AI Infrastructure

Data Centers Cloud Computing Semiconductors Market Trends Chip Manufacturing AI Chips Hardware AI Applications Investment Investment Trends

7 ARTICLES

yesterday

CoreWeave’s Breakout Revenue Raises Questions Over Heavy Debt and Fresh Financings

Management pushed revenue targets on a $104 billion backlog and Nvidia platform validation while large outstanding borrowings and new convertible and share programs heighten refinancing and dilution risk.

4 ARTICLES

yesterday

Firmus Pursues About $10 Billion in Pre‑IPO Funding Ahead of ASX Listing

8 ARTICLES

2d ago

Microsoft Says Azure Is Growing in the Mid‑40s as It Raises Prices for Renewals

9 ARTICLES

2d ago

NVIDIA Launches DSX Ready as LG Units Qualify for AI Data Center Power and Cooling

5 ARTICLES

3d ago

SB Energy Pauses U.S. IPO as Investors Question $50 Billion Valuation

7 ARTICLES

3d ago

Nebius Hikes Premium Compute Prices After Surging Enterprise Demand

7 ARTICLES

3d ago

Nscale Files for NYSE IPO With $103 Billion Contract Backlog Dominated by Microsoft and Anthropic

4 ARTICLES

3d ago

Arthur Hayes Says AI Spending Pullback Could Lead to Liquidity Boost for Bitcoin

4 ARTICLES

5d ago

Palantir Raises 2026 Outlook After Breakout Quarter as Deployment Capacity Becomes Central

3 ARTICLES

last wk.

Disputed U.S. Intervention in Kalshi’s AI‑Compute Price Curve

13 ARTICLES

last wk.

Nvidia Endorses CoreWeave and Nebius, Markets Shift to Financing Risks

4 ARTICLES

last wk.

Qualcomm and AWS Announce Deal Allowing Amazon to Buy Up to $60 Billion in AI Chips

3 ARTICLES

last wk.

Musk Says SpaceX Is Highly Confident It Will Launch Nvidia NVL72 AI Racks to Orbit in 2027

4 ARTICLES

last wk.

ByteDance Signs $29.6 Billion Syndicated Loan for AI Buildout

6 ARTICLES

last wk.

Alphabet's Google Cloud Hits $514 Billion Backlog as Revenue Soars 82%

AI Infrastructure

CoreWeave’s Breakout Revenue Raises Questions Over Heavy Debt and Fresh Financings

Firmus Pursues About $10 Billion in Pre‑IPO Funding Ahead of ASX Listing

Microsoft Says Azure Is Growing in the Mid‑40s as It Raises Prices for Renewals

NVIDIA Launches DSX Ready as LG Units Qualify for AI Data Center Power and Cooling

SB Energy Pauses U.S. IPO as Investors Question $50 Billion Valuation

Nebius Hikes Premium Compute Prices After Surging Enterprise Demand

Nscale Files for NYSE IPO With $103 Billion Contract Backlog Dominated by Microsoft and Anthropic

Arthur Hayes Says AI Spending Pullback Could Lead to Liquidity Boost for Bitcoin

Oracle Posts Strong Cloud Quarter While Carrying Massive Debt Load

Crusoe Raises $3.9 Billion to Scale AI Data Centers and Modular Spark Factories

Never miss stories about

AI Infrastructure

SK hynix Launches 'SK hynix Ventures' to Back AI Infrastructure

Bain Capital Ventures Raises $1.6 Billion Fund Focused on Early-Stage AI

Singapore Exports Surge as Electronics and AI Demand Lift August NODX

Palantir Raises 2026 Outlook After Breakout Quarter as Deployment Capacity Becomes Central

Disputed U.S. Intervention in Kalshi’s AI‑Compute Price Curve

Nvidia Endorses CoreWeave and Nebius, Markets Shift to Financing Risks

Qualcomm and AWS Announce Deal Allowing Amazon to Buy Up to $60 Billion in AI Chips

Musk Says SpaceX Is Highly Confident It Will Launch Nvidia NVL72 AI Racks to Orbit in 2027

ByteDance Signs $29.6 Billion Syndicated Loan for AI Buildout

Alphabet's Google Cloud Hits $514 Billion Backlog as Revenue Soars 82%

Never miss stories about

AI Infrastructure