AI Infrastructure

Data Centers Partnerships Google Cloud GPU Computing Market Trends CoreWeave Microsoft Azure Data Management Graphics Processing Units Investment Trends

5 ARTICLES

6d ago

Amazon Scales Back Nova Line to Focus on Single Frontier AI Model

The company is reallocating engineers and compute to a new frontier-model research team led by Pieter Abbeel and plans to show a flagship at re:Invent.

9 ARTICLES

last wk.

CoreWeave Shares Fall After Dual Downgrades as Investors Question $31–$35B Spending Plan

5 ARTICLES

2w ago

Oracle's AI Pivot Leaves $638 Billion Backlog but Raises Big Financing and Execution Questions

9 ARTICLES

2w ago

Oracle Stock Plunges as $638 Billion AI Backlog Meets a $40 Billion Funding Plan

3 ARTICLES

4w ago

Big Tech Commits $600–$725 Billion to AI in 2026

6 ARTICLES

4w ago

IREN Shortlisted for Reported Anthropic 1.4GW Australia Tender

10 ARTICLES

4w ago

CoreWeave Shares Slide as Reports That Meta May Resell Idle AI Compute Raise Concentration Fears

5 ARTICLES

4w ago

Nebius Debuts AI Cloud 3.6 With Nebius Echo as It Accelerates Power and Data-Center Buildout

9 ARTICLES

4w ago

Meta Reported to Weigh Selling Spare AI Compute as CoreWeave Shares Slide

9 ARTICLES

4w ago

Oracle Faces Funding Test After Disclosing $638 Billion AI Backlog

7 ARTICLES

last mo.

Cerebras Beats Q1 Estimates but Lowers 2026 Margins to Rent Systems for OpenAI Rollout

8 ARTICLES

last mo.

CoreWeave Joins Nasdaq-100 After Rapid GPU-Powered Growth

6 ARTICLES

last mo.

Jefferies Lifts IREN After Hyperscaler Deals but Flags Big Financing and Execution Tests

13 ARTICLES

last mo.

CoreWeave Validates NVIDIA Vera Rubin NVL72 as First AI Cloud Provider

AI Infrastructure

Amazon Scales Back Nova Line to Focus on Single Frontier AI Model

CoreWeave Shares Fall After Dual Downgrades as Investors Question $31–$35B Spending Plan

Oracle's AI Pivot Leaves $638 Billion Backlog but Raises Big Financing and Execution Questions

Oracle Stock Plunges as $638 Billion AI Backlog Meets a $40 Billion Funding Plan

Big Tech Commits $600–$725 Billion to AI in 2026

IREN Shortlisted for Reported Anthropic 1.4GW Australia Tender

CoreWeave Shares Slide as Reports That Meta May Resell Idle AI Compute Raise Concentration Fears

Nebius Debuts AI Cloud 3.6 With Nebius Echo as It Accelerates Power and Data-Center Buildout

Meta Reported to Weigh Selling Spare AI Compute as CoreWeave Shares Slide

Oracle Faces Funding Test After Disclosing $638 Billion AI Backlog

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AI Infrastructure

Cerebras Beats Q1 Estimates but Lowers 2026 Margins to Rent Systems for OpenAI Rollout

CoreWeave Joins Nasdaq-100 After Rapid GPU-Powered Growth

Jefferies Lifts IREN After Hyperscaler Deals but Flags Big Financing and Execution Tests

Nebius Joins Nasdaq‑100 as Eigen AI Deal Closes and Shares Reach Record Highs

Amazon Raises $17.5 Billion to Fuel AI Push as Wall Street Backs Growth

Amazon Deploys AI Seller Assistant to 1.7 Million Merchants in India

CoreWeave Added to Nasdaq-100 as Shares Tick Higher After Large Debt Raise

Ellison Loses About $47 Billion as Oracle Shares Slide

Google Breaks Ground on Meitner Energy Center in Texas Panhandle

CoreWeave Validates NVIDIA Vera Rubin NVL72 as First AI Cloud Provider

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AI Infrastructure