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AI Infrastructure

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Wall Street Sees Big Upside for Broadcom After Q1 Beat

Upgrades signal confidence in its AI hardware-plus-software model.

Nvidia Invests $2 Billion in Marvell to Plug Custom Chips Into NVLink AI Fabric

Alphabet’s AI Strategy Gains Traction as Wall Street Lifts Targets and Product Rollouts Accelerate

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Mistral AI Secures $830 Million Debt to Build Nvidia-Powered Paris Data Center

Rebellions Raises $400 Million in Pre-IPO Round Led by Mirae Asset and Korea Growth Fund

Starcloud Raises $170 Million at $1.1 Billion Valuation for Orbital Data Centers

Big Tech Selloff Deepens as Oil Shock and Rate-Hike Odds Hit AI Leaders

Arista Networks Tipped to Top 2026 Guidance as AI Data‑Center Spending Surges

Google’s TurboQuant Rattles Memory Stocks as Analysts See Limited Impact

Meta Accelerates AI Pivot With Training, Coding Targets and New 'Pod' Roles

CPU Shortage Deepens as Intel Lifts Prices and AMD Prepares Increases

Nvidia Maps $1 Trillion AI Chip Runway as Markets Hesitate

Nvidia-Backed Reflection AI Seeks $2.5 Billion at $25 Billion Valuation

FET Rebounds Toward Key Resistance as AI-Token Buying Returns

AI Buildout Supercharges China’s Chip Industry at Semicon China

Nebius Closes $4.34 Billion Convertible Notes as BofA Starts Coverage at Buy

SK Hynix Files Record $8 Billion Order for ASML EUV Tools for 2027 Delivery

Broadcom Says TSMC Has Hit Capacity Creating a 2026 AI Chip Bottleneck

OpenAI, Helion Discuss Multi-Gigawatt Fusion Power Supply

Tower Semiconductor Rallies on 400–420 Gbps Silicon Photonics Demo With Coherent