Technology ❯ Artificial Intelligence ❯ AI Infrastructure

Data Centers

Nvidia Cloud Computing OpenAI Hyperscalers Chip Manufacturing Memory Requirements Energy Consumption Graphics Processing Units AI Workloads High-Performance Computing

3 ARTICLES

yesterday

Micron's HBM4 Shipments Strengthen Pricing Power as Investors Eye Q4

The Sept. 30 fiscal report will show whether higher HBM prices can be sustained as cloud and software firms pass rising AI infrastructure costs to customers.

4 ARTICLES

6d ago

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

7 ARTICLES

last wk.

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

11 ARTICLES

last wk.

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

5 ARTICLES

last wk.

Flex to Buy EPC Power for $4.4 Billion

4 ARTICLES

last wk.

Cerebras Plans Phased 165 MW AI Campus in Mikkeli, Finland

9 ARTICLES

last wk.

IREN Shifts From Bitcoin Mining to AI With $4 Billion of Contracted ARR and $25–30B Build Plan

4 ARTICLES

2w ago

Nvidia Caps Guarantee at $105 Billion and Invests $1.5 Billion in Ohio AI Campus

3 ARTICLES

4w ago

Bloom Energy Soars on AI Data‑Center Demand While Execution Questions Loom

8 ARTICLES

4w ago

AMD Raises $4.75 Billion in Multi‑Tranche Bond Sale

4 ARTICLES

4w ago

CoreWeave Posts Breakout Quarter as Backlog Tops $100 Billion

5 ARTICLES

4w ago

L&T Wins Mega Order to Build 10,000‑GPU NVIDIA B300 AI Factory in Chennai

11 ARTICLES

4w ago

Sandisk’s Blowout Quarter and $14 Billion Buyback Meet a Half‑Price Stock

Data Centers

Micron's HBM4 Shipments Strengthen Pricing Power as Investors Eye Q4

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

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

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

Flex to Buy EPC Power for $4.4 Billion

Cerebras Plans Phased 165 MW AI Campus in Mikkeli, Finland

IREN Shifts From Bitcoin Mining to AI With $4 Billion of Contracted ARR and $25–30B Build Plan

Blue Owl Leads $2.4 Billion Asset‑Backed Loan to Fund IREN’s Mackenzie GPUs

Super Micro Probe Finds No Management Role in Alleged AI‑Server Diversion

Emerald AI Raises $150 Million Series A at $1.05 Billion Valuation

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Data Centers

Micron Locks $100 Billion in Five‑Year AI Memory Deals as Prices Surge

SoftBank Files for Record ¥1 Trillion Retail Bond to Fund OpenAI Stakes

Nvidia Takes Minority Stake in Cloverleaf to Speed U.S. AI Data‑Center Sites

Druckenmiller’s Duquesne Exits Micron and Intel, Adds AMD, Alphabet and Riot

Nvidia Caps Guarantee at $105 Billion and Invests $1.5 Billion in Ohio AI Campus

Bloom Energy Soars on AI Data‑Center Demand While Execution Questions Loom

AMD Raises $4.75 Billion in Multi‑Tranche Bond Sale

CoreWeave Posts Breakout Quarter as Backlog Tops $100 Billion

L&T Wins Mega Order to Build 10,000‑GPU NVIDIA B300 AI Factory in Chennai

Sandisk’s Blowout Quarter and $14 Billion Buyback Meet a Half‑Price Stock

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Data Centers