AI Infrastructure

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4 ARTICLES

17h ago

Anthropic Identified as Buyer in RUM’s $13.7 Billion Compute Agreement

Confirmation of Anthropic highlights demand for RUM’s Maysville capacity, raising questions about equity dilution and the company’s ability to fund and finish the buildout.

4 ARTICLES

17h ago

ByteDance Signs $29.6 Billion Syndicated Loan for AI Buildout

19 ARTICLES

17h ago

AI Leaders’ Call to Slow Frontier Models Sends Chip and Infrastructure Stocks Lower

10 ARTICLES

17h ago

Memory-Chip Stocks Slide After AI Leaders Call for Slower Development

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6 ARTICLES

yesterday

Dell Shares Rally to Record High as AI Server Backlog and New Analyst Coverage Reprice the Stock

9 ARTICLES

yesterday

UBS Downgrade Sends NuScale Stock Lower as Financing and Build Risks Loom

13 ARTICLES

3d ago

SpaceX Signs $1.11B Monthly AI Hosting Deal and Overhauls Data-Center Operations

3 ARTICLES

3d ago

Nscale Appoints Fidji Simo to Board as It Prepares U.S. IPO

5 ARTICLES

4d ago

Credo Positions as Vertically Integrated AI-Connectivity Supplier After DustPhotonics Deal

3 ARTICLES

5d ago

Zankore Secures $3.1 Billion Loan to Build NVIDIA‑Powered AI Factory in Indonesia

4 ARTICLES

5d ago

Longsys Raises HK$7.08 Billion in Hong Kong Dual Listing as Shares Make Muted Debut

9 ARTICLES

last wk.

Nscale Seeks $3.5 Billion Pre‑IPO Round Backed by Nvidia and Third Point

8 ARTICLES

last wk.

Broadcom Sets $230 Billion AI Revenue Target While Stock Dips After Q3

7 ARTICLES

last wk.

Foxconn Posts Record August Revenue as AI Server Demand Lifts Q3 Outlook

5 ARTICLES

last wk.

Cerebras Bets on Capacity Over Chips With 165 MW Finland AI Campus

11 ARTICLES

last wk.

Memory Stocks Rally as Sold‑Out HBM Capacity, Nvidia Commitments and Upgraded Price Forecasts Lift the Sector

4 ARTICLES

last wk.

Gimlet Labs Raises $300 Million to Build Multi‑Silicon Inference Cloud

AI Infrastructure

Anthropic Identified as Buyer in RUM’s $13.7 Billion Compute Agreement

ByteDance Signs $29.6 Billion Syndicated Loan for AI Buildout

AI Leaders’ Call to Slow Frontier Models Sends Chip and Infrastructure Stocks Lower

Memory-Chip Stocks Slide After AI Leaders Call for Slower Development

Dell Shares Rally to Record High as AI Server Backlog and New Analyst Coverage Reprice the Stock

UBS Downgrade Sends NuScale Stock Lower as Financing and Build Risks Loom

SpaceX Signs $1.11B Monthly AI Hosting Deal and Overhauls Data-Center Operations

Nscale Appoints Fidji Simo to Board as It Prepares U.S. IPO

Credo Positions as Vertically Integrated AI-Connectivity Supplier After DustPhotonics Deal

Zankore Secures $3.1 Billion Loan to Build NVIDIA‑Powered AI Factory in Indonesia

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AI Infrastructure

Verizon Secures More Than 80 Million Miles of Corning Fiber Through 2032

Amazon Plans $220 Billion 2026 Spend to Build Out AWS AI Infrastructure

Corning to Supply Verizon With More Than 80 Million Miles of Fiber Through 2032

Longsys Raises HK$7.08 Billion in Hong Kong Dual Listing as Shares Make Muted Debut

Nscale Seeks $3.5 Billion Pre‑IPO Round Backed by Nvidia and Third Point

Broadcom Sets $230 Billion AI Revenue Target While Stock Dips After Q3

Foxconn Posts Record August Revenue as AI Server Demand Lifts Q3 Outlook

Cerebras Bets on Capacity Over Chips With 165 MW Finland AI Campus

Memory Stocks Rally as Sold‑Out HBM Capacity, Nvidia Commitments and Upgraded Price Forecasts Lift the Sector

Gimlet Labs Raises $300 Million to Build Multi‑Silicon Inference Cloud

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AI Infrastructure