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Google Cloud

AI Buildout Sends Memory and Interconnect Stocks Soaring

Nvidia’s public endorsements and investments are reshaping supplier road maps and driving a near‑term demand shock for high‑bandwidth memory and connectivity that is changing market valuations.

69 ARTICLES

last mo.

Alphabet Hits Record Value After AI-Led Beat Fuels Cloud Boom and Massive Capex

10 ARTICLES

3mo ago

Meta Strikes Multi-Year, Multibillion-Dollar Deal to Rent Google TPUs

37 ARTICLES

6mo ago

NextEra Unveils 15‑GW AI Power Plan as 230+ Groups Urge Moratorium on New Data Centers

71 ARTICLES

6mo ago

AI Buildout Accelerates as Alphabet Hits $100 Billion and Amazon Raises 2025 Capex

Google Cloud

AI Buildout Sends Memory and Interconnect Stocks Soaring

Alphabet Hits Record Value After AI-Led Beat Fuels Cloud Boom and Massive Capex

Meta Strikes Multi-Year, Multibillion-Dollar Deal to Rent Google TPUs

NextEra Unveils 15‑GW AI Power Plan as 230+ Groups Urge Moratorium on New Data Centers

Analysts Rally Behind AI Leaders as Backlogs Swell and Competition Intensifies

Nvidia Beats Again, Guides Higher as Markets Whipsaw on AI Spending Jitters

Palantir’s Surge Wobbles as Karp Rips Critics and Burry Details Put Bet

AI Buildout Accelerates as Alphabet Hits $100 Billion and Amazon Raises 2025 Capex