Infrastructure

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11 ARTICLES

last wk.

Oracle's AI Cloud Boom Tests Cash Flow and Capital Plan Ahead of Earnings

Rapid GPU cloud demand has driven big revenue and a record contracted backlog, forcing heavy borrowing and large capex that now put Oracle's cash‑flow outlook under scrutiny.

9 ARTICLES

last wk.

Linux Foundation to Govern TRACE, an Open Standard for Hardware‑Attested AI Runtime Evidence

8 ARTICLES

3w ago

Anthropic Unifies Claude Memory for Chat and Cowork

6 ARTICLES

3w ago

Alibaba Insiders Buy Stock After HK$80 Billion AI Placement

4 ARTICLES

3w ago

Morgan Stanley Sees About $200 Billion in Google TPU Revenue Potential

10 ARTICLES

3w ago

IBM Announces Dual‑ISA Mainframe Chip That Runs z/Architecture and Arm Natively

10 ARTICLES

3w ago

Bloom Energy Surges on AI Data‑Center Demand but Faces an Execution Crunch

7 ARTICLES

3w ago

CoreWeave Secures Multibillion‑Dollar Expansion With Hudson River Trading

6 ARTICLES

4w ago

Cursor Launches Origin, an Early‑Beta Git Forge

13 ARTICLES

4w ago

Microsoft’s Azure Tops $100 Billion as Investor Focus Shifts to Soaring AI CapEx

12 ARTICLES

last mo.

Microsoft Readies Maia 300 Reveal to Scale Its Custom AI Chips

4 ARTICLES

last mo.

AI Value Chain Shows Inverted Margins, Raising Financing Risk

Infrastructure

Oracle's AI Cloud Boom Tests Cash Flow and Capital Plan Ahead of Earnings

Nscale Seeks $3.5 Billion Pre‑IPO Round Backed by Nvidia and Third Point

Thinking Machines Seeks $1 Billion at $40 Billion Valuation

Saudi State‑Backed HUMAIN Brings First Large‑Scale AI Cluster Online

OpenAI Tests Persistent Mode That Lets Codex Run Until 'Put to Sleep'

OpenAI Adds Cloud Browser to ChatGPT Work to Log Into Websites for Users

Nutanix Beats Q4 Estimates and Pushes Into AI Infrastructure With AMD Backing

Citi Puts Oracle on 90‑Day Watch and Calls the July Rout a Buying Opportunity

Rezolve AI Chosen to Power Google Cloud Web3 Blockchain Indexing

Linux Foundation to Govern TRACE, an Open Standard for Hardware‑Attested AI Runtime Evidence

Never miss stories about

Infrastructure

Anthropic Unifies Claude Memory for Chat and Cowork

Alibaba Insiders Buy Stock After HK$80 Billion AI Placement

Morgan Stanley Sees About $200 Billion in Google TPU Revenue Potential

IBM Announces Dual‑ISA Mainframe Chip That Runs z/Architecture and Arm Natively

Bloom Energy Surges on AI Data‑Center Demand but Faces an Execution Crunch

CoreWeave Secures Multibillion‑Dollar Expansion With Hudson River Trading

Cursor Launches Origin, an Early‑Beta Git Forge

Microsoft’s Azure Tops $100 Billion as Investor Focus Shifts to Soaring AI CapEx

Microsoft Readies Maia 300 Reveal to Scale Its Custom AI Chips

AI Value Chain Shows Inverted Margins, Raising Financing Risk

Never miss stories about

Infrastructure