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Pinterest Commits $4 Billion to AWS to Scale AI

The company says the multi-year agreement will speed model training and inference to improve personalization for users, lifting advertiser returns.

Situational Awareness Takes 5.6% Stake as Nvidia Praise Sends Nebius Stock Higher

Bitdeer Names Michael Potter as CFO as It Shifts Toward AI Cloud Infrastructure

CoreWeave Rally Accelerates After Russell 3000 Addition and $3.1B Loan

Bloom Energy Surges After Q1 Beat as AI Data Centers Commit to Multi‑Gigawatt Fuel‑Cell Power

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

Analysts Lift Marvell Targets as AI Bets Drive Stretched Valuation

Ex‑OpenAI Researcher’s Fund Unveils $13.7 Billion Longs in Bitcoin Miners and Big Puts on Chip Stocks

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

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

Intel Falls 2.6% After Hot Inflation Hits Chip Rally

Nebius Heads Into Q1 Report With Shares Near Highs and a $46 Billion Backlog

Jassy Defends Amazon’s $200 Billion AI Buildout as a Long-Term Bet

CoreWeave Shares Rise After Citi Lifts Target to $155 on AI Demand

Wedbush Initiates Oracle With Outperform, Citing Contract-Backed AI Buildout

Meta Strikes Multi-Year AWS Deal to Deploy Tens of Millions of Graviton Cores

Meta to Cut About 10% of Staff, Close 6,000 Open Roles

GitHub Halts New Copilot Sign-Ups for Individuals, Tightens Token Limits

CoreWeave Lifts Bond Deal to $2.75 Billion as New Contracts Drive Rally

Oracle Banks on $553 Billion AI Backlog as Debt and Layoffs Reshape Its Bet