, Amazon, and Google want data centers in orbit - four engineering barriers stand in the way - Silicon Canals

The race for orbital data centers is about controlling the future of computing on Earth, not just computing in space.
Venture
from24/7 Wall St.
1 week ago

My Top Quantum ETFs For The Next Trend That's Bigger Than AI QTUM, SOXX, ARTY, XSD

Quantum computing is transitioning to commercial viability, with significant investments and ETFs providing diverse exposure to the technology and its ecosystem.
European startups
from24/7 Wall St.
1 week ago

'Liberation Day' 1 Year Later: How This Tiny AI Play Turned Into a 3,350% Winner

AXT's stock surged 3,353.60% due to its role in AI infrastructure despite initial tariff impacts.
Business
from24/7 Wall St.
1 week ago

Investors Chasing AI Hardware Gains May Want to Rethink ARTY Before Adding More Exposure

The iShares Future AI & Tech ETF (ARTY) has not reflected the explosive earnings growth in the semiconductor sector.
Venture
from24/7 Wall St.
1 week ago

Kyndryl CEO: Enterprise AI is a bullet train on 30-mph tracks

Kyndryl's CEO emphasizes the need for modern infrastructure to support AI advancements, highlighting a gap between AI capabilities and existing systems.
#frugal-ai
Silicon Valley
fromSilicon Canals
1 week ago

Frugal AI wants to break the global compute hierarchy before it becomes permanent - Silicon Canals

The Soliga tribe's speech AI system exemplifies a new, decentralized approach to AI that challenges existing global tech hierarchies.
Artificial intelligence
fromSilicon Canals
1 week ago

The $50 AI revolution: Why smaller models built for sovereignty may matter more than the trillion-dollar arms race - Silicon Canals

Frugal AI is emerging in countries like India and Kenya, focusing on smaller, efficient models due to the high costs of frontier AI.
Silicon Valley
fromSilicon Canals
1 week ago

Frugal AI wants to break the global compute hierarchy before it becomes permanent - Silicon Canals

The Soliga tribe's speech AI system exemplifies a new, decentralized approach to AI that challenges existing global tech hierarchies.
Artificial intelligence
fromSilicon Canals
1 week ago

The $50 AI revolution: Why smaller models built for sovereignty may matter more than the trillion-dollar arms race - Silicon Canals

Frugal AI is emerging in countries like India and Kenya, focusing on smaller, efficient models due to the high costs of frontier AI.
more#frugal-ai
Business
from24/7 Wall St.
1 week ago

Lumentum's Path to $1,000 per Share Runs Straight Through the AI Optics Boom

Lumentum Holdings is a key player in AI infrastructure, providing essential optical components for data centers, with significant stock growth and future potential.
Apple
from24/7 Wall St.
1 week ago

Microsoft vs. Apple: $30B AI Buildout vs $85B iPhone Surge

Apple and Microsoft demonstrate contrasting strategies in technology growth, with Apple focusing on hardware monetization and Microsoft on AI infrastructure development.
Tech industry
from24/7 Wall St.
1 week ago

Semianalysis CEO: Google's free cash flow will hit zero next year from AI capex

Google's free cash flow is projected to be nearly zero next year due to massive capital expenditures.
Business
from24/7 Wall St.
2 weeks ago

CSCO Stock Slipped ~4% This Week Even as AI Infrastructure Orders Surged

Cisco's revenue is strong, but bearish sentiment persists due to geopolitical risks and declining cash flow.
Business
from24/7 Wall St.
2 weeks ago

Sandisk's Path to $1,000 Per Share Runs Through the AI Memory Boom

SanDisk's stock surged 1,350% post-spinoff, driven by AI demand for NAND flash storage, raising questions about reaching $1,000 per share.
Tech industry
from24/7 Wall St.
2 weeks ago

Microsoft vs Meta: Both AI Stocks Have Been Hit Hard, But One Is a Better Buy Now

Microsoft focuses on enterprise AI infrastructure while Meta invests heavily in consumer AI and advertising.
European startups
fromTechRepublic
2 weeks ago

Mistral Raises $830M in Debt Financing to Build Nvidia-Powered AI Hub in Europe

Mistral has raised $830 million to expand AI infrastructure in Europe, focusing on sovereignty and reducing reliance on US tech giants.
Business
from24/7 Wall St.
2 weeks ago

Meta Platforms Surges 4% as Smart Glasses Launch and AI Push Give Investors Reason to Buy the Dip

Meta Platforms shares rose 4% due to Morgan Stanley's Top Pick designation, smart glasses launch momentum, and renewed confidence in AI infrastructure.
Business
from24/7 Wall St.
2 weeks ago

What Correction? 4 Nasdaq Stocks on a Roll That Still Have More Upside

Four technology stocks tied to AI infrastructure have gained double digits while the broader market has retreated.
Venture
from24/7 Wall St.
2 weeks ago

Fidelity Disruptive Technology ETF Is Down 12% in 2026 and This Catalyst Could Decide What Comes Next

Fidelity Disruptive Technology ETF focuses on AI infrastructure, not healthcare, with significant exposure to information technology.
Tech industry
fromTheregister
2 weeks ago

Memory-makers' shares are down. Don't blame Google

High memory costs are impacting technology sales, but recent price easing and new compression technology may change market dynamics.
Venture
fromSilicon Canals
2 weeks ago

$850M in total funding: How South Korean chipmaker Rebellions is positioning against NVIDIA in AI inference - Silicon Canals

Rebellions raised $400 million in pre-IPO funding, reaching a valuation of $2.34 billion, signaling strong institutional confidence in AI infrastructure alternatives.
fromTechCrunch
2 weeks ago

Mistral AI raises $830M in debt to set up a data center near Paris | TechCrunch

Scaling our infrastructure in Europe is critical to empower our customers and to ensure AI innovation and autonomy remain at the heart of Europe. We will continue to invest in this area, given the surging and sustained demand from governments, enterprises, and research institutions seeking to build their own customized AI environment, rather than depend on third-party cloud providers.
European startups
Business
fromFortune
2 weeks ago

How Dell reinvented itself as an AI-server powerhouse - and what its CFO is building next | Fortune

Dell Technologies has shifted focus to AI infrastructure, recording significant growth in AI server orders and rethinking finance operations with AI agents.
Business
from24/7 Wall St.
2 weeks ago

The Surprising Dow Stock That Has Outperformed Nvidia by 2-to-1

Caterpillar's shares rose 104% over the past year, outperforming Nvidia's 50% gain, driven by strong demand in construction and AI-related power generation.
Business
fromFortune
2 weeks ago

Dell's CFO is using AI agents to run his finance team-and has helped the AI business go from $0 to $25 billion | Fortune

Dell has transformed into a $25 billion AI infrastructure business, achieving record revenues and significant growth in AI server sales.
[ Load more ]