AI Infrastructure

Data Centers Cloud Computing Investment Trends Computing Power Market Trends Chip Manufacturing Generative AI Investment Strategies Chipmakers Nvidia

Nvidia Reports $215.9 Billion, Extends AI Data-Center Lead Over AMD

New analyst calls plus export limits underscore a widening gap in scale, margins, and risk.

Cadence and Nvidia Pair Physics Simulation With AI to Speed Robot Training and Build Data‑Center Digital Twins

Cloud Data Centers Become Targets as Militaries Push AI to the Edge

Aeluma Wins Over $4 Million in U.S. Contracts to Scale Quantum Photonics

AfterQuery Says It Hits $100 Million Run Rate, Raises $30 Million for Expert AI Data

ARK Invest Tilts Toward AI With CoreWeave Buy and First Direct OpenAI Stake

LG Launches Software-Led ESS Push as It Converts Five North American Plants

CoreWeave Advances AI Cloud With Perplexity Deal as Evercore Cuts Target

Lumentum Leads Rally as S&P 500 Adds Coherent, EchoStar and Vertiv

Copper Hits Record, Then Recoils as Correction Risks Mount

Iren Jumps 15% on AI-Funding Buzz, Closes at $59.99 on Heavy Volume

Guggenheim Reaffirms Oracle as ‘Best Idea’ With $400 Target as Cramer Calls It a Linchpin

U.S. Blue-Collar Shortage Puts AI Data-Center Boom at Risk, Ford CEO Warns

Rothschild Redburn Downgrades Amazon and Microsoft on Gen‑AI Profitability Concerns

Firmus Raises New Funding for Green AI Data Centers as Valuation Reports Diverge

CoreWeave to Acquire Monolith AI, Extending Its Cloud Into Industrial R&D

Zuckerberg Recasts Meta’s Superintelligence Lab as a Small, Flat, Deadline‑Free Team

Foxconn Takes 10% Stake in TECO to Build End-to-End AI Data Center Platform

FuriosaAI Secures LG AI Research as First Major Customer

Meta Acquires PlayAI to Add Natural-Sounding Voice Tech to Superintelligence Labs