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Infrastructure

U.S. Weighs Nvidia H200 Exports to China, Lifting Chip Stocks as Broadcom Maps AI Runway

A 30‑day interagency review now governs whether Nvidia can ship H200s to China.

CoreWeave Shares Drop Nearly 30% After Cutting 2025 Revenue Outlook to $5.1 Billion

Nebius Confirms $3 Billion Meta Deal as Q3 Sales Soar but Losses Deepen

OpenAI Signs 7-Year, $38 Billion AWS Deal to Power Next-Gen AI

CoreWeave Lands Up to $14.2 Billion Meta AI Cloud Deal, Shares Jump

CoreWeave Secures Up to $14.2 Billion Meta AI Cloud Deal Through 2031

OpenAI Expands Stargate With Five New U.S. Campuses as Nvidia Pledges Up to $100 Billion