AI Infrastructure

Data Centers Partnerships Google Cloud GPU Computing Data Management Microsoft Azure Graphics Processing Units GPU Technology CoreWeave AI Models

6 ARTICLES

5d ago

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

The analyst note frames Microsoft and Nvidia contracts as commercial validation that could drive large recurring revenue while leaving the company to bridge a multibillion-dollar capital and buildout challenge.

13 ARTICLES

6d ago

CoreWeave Reports Record Q1 Sales as Loss Widens, Shares Fall on Soft Q2 Outlook

5 ARTICLES

last mo.

CoreWeave Shares Rise After Citi Lifts Target to $155 on AI Demand

5 ARTICLES

2mo ago

IREN Stock Jumps 7.5% as AI Cloud Pivot Draws New Buying

6 ARTICLES

2mo ago

Google Says AI Now Generates 75% of Its New Code

AI Infrastructure

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

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

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

Blackstone, Google Form $5 Billion Venture for TPU Data Centers

Wall Street Splits After Nebius’ Blowout Quarter

Never miss stories about

AI Infrastructure

Rumble Misses Q1 Targets as Northern Data Deal Nears Close

Wedbush Lifts Oracle Price Target to $275, Citing AI Backlog

Nebius Raises 2026 Capex to $20–$25 Billion After Q1 Revenue Beat

CoreWeave’s Q1 Tops Forecasts as AI Backlog Nears $100 Billion

Nscale Secures $790 Million for Norway AI Data Center Expansion

Fortinet Soars After Beat-and-Raise Quarter, Lifts 2026 Outlook

CoreWeave Reports Record Q1 Sales as Loss Widens, Shares Fall on Soft Q2 Outlook

CoreWeave Shares Rise After Citi Lifts Target to $155 on AI Demand

IREN Stock Jumps 7.5% as AI Cloud Pivot Draws New Buying

Google Says AI Now Generates 75% of Its New Code

Never miss stories about

AI Infrastructure