AI Infrastructure

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

11 ARTICLES

last wk.

HIVE Signs $350 Million Five‑Year GPU Cloud Deal

Pushing BUZZ HPC’s contracted GPU revenue toward the year‑end target, the agreement requires about $185 million in capital to build a 2,016‑GPU cluster planned for Q4 deployment at Bell AI Fabric in Merritt, British Columbia.

3 ARTICLES

last wk.

Microsoft Accepts IREN’s First 50MW AI Site as Nvidia Grants Exemplar Status

7 ARTICLES

last wk.

Microsoft Accepts IREN’s First 50MW Horizon, Enabling Billing Under $9.7B Cloud Deal

9 ARTICLES

last wk.

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

5 ARTICLES

last mo.

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

9 ARTICLES

last mo.

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

3 ARTICLES

last mo.

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

6 ARTICLES

last mo.

IREN Shortlisted for Reported Anthropic 1.4GW Australia Tender

10 ARTICLES

last mo.

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

5 ARTICLES

last mo.

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

9 ARTICLES

last mo.

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

9 ARTICLES

last mo.

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

2mo ago

CoreWeave Joins Nasdaq-100 After Rapid GPU-Powered Growth

6 ARTICLES

2mo ago

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

13 ARTICLES

2mo ago

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

AI Infrastructure

HIVE Signs $350 Million Five‑Year GPU Cloud Deal

Microsoft Accepts IREN’s First 50MW AI Site as Nvidia Grants Exemplar Status

Microsoft Accepts IREN’s First 50MW Horizon, Enabling Billing Under $9.7B Cloud Deal

Microsoft’s AI Push Boosts Revenue as Record Data‑Center Spending Drains Cash

CoreWeave and Nebius Report Soaring AI Cloud Sales While Backlogs and Debt Rise

SoftBank Sees Profit Fall but Beats Forecast as Intel Gains Boost Results

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

Never miss stories about

AI Infrastructure

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

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

Never miss stories about

AI Infrastructure