Business ❯ Technology

AI Infrastructure

Data Centers Cloud Computing Partnerships Market Trends Market Competition Market Dynamics High-Performance Computing Investment Compute Capacity Investment Trends

CoreWeave Posts Huge Q2 Sales and $104 Billion Backlog as Stock Climbs

Investor optimism over stronger pricing and a swollen contract backlog has raised revenue forecasts.

HPE Shares Jump More Than 8% After Lenovo Posts Record Quarter

SpaceX Stock Rallies After Q2 Beat as Argus Upgrades on Fast AI Payback

Caterpillar Posts First $20B Quarter on AI Data‑Center Demand

Hyperscale Data Sells 100 Bitcoin to Fund Michigan AI Campus

Celestica Posts Blowout Q2 and Raises 2026 Targets as AI Rack Demand Outpaces Supply

Wistron Opens $700 Million AI Factory in Fort Worth to Build Nvidia Superchips

Oracle Downgraded as Wisconsin Orders More Than $7 Billion Collateral for Port Washington Data Center

Nebius Secures $775 Million Debt as It Shifts to Partner‑Led AI Cloud Growth

Oracle Stock Plunges as $638 Billion AI Backlog Meets a $40 Billion Funding Plan

Mercor Acquires Deeptune to Add Simulation Sandboxes to Its AI Training Stack

Ionic Digital Seeks Nasdaq Direct Listing Under Ticker IOND

Cerebras Posts Revenue Beat and Raises Outlook as Shares Fall on Margin Warning

OpenAI Unveils Jalapeño, Its First Custom Inference Chip

MoEngage Acquires Aampe to Embed Per‑User AI Agents in Marketing

Baseten Raises $1.5 Billion and Is Valued at $13 Billion

Supermicro Executes $7 Billion Equity Raise to Fund $39 Billion AI Server Backlog

Amazon Explores Selling Trainium AI Chips to Third-Party Data Centers

CoreWeave Joins Nasdaq-100 as Bond Filings and Analyst Read‑Throughs Lift Shares

AMD and Rackspace Sign Definitive Deal for 30 MW Phased AI Compute Rollout