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AI Infrastructure

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HPE Posts Blowout Quarter, Lifts Guidance on AI and Networking Demand

Rapid Juniper integration, Catalyst cost cuts and elevated inventory signal HPE expects sustained AI and networking demand.

Dell Stock Hits Record Highs on AI Server Demand Ahead of May 28 Earnings

Applied Digital Signs Second 300 MW, 15‑Year Hyperscaler Lease and Raises Contracted Revenue to $31 Billion

Super Micro Posts Massive Q3 as Stock Bounces After Sales Leadership Shake-Up

Red Hat Debuts Desktop and Secure Dev Tools to Move Agentic AI Into Production

IREN Shares Fall After $2 Billion Convertible Plan Tests Nvidia Partnership Rally

Vertiv Lifts 2026 Outlook on AI Data-Center Boom

SK Telecom, Arm and Rebellions Sign MOU to Build Inference-Ready AI Data Center Servers

Samsung Projects Record Q1 Profit on AI-Chip Demand

Penguin Solutions Beats Q2 and Lifts Forecast as Memory-Led AI Pivot Pays Off

Dell Gains as Analysts Lift Targets on Surging AI-Server Demand

Google Sends Procurement Team to China to Source Liquid‑Cooling Gear for AI Data Centers

Burry Accuses Nvidia of 'Mafia-Like' Tactics, Alleges $150 Million Move to Block AMD in Oracle–OpenAI Deal

HPE Raises Outlook as AI Backlog Tops $5 Billion, Shifts to Higher-Margin Orders

Red Hat Launches Unified ‘Metal-to-Agent’ AI Platform and Unveils AI 3.3, Deepening NVIDIA Collaboration

AMD and TCS Expand Partnership to Bring Helios Rack-Scale AI Blueprint to India

Super Micro Posts Blowout Q2 and Raises Full‑Year Outlook to at Least $40 Billion

IIIT-Delhi, Marvell Launch ‘Networks for AI/ML Systems’ to Build Systems-Focused AI Talent

Ark Invest Sees AI Infrastructure Reaching $1.4 Trillion by 2030, Elevating Data‑Center and Cooling Providers

Nvidia’s Vera Rubin Hot-Water Cooling Rattles Data-Center HVAC Stocks