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Nvidia Posts Record $81.6 Billion Quarter on Surging Data Center Sales

Investors must weigh Nvidia’s central role in global AI infrastructure against valuation risks from growth that excludes China.

Hive Plans C$3.5 Billion, 320 MW AI Gigafactory in Greater Toronto Area

HIVE’s BUZZ HPC Plans C$3.5 Billion, 320‑MW AI Campus in Greater Toronto by 2027

Gates Foundation Trust Sells Final Microsoft Stake in $3.2 Billion Exit

Arista Gains Analyst Upgrades on AI Networking Demand Despite Supply Limits

Datavault AI Shares Slide After Q1 Miss as Company Reaffirms $200 Million 2026 Goal

Ford Shares Jump on Launch of U.S.-Made Energy Storage Unit

Keel Infrastructure Posts $145 Million Q1 Loss as AI Data-Center Pivot Advances

MARA Sells $1.5 Billion in Bitcoin, Reports $1.3 Billion Loss as It Pivots to AI Data Centers

Anthropic Leases SpaceXAI’s Colossus Supercomputer to Expand Claude Capacity

TeraWulf’s AI Hosting Surges in Q1 as Pivot From Bitcoin Takes Hold

Applied Digital Spins Off ChronoScale and Secures $300 Million Bridge to Build Third AI Data Center

CoreWeave Q1 Results Due Thursday With Big Move Priced In

K Wave Media Scraps Bitcoin Plan, Redirects $485 Million to AI Infrastructure

Gorilla, Yotta Unveil $2.8 Billion India AI Compute Expansion With 20,736 B300 GPUs

CoreWeave Secures Megadeals, Lifts 2026 Sales Outlook to $12–$13 Billion

Applied Digital Raises $2.15 Billion to Scale AI Data Centers

Nebius Shares Jump on Reports It May Target AI21 for Full-Stack Push

Michael Dell Warns AI Memory Demand Could Jump 625x by 2028

Alibaba Activates 10,000-Chip AI Cluster in China Telecom Data Center