Business ❯ Technology ❯ Market Trends

AI Infrastructure

Nvidia Competitive Landscape Chip Demand Nvidia's Position Capital Expenditures Alibaba Group Supply and Demand Investment Deals Optical Products 2025 Outlook

Oracle Renews or Resells Four‑Year‑Old GPUs at Roughly 20% Premium

Tight NVIDIA GPU supply is boosting the value of existing AI compute, thus raising Oracle's revenue outlook.

Applied Optoelectronics Faces Sharp Pullback as AI Demand Outstrips Factory Capacity

Micron Lifted as Analysts See Q2 Memory Price Surge on AI Shortage

WhiteFiber Lands 10-Year, 40-MW AI Colocation Deal With Nscale Worth About $865 Million