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AI Infrastructure

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5 ARTICLES

4w ago

Oracle Bets on $553 Billion AI Backlog With Heavy Debt-Funded Buildout

Bond and supply financings are funding a rapid GPU and data-center expansion that raises questions about when booked contracts will convert to revenue.

9 ARTICLES

4w ago

Anthropic Lets Enterprises Run Claude Agent Tooling Inside Their Networks

11 ARTICLES

last mo.

Rackspace Soars After Revenue Beat and AMD AI Cloud MOU

8 ARTICLES

last mo.

Oracle’s AI Buildout Gets Fresh Tailwind With $1.65 Billion Datapod Deal and Bullish Analyst Support

6 ARTICLES

last mo.

Nokia Hits 16-Year High on AI Data‑Center Networking Boom

5 ARTICLES

last mo.

CoreWeave Extends AI Footprint With Anthropic Deal, $1 Billion Debt Raise

3 ARTICLES

2mo ago

Piper Sandler Upgrades Cloudflare to Overweight With $222 Target as Shares Climb

16 ARTICLES

2mo ago

CoreWeave Shares Climb 11.1% for the Week on Perplexity Deal, Nvidia Demand Signal

4 ARTICLES

3mo ago

Nvidia Invests $2 Billion in Nebius as AI Cloud Builder Ramps Multi‑Gigawatt Expansion

9 ARTICLES

3mo ago

CoreWeave Shares Jump on PhysicsX Partnership and Flexible Cloud Pricing Launch

46 ARTICLES

3mo ago

Oracle Lifts 2027 Sales Target After Q3 Beat as AI Backlog Swells to $553 Billion

7 ARTICLES

4mo ago

Oracle Sets $45–$50 Billion 2026 Raise for AI Buildout as UBS Maintains Buy After Target Cut

6 ARTICLES

4mo ago

Nokia Recasts Segments and Reports Q4 Growth as AI-Driven Network Sales Jump, Guidance Pulls Shares Lower

5 ARTICLES

4mo ago

Nebius Faces Split Wall Street Views as Shares Rally

6 ARTICLES

5mo ago

Foxconn Sets Quarterly Revenue Record on AI Server Boom, Tops Estimates

5 ARTICLES

5mo ago

Applied Digital to Merge Cloud Unit With Ekso Bionics to Create ChronoScale, Retaining 97% Stake

5 ARTICLES

6mo ago

Nebius Rebounds on Analyst Calls Fueling AI Neocloud Rally

AI Infrastructure

Oracle Bets on $553 Billion AI Backlog With Heavy Debt-Funded Buildout

Anthropic Lets Enterprises Run Claude Agent Tooling Inside Their Networks

Rackspace Soars After Revenue Beat and AMD AI Cloud MOU

Oracle’s AI Buildout Gets Fresh Tailwind With $1.65 Billion Datapod Deal and Bullish Analyst Support

Nokia Hits 16-Year High on AI Data‑Center Networking Boom

CoreWeave Extends AI Footprint With Anthropic Deal, $1 Billion Debt Raise

Piper Sandler Upgrades Cloudflare to Overweight With $222 Target as Shares Climb

Google Deepens Intel Deal for Xeon 6, Custom Data-Center IPUs

Cisco and Nutanix Expand Joint Platform for Edge, AI and Multitenant Cloud

Oracle Adds AI Agents to Fusion Cloud to Automate Finance Work

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AI Infrastructure

CoreWeave Shares Climb 11.1% for the Week on Perplexity Deal, Nvidia Demand Signal

Nvidia Invests $2 Billion in Nebius as AI Cloud Builder Ramps Multi‑Gigawatt Expansion

CoreWeave Shares Jump on PhysicsX Partnership and Flexible Cloud Pricing Launch

Oracle Lifts 2027 Sales Target After Q3 Beat as AI Backlog Swells to $553 Billion

Oracle Sets $45–$50 Billion 2026 Raise for AI Buildout as UBS Maintains Buy After Target Cut

Nokia Recasts Segments and Reports Q4 Growth as AI-Driven Network Sales Jump, Guidance Pulls Shares Lower

Nebius Faces Split Wall Street Views as Shares Rally

Foxconn Sets Quarterly Revenue Record on AI Server Boom, Tops Estimates

Applied Digital to Merge Cloud Unit With Ekso Bionics to Create ChronoScale, Retaining 97% Stake

Nebius Rebounds on Analyst Calls Fueling AI Neocloud Rally

Never miss stories about

AI Infrastructure