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AI Infrastructure

Data Centers Cloud Computing Nvidia AI Servers CoreWeave Market Trends SpaceX Market Demand OpenAI AI Workloads

Cisco Raises FY2027 Targets on Surging Hyperscaler AI Orders, Stock Slumps

Rising hyperscaler AI demand signals a multiyear networking cycle that will shift Cisco’s revenue mix.

Intel Prices $20 Billion Equity Offering to Fund Foundry Build‑Out

IBM Signs $240 Million Deal With Together AI to Build Nvidia‑Powered Inference Cluster

Quantinuum’s Helios to Run Inside Oracle Cloud Infrastructure

Jabil Upgraded to Buy as AI Infrastructure Revenue Is Forecast to Near $20 Billion

Goldman Discloses 7.2% Passive Stake in Nebius as Investors Brace for Quarterly Test

Naver Posts Strong Q2 as It Lays Out Nvidia‑Backed AI Factory Plan

AZIO AI Signs Agreement for Up to 128 NVIDIA HGX B300 Systems

Applied Digital Beats Q4 Estimates as Three Hyperscaler Leases Create $20B Backlog

O’Keeffe Stevens Urges Caution After Q2 Rally While Backing Sphere and Callaway

Verizon Signs More Than $1 Billion Dark‑Fiber Deal With Google

Lee Travels to San Francisco to Press U.S. AI Firms on Korea’s Chip and AI Megaprojects

SK Hynix Raises $26.5 Billion and Becomes the Dominant Supplier of AI Memory

Meta Hires Top AWS Executive to Run Meta Compute and Large-Scale Data‑Center Buildout

AI-Hardware Stocks Plunge After Reports of Hyperscaler Overcapacity

Cathie Wood Increases Stakes in Meta and CoreWeave After Meta Moves to Sell Excess AI Compute

Bitdeer Breaks Ground on $36M Nevada Plant to Make SEALMINER Rigs

Nvidia Drops Below $200 as Investors Split Over Whether to Sell or Buy the Dip

Analyst Piece Highlights Microsoft, Meta and Nvidia as Potential Bargains After AI‑Driven Selloff

KT Pledges 18 Trillion Won to Become an AI AX Platform Company