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Cloud Computing

AI Workloads AI Applications Infrastructure AI Infrastructure Google Cloud Azure EPYC Processors NVIDIA Data Center Elon Musk's Colossus Alibaba

Core Scientific Lands 530 MW AI Colocation Deal With AMD

A 15-year agreement adds large AI capacity whose multi‑billion dollar value is contingent on financing, construction and grid hookups.

SanDisk Hits All‑Time High on AI Storage Demand and Price‑Target Upgrades

Google and UC San Diego Propose Turning Retired Smartphones Into Compute Clusters

Anthropic Files Confidential S-1 as It Eyes a Possible IPO

Anthropic Tops OpenAI After $65 Billion Raise and Releases Claude Opus 4.8

AWS and Cerebras Strike Multiyear Deal for Disaggregated AI Inference on Bedrock

Nvidia Reportedly Pauses Intel 18A Chip Tests, Knocking Intel Shares

OpenAI and Broadcom Finalize Multiyear Deal for 10 GW of AI Accelerators

Bernstein Starts Coverage of Super Micro Computer at Market Perform With $46 Target