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Infrastructure

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Baseten Raises $1.5 Billion and Is Valued at $13 Billion

Investors are betting on cheaper, lower‑latency infrastructure for running open‑source AI models.

Micron and Anthropic Forge Strategic Partnership to Scale AI Memory and Storage

Supermicro Executes $7 Billion Equity Raise to Fund $39 Billion AI Server Backlog

CoreWeave Joins Nasdaq-100 as Bond Filings and Analyst Read‑Throughs Lift Shares

AMD and Rackspace Sign Definitive Deal for 30 MW Phased AI Compute Rollout

Equinix Expands Cisco‑Nvidia Secure AI Factory Across Its Global Data Centers

Fiserv Promotes Takis Georgakopoulos to CEO as Mike Lyons Leaves for Truist

Anthropic Signs 12+ Preliminary U.S. Data‑Center Leases Totaling Over 1 GW

Amazon Completes Record C$14 Billion Bond Sale in Canada

SpaceX Discloses $920M‑a‑Month Google Compute Deal Ahead of IPO

AIFA Moves to Build Hainan AI Hub and Link It to Southeast Asia Fiber Network

Pinterest Commits $4 Billion to AWS to Scale AI

SanDisk Stock Hits Record High After Fresh Wall Street Upgrades

Bit Digital Buys $20 Million of Ether and Quickly Logs a $3 Million Unrealized Loss

Bloom Energy Turns Profitable as Multi‑Gigawatt Data‑Center Orders Balloon

Credo Completes DustPhotonics Acquisition to Add Silicon Photonics

Bit Digital Originates $100 Million Loan to Back Majority-Owned WhiteFiber

Softcat Raises Full‑Year Profit Forecast After AI Infrastructure Surge

Nvidia Posts Record Quarter and Guides $91 Billion Without China

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