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AI Infrastructure

Nebius Raises 2026 Capex to $20–$25 Billion After Q1 Revenue Beat

The results signal a scramble for scarce AI compute capacity.

IREN Shares Fall After $2 Billion Convertible Plan Tests Nvidia Partnership Rally

Alphabet Leads Big Tech Earnings as AI Demand Supercharges Cloud

Wall Street Reaffirms Nvidia’s AI Lead as Tech Rotates Back to Growth

Huang Says AI Buildout Needs Trillions as Workplace Adoption Shows Strains