Business ❯ Technology

AI Infrastructure

Data Centers Partnerships Cloud Computing High-Performance Computing Market Dynamics Investment Chip Manufacturing Corporate Earnings Semiconductors Market Competition

Nvidia Surges Past $5 Trillion Valuation on AI-Fueled Chip Rally

Intel's earnings beat sparked gains across semiconductor stocks that helped push Nvidia to a record close.

Microsoft Secures Norway AI Data Center Capacity After OpenAI Pullback

Marvell Extends Rally as Oppenheimer Lifts Target to $170 on AI Infrastructure Bet

Nebius Shares Jump on Reports It May Target AI21 for Full-Stack Push

Applied Digital’s Q3 Revenue Surges on First Full Lease Quarter, Loss Deepens on $59.7 Million Charge

Credo Q3 Sales Leap 202% on Hyperscaler AEC Ramps

Lumentum Confirms Nvidia as Customer for New North Carolina Laser Plant as Shares Whipsaw

Nebius Prices Upsized $4 Billion Convertible Notes as Shares Rebound

Nebius Sinks 13% as Earnings Miss and $2.06B Q4 Capex Rattle Investors

AMD’s AI Systems Push Draws New Skepticism as Analyst Starts Coverage at Neutral

TeraWulf Jumps to 52-Week High as Analysts Back AI Data-Center Pivot

Vertiv Soars to Record Highs on AI Data‑Center Boom as Backlog Reaches $15 Billion

Meta Breaks Ground on $10 Billion, 1GW Indiana Data Center to Power AI

Super Micro Surges After Raising FY26 Sales Target to $40 Billion on AI Server Boom

Bit Digital Exits Bitcoin Mining to Bet on Ethereum Staking and AI Infrastructure

SpaceX Weighs IPO as Tech Giants Race to Put AI Data Centers in Orbit

CoreWeave Stock Whipsaws on Chip-Supply Hopes and Trade Threats

Goldman Starts Super Micro at Sell With $26 Target as Margin Fears Deepen

Microsoft Fires Up Fairwater AI Superfactory, Linking Sites Into One Virtual Supercomputer

New Analysis Names TSMC the Top AI Stock, Citing Potential 2030 Upside