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Infrastructure

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Anthropic’s Claude Goes Live on Azure With NVIDIA Blackwell Ultra

The launch gives enterprises a governed, high-throughput path to run agentic AI through Microsoft Foundry and NVIDIA’s Secure Agent Workspace.

Analysts Lift CoreWeave Targets After Bond Disclosures Suggest Bigger Backlog

IREN Pushes Global AI Buildout After $3.65B GPU Financing While Wall Street Remains Divided

Rumble Acquires Northern Data and Creates Quake AI Division

TensorWave Raises $350 Million Series B at $1.55 Billion to Scale All‑AMD AI Cloud

Oracle Beats Q4 Estimates as Massive AI Backlog Grows and Company Plans $40 Billion Raise

Nebius Commits £1.7 Billion to Expand UK AI Capacity to 65 MW

Situational Awareness Takes 5.6% Stake as Nvidia Praise Sends Nebius Stock Higher

Nebius Leaps on Blowout Quarter as It Lifts 2026 Power Target Beyond 4 GW

Nebius Raises 2026 Capex to $20–$25 Billion After Q1 Revenue Beat

IREN Shares Fall After $2 Billion Convertible Plan Tests Nvidia Partnership Rally

CoreWeave Stock Falls After Soft Q2 Outlook Misses Wall Street Targets

Nebius Rally Faces Valuation Test as Growth Bets Swell

Allbirds Pivots to AI as NewBird AI, Stock Jumps 350% for the Week

Meta Extends CoreWeave AI Cloud Pact to $21 Billion Through 2032

IREN Edges Higher as AI Cloud Push Runs Into Dilution Concerns

Microsoft Pledges $5.5 Billion for Singapore AI Cloud After $1 Billion Thailand Plan

CoreWeave Rolls Out NVIDIA HGX B300 ‘Blackwell Ultra’ Across Its AI Cloud

Nebius Prices $4 Billion Convertible Notes to Accelerate AI Infrastructure Expansion

CoreWeave Advances AI Cloud With Perplexity Deal as Evercore Cuts Target