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4 ARTICLES

2h ago

IREN Buys $1.6 Billion of Dell Blackwell Systems to Boost AI Cloud Capacity

The purchase is meant to accelerate commissioning at Childress and raise IREN’s reported annualized run-rate revenue toward $4.4 billion while relying on financing and delivery assumptions.

7 ARTICLES

5h ago

Dropbox Promotes Ashraf Alkarmi to Co‑CEO as Drew Houston Shifts to Executive Chairman

4 ARTICLES

15h ago

Snowflake Faces Market Test as Q1 FY27 Results Loom

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3 ARTICLES

yesterday

Google and Blackstone Launch $5 Billion TPU Neocloud and Begin Selling Chips to Select Customers

10 ARTICLES

3d ago

Applied Digital Signs Second 300 MW, 15‑Year Hyperscaler Lease and Raises Contracted Revenue to $31 Billion

10 ARTICLES

4d ago

Nvidia Posts Record Quarter and Guides $91 Billion Without China

10 ARTICLES

5d ago

Hyperscaler AI Buildouts Lift Pick‑and‑Shovel Suppliers as Nvidia Controls Tight GPU Supply

3 ARTICLES

6d ago

Marvell Shares Set New High After AMD Discloses Stake and Wall Street Lifts Targets

7 ARTICLES

last wk.

IREN Closes $3 Billion Convertible Notes to Fuel AI Cloud Expansion

3 ARTICLES

last wk.

Akamai to Buy LayerX for $205 Million to Add Browser-Level AI Controls

38 ARTICLES

last wk.

Alibaba Steps Up AI Bet as Cloud Revenue Jumps 38% and Profit Slides

4 ARTICLES

last wk.

Dynatrace Surpasses $2 Billion in ARR and Sets FY27 Growth Targets

5 ARTICLES

last wk.

Bank of America Upgrade Sends Akamai to 26-Year High on AI Infrastructure Thesis

5 ARTICLES

last wk.

Cloud Computing

IREN Buys $1.6 Billion of Dell Blackwell Systems to Boost AI Cloud Capacity

Dropbox Promotes Ashraf Alkarmi to Co‑CEO as Drew Houston Shifts to Executive Chairman

Snowflake Faces Market Test as Q1 FY27 Results Loom

Google and Blackstone Launch $5 Billion TPU Neocloud and Begin Selling Chips to Select Customers

Applied Digital Signs Second 300 MW, 15‑Year Hyperscaler Lease and Raises Contracted Revenue to $31 Billion

Nvidia Posts Record Quarter and Guides $91 Billion Without China

Hyperscaler AI Buildouts Lift Pick‑and‑Shovel Suppliers as Nvidia Controls Tight GPU Supply

Alteryx Introduces Agent Studio and MCP Server for Governed AI Automation

Prediction: Amazon, TSMC, Broadcom, Meta Could Reach $3 Trillion by 2027

Nvidia Starts Shipping Vera CPU to Anthropic, OpenAI, SpaceXAI and Oracle

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Cloud Computing

Arista Gains Analyst Upgrades on AI Networking Demand Despite Supply Limits

Nebius Leaps on Blowout Quarter as It Lifts 2026 Power Target Beyond 4 GW

Rumble Misses Q1 Targets as Northern Data Deal Nears Close

Marvell Shares Set New High After AMD Discloses Stake and Wall Street Lifts Targets

IREN Closes $3 Billion Convertible Notes to Fuel AI Cloud Expansion

Akamai to Buy LayerX for $205 Million to Add Browser-Level AI Controls

Alibaba Steps Up AI Bet as Cloud Revenue Jumps 38% and Profit Slides

Dynatrace Surpasses $2 Billion in ARR and Sets FY27 Growth Targets

Bank of America Upgrade Sends Akamai to 26-Year High on AI Infrastructure Thesis

IREN Strikes $3.4 Billion Nvidia Cloud Deal as It Accelerates AI Pivot

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Cloud Computing