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AI Infrastructure

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Bank of America Reinstates Buy on Oracle as AI Backlog Swells

The rating hinges on whether Oracle can turn a $553 billion order book into revenue before cash needs peak.

Microsoft Azure Becomes First Cloud to Validate NVIDIA’s Vera Rubin NVL72

CoreWeave Draws Fresh Buy Ratings as Securities Lawsuit Lands Ahead of Feb. 26 Update

CoreWeave Launches $2 Billion Convertible Notes Offering; Stock Drops on Financing Plan

AI’s SaaS Shakeup Will Be Measured, Not Immediate

CoreWeave Plunges After Guidance Cut Tied to Data‑Center Delays

Microsoft Will Fold OpenAI Chip Designs Into Its Own Silicon Through 2030

Oracle Sets 2026 OCI AI Supercluster With 50,000 AMD MI450 GPUs

OpenAI and Broadcom Finalize Multiyear Deal for 10 GW of AI Accelerators

Alibaba Extends 2025 Rally as JPMorgan Lifts Target on AI Push

CoreWeave Surges Past $100 as AI Infrastructure Stocks Soar

Alibaba Announces $53 Billion Investment in AI and Cloud Infrastructure

AI Cloud Startup Vultr Secures $333M in First Funding Round at $3.5B Valuation