AI Infrastructure

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Nvidia Tops Data‑Center Ethernet Switching Revenues After Spectrum‑X Push

IDC says Nvidia’s integrated networking stack is winning large AI cloud contracts even as rivals and supply risks threaten to contest its lead.

Google Seeks Samsung for Icefish I/O Die as MediaTek Moves to System-Level AI Hardware

Core AI Rallies More Than 300% After OpenAI S‑1 News

Intel Falls 2.6% After Hot Inflation Hits Chip Rally

Vapi Raises $50 Million to Scale AI Voice Agents for Enterprise Support

Trump Says ‘Buy a Dell’ as Shares Hit Record High

ChatGPT Growth Slows as Uninstalls Surge, Raising Pressure on OpenAI

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

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