Technology ❯ Artificial Intelligence

Infrastructure

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Nvidia’s Jensen Huang Recasts AI as Industrial Infrastructure Requiring Trillions More

The rare essay counters rising fears of AI job losses.

Nscale Raises $2 Billion at $14.6 Billion Valuation to Scale AI Data Centers

Nvidia Taps Samsung and SK Hynix for Vera Rubin HBM4 as Micron Misses Flagship Slot

SanDisk Jumps on Earnings Beat and Bullish Guidance as NAND Prices Climb

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

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

Analysts Reaffirm Amazon on AI-Led AWS Expansion Despite Elevated Capex

Nvidia’s AI Boom Collides With Valuation Jitters and War-Driven Volatility

Invesco Small Cap Value Fund Beats Benchmark in Q4 as AI Plays Shape Portfolio

OpenAI Secures $110 Billion From Amazon, Nvidia and SoftBank at $730 Billion Valuation

Hyperscalers Set $655 Billion AI Spend for 2026 as Power Becomes the New Bottleneck

TeraWulf Misses Q4 Targets as Bitcoin Slide Hits Mining, Touts $12.8 Billion AI/HPC Pipeline

Smartphone Shipments Set for Record 2026 Slump as AI Soaks Up Memory Supply

Meta Strikes Multi-Year, Multibillion-Dollar Deal to Rent Google TPUs

AMD Invests $150 Million in Nutanix, Pledges Up to $100 Million More for Open Enterprise AI Platform

Meta Strikes Multiyear AMD Deal for Up to 6 GW of AI Compute

Intel Backs SambaNova With $350 Million Round and Planned Multi-Year Inference Partnership as SN50 Debuts

Stargate AI Buildout Stumbles as Partner Disputes Drag On and Financing Doubts Mount

Bitdeer Empties Bitcoin Treasury, Prices $325 Million Notes to Fund AI/Data Center Push

Nvidia’s Feb. 25 Earnings Will Set the Tone for the AI Infrastructure Boom