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AI Infrastructure

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

Meta Rises as Analysts Highlight Engagement and EU Secures WhatsApp AI Access Pledge

Investors are weighing outsized 2026 AI spending that knocked the shares after earnings.

AI Trade Splits: Nvidia’s Grip Endures as Software Slumps, Insider Sales and Big Buy Send Mixed Signals

Oracle Q3 Earnings: AI Cloud Gains Face Financing Questions

Analysts Warn Laptop Prices Could Jump Up to 40% as PC Component Crunch Deepens

Amazon Targets $37–$42 Billion Multi-Currency Bond Sale

Nscale Secures $2 Billion at $14.6 Billion Valuation, Adds Sandberg, Clegg and Decker to Board

Cortical Labs Unveils Melbourne Biocomputing Center, Details Singapore Plan Using Human Neurons

TSMC Posts 30% Jan-Feb Sales Gain on AI Demand

HPE Lifts Outlook, Prioritizes Higher-Margin Networking as Supply Tightens

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Marvell Rallies as 1.6T Interconnect Wins Lift Outlook and Quell Hyperscaler Fears

Starcloud Plans Late-2026 Mission to Mine Bitcoin in Orbit

Broadcom Lifts Outlook as AI Revenue Soars and Six Custom-Chip Deals Deepen

Marvell Lifts Multi‑Year Outlook as AI Data‑Center Sales Hit Records

Analysts Lift Nvidia Targets as Broadcom Projects $100 Billion in 2027 AI Chip Sales

OpenAI and Oracle Scrap Abilene Stargate Expansion as Meta Weighs Lease After Nvidia Deposit

Oracle Plans Thousands of Job Cuts as AI Buildout Strains Finances

CoreWeave Draws Split Wall Street Calls as Perplexity Deal Lands and Capex Jitters Persist

Tech Giants Sign White House Pledge to Shield Consumers From AI Data-Center Power Costs

Jensen Quality Growth Takes New Broadcom Stake, Calling It a Core AI Supplier

South Korea Flags Chip Materials Risk as Iran Conflict Exposes AI Supply Chain Weakness