Technology ❯ Artificial Intelligence ❯ Infrastructure ❯ Data Centers

Hyperscalers

AI Capex Surge Splits Market Between Revenue Winners and Cash‑Strained Spenders

Investor confidence has risen after Amazon and Microsoft showed that heavy AI spending can drive revenue growth.

Buffett Says He Personally Led Berkshire’s Roughly $31 Billion Bet on Alphabet

SK Hynix Prices ADRs at $149, Raises $26.5 Billion in Nasdaq Debut

Micron’s Blockbuster Quarter Reinforces AI Memory Shortage as Markets Whipsaw

Qualcomm Repositions as AI Data‑Center Platform With Modular Acquisition

Nvidia Posts Record Quarter, Announces $80B Buyback

Google Strikes Pentagon Deal To Run Gemini on Classified Networks

Applied Digital Secures $7.5 Billion, 15-Year Hyperscaler Lease for 300 MW at Delta Forge 1

AI’s Acceleration Is Reshaping Work, Spending, and Markets

AI Spending Boom Hits Crosswinds as Energy Risks Rise and Meta Faces Verdict Fallout

Nex Raises Playground Console Price to $299 on April 1

Nvidia’s GTC 2026 Centers on Full‑Stack AI and the Next Phase of Inference

AI Buildout Consolidates as Oracle Raises Outlook and Palantir–Nvidia Launch Sovereign Data‑Center Stack

SanDisk Jumps 12% on AI-Driven Memory Shortage After Big Earnings Beat

OpenAI Closes $110 Billion Round With Amazon, Nvidia and SoftBank, Locking In AWS and Chip Capacity

Nvidia Says It Will Make a 'Huge' OpenAI Investment as Talks Shift From $100 Billion Plan

Wall Street Turns More Bullish on AI Infrastructure as Upgrades Sweep Nvidia, Dell, AMD and Intel

Applied Digital Rallies on Q2 Revenue Surge, Says Hyperscaler Talks Span 900 MW

Tech Rebound Deepens as Micron’s Blowout Rekindles AI Trade Into Year-End

CoreWeave Plunges After Guidance Cut Tied to Data‑Center Delays