AI Infrastructure

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MSI to Raise 2026 Gaming Hardware Prices 15–30% Citing DRAM and GPU Shortages

MSI cites surging component costs, prompting a pivot to DDR4 boards, multi‑year supply deals, fewer budget models, plus expanded AI‑server capex.

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

Larry Ellison Becomes World’s Second-Richest at $258.8 Billion as Oracle Shares Hit $200

Bezos Expeditions Leads $72 Million Investment Enabling Toloka's U.S. Expansion

Tech Giants to Invest Over $320 Billion in AI and Cloud Expansion for 2025