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AI Infrastructure

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Intel’s Stock Pulls Back After 216% Surge Driven by AI-Infrastructure Bets

Investor enthusiasm for an AI and foundry turnaround now hinges on whether upcoming results can justify high valuations despite visible GAAP losses.

Meta Eyes Cloud Business to Sell Excess AI Compute

Valar Atomics Powers Nvidia Chip With Helium‑Cooled Microreactor

Ashton Kutcher Leaves Sound Ventures to Launch Early-Stage VC With Morgan Beller

Oracle Flags Data-Center Risks as AI Buildout Forces Massive Spending

Cerebras Posts Big Revenue Beat but Warns Margins Will Shrink

Nvidia and AMD Rerated as Vera Rubin Production Starts and EPYC Venice Ramps

Microsoft Readies Small Layoff Round Targeting Sales, Consulting and Xbox

Linkhome Completes Purchase of Mortgage One to Fund GPU Financing Push

Brookfield Expands AI Financing for Bloom Energy to $25 Billion

Oxmiq Raises $35 Million to License OxCore AI Chip Architecture

Meta Report Sends Nebius Shares Tumbling

Super Micro Taiwan Staff Detained in AI‑Server Export Probe

SoftBank Creates SB Neo to Rent AI Compute to U.S. Customers

Microsoft Shares Drop Sharply as Heavy AI Capex Collides With Record Cloud Growth

MGX Closes $49 Billion Fund to Back AI Infrastructure

BIS Warns $1 Trillion AI Buildout Could Trigger a Rapid Market Unwind

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

Firmus and Nvidia Strike Deal to Build 170,000‑GPU AI Campus in Batam

Apple Seeks White House Clearance to Buy DRAM From Blacklisted Chinese Supplier