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Infrastructure

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Oracle’s AI Cloud Surges 84% as Shares Trade 52% Below Peak

Analysts cite a swelling backlog alongside fresh capital as evidence of durable AI demand.

U.S. Unveils 10 GW Ohio AI Data Center Plan Paired With Massive Natural-Gas Buildout

Micron Lifts Outlook and Spending as AI Memory Shortage Deepens

Tower Semiconductor Soars on Oriole Networks Pact as AI Infrastructure Bet Hits Multi‑Year Highs

MCP Gains Traction From Editors to DevOps as Hub Designs Emerge for AI Tooling

Coherent Showcases 1.6T–3.2T Pluggables and XPO Path to 12.8T at OFC 2026

Nebius Announces $3.75 Billion Convertible Debt Raise After Sealing Up to $27 Billion Meta AI Capacity Deal

Frore Systems Raises $143 Million, Hits $1.64 Billion Valuation on AI Cooling Push

Intel Xeon 6 Named Host CPU for Nvidia DGX Rubin NVL8 at GTC 2026

AMD Taps Celestica to Build Helios, a Rack-Scale AI Platform for MI450 GPUs

AWS Gulf Data Centers Hit by Drones Prompt Rethink of Cloud Resilience

Meta Weighs 20% Workforce Reduction Tied to AI Investment Push

Nvidia to Invest $2 Billion in Nebius to Speed AI Data-Center Buildout

Microsoft Azure Becomes First Cloud to Validate NVIDIA’s Vera Rubin NVL72

AI’s Grip on Work Tightens: Layoffs Rise, Courts Draw Lines, Investment Soars

Qatar Helium Shutdown Tightens Supply as Prices Jump, Putting Chipmakers on Alert

WSJ: ByteDance Taps Malaysia Cloud to Access 36,000 Nvidia Blackwell Chips Under Export Rules

DeepSnitch AI Presale Tops $2.1 Million as Project Targets March 31 Uniswap Launch

Nvidia to Supply 1GW of Vera Rubin to Thinking Machines in Multiyear Deal With Equity Investment

AMD's Lisa Su to Visit South Korea for Talks on HBM Supply With Samsung, Naver