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AI Infrastructure

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4 ARTICLES

3w ago

Cango Posts $81.6 Million Q2 Loss as Shares Drop Over 20%

Noncash impairment plus disposal charges of $51.4 million drove the loss, leaving the company reliant on high Bitcoin prices while it pursues cost cuts and an early AI compute push.

9 ARTICLES

3w ago

IREN Shifts From Bitcoin Mining to AI With $4 Billion of Contracted ARR and $25–30B Build Plan

13 ARTICLES

3w ago

IBM Signs $240 Million Deal With Together AI to Build Nvidia‑Powered Inference Cluster

7 ARTICLES

last mo.

Quantinuum’s Helios to Run Inside Oracle Cloud Infrastructure

4 ARTICLES

last mo.

Jabil Upgraded to Buy as AI Infrastructure Revenue Is Forecast to Near $20 Billion

9 ARTICLES

last mo.

Goldman Discloses 7.2% Passive Stake in Nebius as Investors Brace for Quarterly Test

3 ARTICLES

last mo.

Naver Posts Strong Q2 as It Lays Out Nvidia‑Backed AI Factory Plan

3 ARTICLES

last mo.

AZIO AI Signs Agreement for Up to 128 NVIDIA HGX B300 Systems

9 ARTICLES

last mo.

Applied Digital Beats Q4 Estimates as Three Hyperscaler Leases Create $20B Backlog

6 ARTICLES

last mo.

O’Keeffe Stevens Urges Caution After Q2 Rally While Backing Sphere and Callaway

10 ARTICLES

2mo ago

Verizon Signs More Than $1 Billion Dark‑Fiber Deal With Google

15 ARTICLES

2mo ago

Lee Travels to San Francisco to Press U.S. AI Firms on Korea’s Chip and AI Megaprojects

14 ARTICLES

2mo ago

SK Hynix Raises $26.5 Billion and Becomes the Dominant Supplier of AI Memory

5 ARTICLES

2mo ago

Meta Hires Top AWS Executive to Run Meta Compute and Large-Scale Data‑Center Buildout

AI Infrastructure

Cango Posts $81.6 Million Q2 Loss as Shares Drop Over 20%

IREN Shifts From Bitcoin Mining to AI With $4 Billion of Contracted ARR and $25–30B Build Plan

Agentic AI Is Scaling Faster Than Enterprise Controls

Citi Puts Oracle on 90‑Day Watch and Calls the July Rout a Buying Opportunity

Pelosi Household Discloses Multimillion Stake in Bloom Energy

Stripe Buys OpenRouter in Roughly $8 Billion Deal

Cisco Raises FY2027 Targets on Surging Hyperscaler AI Orders, Stock Slumps

Intel Prices $20 Billion Equity Offering to Fund Foundry Build‑Out

IBM Signs $240 Million Deal With Together AI to Build Nvidia‑Powered Inference Cluster

Quantinuum’s Helios to Run Inside Oracle Cloud Infrastructure

Never miss stories about

AI Infrastructure

Jabil Upgraded to Buy as AI Infrastructure Revenue Is Forecast to Near $20 Billion

Goldman Discloses 7.2% Passive Stake in Nebius as Investors Brace for Quarterly Test

Naver Posts Strong Q2 as It Lays Out Nvidia‑Backed AI Factory Plan

AZIO AI Signs Agreement for Up to 128 NVIDIA HGX B300 Systems

Applied Digital Beats Q4 Estimates as Three Hyperscaler Leases Create $20B Backlog

O’Keeffe Stevens Urges Caution After Q2 Rally While Backing Sphere and Callaway

Verizon Signs More Than $1 Billion Dark‑Fiber Deal With Google

Lee Travels to San Francisco to Press U.S. AI Firms on Korea’s Chip and AI Megaprojects

SK Hynix Raises $26.5 Billion and Becomes the Dominant Supplier of AI Memory

Meta Hires Top AWS Executive to Run Meta Compute and Large-Scale Data‑Center Buildout

Never miss stories about

AI Infrastructure