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Cloud Computing

Markets Re‑price AI Buildout After Report That Nvidia May Back OpenAI Financing

Investor concern about vendor-funded deals and rising Chinese competition has sparked a broad selloff that tests whether hyperscaler spending will deliver lasting profits

52 ARTICLES

3mo ago

South Korea Secures Nearly $950 Billion in AI Partnerships With Global Tech Leaders

14 ARTICLES

3mo ago

Super Micro Posts Surprise Margin Lift and $60 Billion Order Inflow, Stock Jumps

7 ARTICLES

3mo ago

Alphabet Raises 2026 AI CapEx to $195–$205 Billion as Cloud Revenue Soars

17 ARTICLES

3mo ago

Buffett Says He Initiated Berkshire’s $31 Billion Alphabet Position

128 ARTICLES

3mo ago

Memory Shortage Tests Nvidia as Hyperscalers Push Custom Chips and New Financing

8 ARTICLES

3mo ago

SpaceX Prices Record $75 Billion IPO at $135, Valuing Company Near $1.8 Trillion

8 ARTICLES

5mo ago

AMD Seizes Record 46% of x86 Server CPU Revenue as Data-Center Boom Lifts Outlook

38 ARTICLES

7mo ago

AI Infrastructure Race Accelerates on Oracle Backlog and Broadcom’s $100 Billion Chip Target

15 ARTICLES

7mo ago

Nscale Raises $2 Billion at $14.6 Billion Valuation to Scale AI Data Centers

6 ARTICLES

8mo ago

HUMAIN Puts $3 Billion Into xAI Before SpaceX Deal, Becoming Significant Minority Owner

4 ARTICLES

8mo ago

Mistral to Invest €1.2 Billion in Swedish AI Infrastructure With EcoDataCenter

41 ARTICLES

9mo ago

Nvidia Invests $2 Billion in CoreWeave, Expanding Plan for 5 GW of AI Data Centers by 2030

4 ARTICLES

10mo ago

Fitch Affirms Iren’s BBB Rating as AI Pivot Targets $3.4 Billion ARR by 2026

71 ARTICLES

11mo ago

Analysts Rally Behind AI Leaders as Backlogs Swell and Competition Intensifies

19 ARTICLES

11mo ago

Microsoft Signs $9.7 Billion AI Compute Deal With IREN

Cloud Computing

Markets Re‑price AI Buildout After Report That Nvidia May Back OpenAI Financing

South Korea Secures Nearly $950 Billion in AI Partnerships With Global Tech Leaders

Super Micro Posts Surprise Margin Lift and $60 Billion Order Inflow, Stock Jumps

Alphabet Raises 2026 AI CapEx to $195–$205 Billion as Cloud Revenue Soars

Buffett Says He Initiated Berkshire’s $31 Billion Alphabet Position

Memory Shortage Tests Nvidia as Hyperscalers Push Custom Chips and New Financing

Nscale Secures $900 Million Revolving Credit Line From Major Global Banks

Micron Crushes Estimates and Says HBM Shortage Will Last Beyond 2027

Amazon Secures $17.5B Delayed‑Draw Loan as Tech Giants Sell $159B in Bonds

SpaceX Prices Record $75 Billion IPO at $135, Valuing Company Near $1.8 Trillion

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Cloud Computing

AMD Seizes Record 46% of x86 Server CPU Revenue as Data-Center Boom Lifts Outlook

AI Infrastructure Race Accelerates on Oracle Backlog and Broadcom’s $100 Billion Chip Target

Nscale Raises $2 Billion at $14.6 Billion Valuation to Scale AI Data Centers

HUMAIN Puts $3 Billion Into xAI Before SpaceX Deal, Becoming Significant Minority Owner

Mistral to Invest €1.2 Billion in Swedish AI Infrastructure With EcoDataCenter

Nvidia Invests $2 Billion in CoreWeave, Expanding Plan for 5 GW of AI Data Centers by 2030

Fitch Affirms Iren’s BBB Rating as AI Pivot Targets $3.4 Billion ARR by 2026

Analysts Rally Behind AI Leaders as Backlogs Swell and Competition Intensifies

Microsoft Signs $9.7 Billion AI Compute Deal With IREN

Never miss stories about

Cloud Computing