AI Infrastructure

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Meta Plans Cloud Business to Sell Spare AI Compute

Turning idle data-center capacity into a cloud product could help justify Meta’s huge 2026 capital spending.

FuelCell Energy’s Stock Reprices After Big AI Data-Center Deal and Export Loan

Twilio Stock Drops About 20% as AI Narrative Clashes With Slower Guidance

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

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