AI Infrastructure

Chip Manufacturing Cloud Computing GPU Technology Energy Consumption Electricity Consumption Investment Trends Nvidia Chips Memory Demand Stargate Initiative Graphics Processing Units

19 ARTICLES

4w ago

Micron Sells Out 2026 HBM, Posts Record Quarter

Multi‑year take‑or‑pay contracts have locked large near‑term revenue for Micron, forcing device makers to raise prices until new fab capacity comes online.

6 ARTICLES

last mo.

Marvell Extends Rally as Oppenheimer Lifts Target to $170 on AI Infrastructure Bet

3 ARTICLES

3mo ago

Vertiv Acquires BMarko Structures to Speed AI-Era Data Center Builds

5 ARTICLES

3mo ago

Micron Extends AI-Fueled Rally as HBM Orders Are Booked Through 2026

4 ARTICLES

3mo ago

IREN Edges Higher as AI Cloud Push Runs Into Dilution Concerns

8 ARTICLES

3mo ago

IRGC Threatens Abu Dhabi 'Stargate' AI Hub Linked to U.S. Tech Firms

11 ARTICLES

4mo ago

Google’s TurboQuant Rattles Memory Stocks as Analysts See Limited Impact

4 ARTICLES

4mo ago

Micron Extends Yearlong Rally as AI-Fueled Memory Shortage Triggers Fresh Price Spikes

7 ARTICLES

4mo ago

Aikido Plans Underwater Data Centers Inside Floating Wind Turbines, With North Sea Pilot This Year

9 ARTICLES

4mo ago

Core Scientific Closes $500 Million Morgan Stanley Loan to Speed AI Data Center Pivot

3 ARTICLES

5mo ago

Nvidia Delivers Another Record Quarter and Higher Outlook as Markets Stay Wary of AI Frenzy

AI Infrastructure

Micron Sells Out 2026 HBM, Posts Record Quarter

Sandisk Soars as Western Digital Reports Strong AI-Driven Demand

Amazon Explores Selling Trainium AI Chips to Third-Party Data Centers

Schneider Electric and Foxconn Announce AI Data‑Center Collaboration

Chip ETFs Soar on AI Demand as Market Shows Fragile Volatility

Nvidia Ties DSX Support and Equity Option to Iren’s AI Data‑Center Buildout

PJM Power Prices Jump 76% as AI Data Centers Strain the Grid

Bloom Energy Soars on Profit Beat and Reported Oracle AI Power Deal

MARA to Acquire Long Ridge Energy in $1.5 Billion Bet on AI Power

Broadcom, Meta Strike Multi-Year Custom-Chip Partnership Exceeding 1GW

Never miss stories about

AI Infrastructure

Marvell Extends Rally as Oppenheimer Lifts Target to $170 on AI Infrastructure Bet

Vertiv Acquires BMarko Structures to Speed AI-Era Data Center Builds

Micron Extends AI-Fueled Rally as HBM Orders Are Booked Through 2026

IREN Edges Higher as AI Cloud Push Runs Into Dilution Concerns

IRGC Threatens Abu Dhabi 'Stargate' AI Hub Linked to U.S. Tech Firms

Google’s TurboQuant Rattles Memory Stocks as Analysts See Limited Impact

Micron Extends Yearlong Rally as AI-Fueled Memory Shortage Triggers Fresh Price Spikes

Aikido Plans Underwater Data Centers Inside Floating Wind Turbines, With North Sea Pilot This Year

Core Scientific Closes $500 Million Morgan Stanley Loan to Speed AI Data Center Pivot

Nvidia Delivers Another Record Quarter and Higher Outlook as Markets Stay Wary of AI Frenzy

Never miss stories about

AI Infrastructure