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AI Infrastructure

Nvidia Reports Record Quarter and Forecasts Roughly 70% Revenue Growth

This outlook hands pricing leverage to memory suppliers.

Amazon’s Q2 Upshift Eases AI Spending Fears and Sends Shares Higher

Amazon Says $600 Million in Tariff Refunds and Will Reimburse Some Shoppers

Tech Giants Report AI-Driven Beats as Capex Soars and Markets Climb

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

Amazon’s $200 Billion AI Buildout Triggers Broad Tech Selloff

Alphabet Set to Report Q4 Results as Investors Eye AI Payoff

Cipher Mining Signs 15-Year $5.5 Billion AWS Lease to Power AI Shift

AI Buildout Accelerates as Alphabet Hits $100 Billion and Amazon Raises 2025 Capex

Apple Delivers Strong Q3 as Tariff Costs Rise and AI Lags