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Artificial intelligence
from24/7 Wall St.
10 hours ago

Will New Custom AI Chips Propel Meta Platforms to $750?

Meta unveiled four custom AI chips to reduce NVIDIA dependence and control infrastructure costs amid $115-135 billion 2026 capex guidance, though stock remained flat despite the strategic announcement.
#ai-infrastructure
Tech industry
from24/7 Wall St.
12 hours ago

Nebius Surges 16%: Why NBIS Is the Hottest AI Stock on the Market Right Now

Nebius Group shares surge 16% following approval of a 1.2-gigawatt AI factory campus in Missouri, with Q4 results showing 547% revenue growth and positive adjusted EBITDA for the first time.
Tech industry
from24/7 Wall St.
4 days ago

Is Oracle's Massive $500 Billion Stargate Project in Trouble?

Oracle and OpenAI shelved expansion plans for their Texas AI data center, though the core 4.5 gigawatt agreement remains intact and operational.
more#ai-infrastructure
Business
from24/7 Wall St.
15 hours ago

Oracle Saves The "Magnificent Seven"

Oracle's strong earnings and raised fiscal 2027 revenue guidance to $90 billion demonstrated that AI and data center investments are generating real revenue, not speculative bets.
#ai-infrastructure-investment
fromFortune
1 day ago
Artificial intelligence

Jensen Huang says the $700 billion AI buildout is just the beginning: 'Trillions of dollars of infrastructure still need to be built' | Fortune

Tech companies are investing up to $700 billion in AI data centers, with infrastructure expenditures potentially reaching trillions of dollars globally by 2030.
fromFuturism
2 days ago
Tech industry

Oracle Axing Huge Number of Jobs as AI Crisis Intensifies

Major AI companies face severe financial strain from massive data center infrastructure investments, with uncertain returns and mounting debt obligations.
fromFortune
1 day ago
Artificial intelligence

Jensen Huang says the $700 billion AI buildout is just the beginning: 'Trillions of dollars of infrastructure still need to be built' | Fortune

Tech industry
fromFuturism
2 days ago

Oracle Axing Huge Number of Jobs as AI Crisis Intensifies

Major AI companies face severe financial strain from massive data center infrastructure investments, with uncertain returns and mounting debt obligations.
more#ai-infrastructure-investment
Artificial intelligence
fromwww.nytimes.com
2 days ago

Video: The Consumer Backlash to OpenAI

OpenAI's Pentagon contract acceptance after Anthropic's rejection over AI safety concerns has sparked consumer backlash, though historical precedent suggests public outcry rarely impacts major tech companies' business operations.
Venture
from24/7 Wall St.
2 days ago

Oracle Leads Data Center Stocks as Applied Digital and CoreWeave Sink

Oracle gained 5.20% on AI cloud momentum and analyst upgrade, but faced headwinds from Stargate data center expansion cancellation, while CoreWeave and Applied Digital declined amid earnings fallout and legal concerns.
Venture
from24/7 Wall St.
1 week ago

TeraWulf Misses Big on Q4 Earnings and Revenue

TeraWulf's HPC infrastructure pivot is driving investor confidence despite disappointing quarterly revenue, with the company valued on asset base and long-term contracted revenue rather than current earnings.
Artificial intelligence
fromABC7 San Francisco
2 weeks ago

Facebook owner Meta to buy AI chips from AMD in deal worth up to $100 billion

Meta purchases AMD AI chips with option to acquire up to 10% stake, following similar Nvidia partnership, as competition intensifies in AI infrastructure development.
Tech industry
fromTechzine Global
1 month ago

AWS prepares to invest $200 billion in AI infrastructure by 2026

Amazon will invest about $200 billion by 2026, primarily in AWS, expanding data-center capacity to meet structurally higher AI-driven compute demand.
#nvidia
more#nvidia
Tech industry
fromwww.mercurynews.com
1 month ago

OpenAI seeks US-based suppliers for planned robotics, AI device push

OpenAI is expanding its US hardware supply chain and seeking manufacturing partners to support consumer devices, robotics, and massive US data-center expansions.
Business
fromBitcoin Magazine
2 months ago

Riot Opens $500M Stock Offering As Bitcoin Production Falls

Riot Platforms launched a $500 million at-the-market equity offering while selling a large portion of monthly bitcoin output and reporting lower November production.
Business
fromArs Technica
2 months ago

Oracle shares slide on $15B increase in data center spending

Oracle's cloud infrastructure growth strains finances as weaker cloud revenues and heavy debt-financed data center buildout raise investor concern despite software earnings.
Artificial intelligence
fromIT Pro
4 months ago

'Governments should not pick winners or losers': OpenAI CEO Sam Altman takes to X in damage control mode after government 'backstop' comments

OpenAI seeks government backstops or loan guarantees to finance trillion-dollar data-center expansion amid mounting financing strain and public concern.
fromChannelPro
4 months ago

Colt DCS bolsters senior leadership with double appointment

Colt Data Centre Services (DCS) has doubled down on growth ambitions with a brace of key senior leadership appointments. David Hyatt has been named as the senior director of development and delivery for the UK and Europe, while Florian Hoyndorf steps into the role of global senior director of commercial investment and asset strategy. The move comes as Colt DCS looks to expand its global presence in response to increasing demand for hyperscale and AI-ready IT capacity.
Miscellaneous
Artificial intelligence
fromTelecompetitor
5 months ago

123NET Expands Southfield Data Center for AI and High-Density Deployments

123NET expanded Southfield DC1 with a 4 MW high-density GPU colocation, liquid/air cooling, and on-site DET-iX free peering for low-latency AI.
Venture
fromTechCrunch
5 months ago

A year after filing to IPO, still-private Cerebras Systems raises $1.1B | TechCrunch

Cerebras raised $1.1B Series G at an $8.1B valuation to expand data centers and U.S. manufacturing to meet surging AI inference demand.
fromTelecompetitor
6 months ago

DartPoints Maps Post-Investment Strategy

Our vision of delivering AI-ready environments in the next ring of U.S. markets is now becoming a reality through our partnership with NOVA Infrastructure,
Real estate
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