#ai-infrastructure

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#stock-market #cloud-computing #investment #data-centers #nvidia #earnings-report #semiconductors #meta-platforms
#semiconductors
Tech industry
from24/7 Wall St.
43 minutes ago

AI Chip Packaging Constraints Create an Opening for Intel's EMIB Technology

Intel is leveraging its advanced packaging capabilities to compete in a semiconductor market constrained by capacity, particularly in AI infrastructure.
Business
from24/7 Wall St.
3 days ago

Analyst: Forget the Chip Cycle, Because AI Demand Has Permanently Rewired Semiconductor Pricing

The semiconductor industry is experiencing a structural shift due to AI infrastructure spending, leading to sustained pricing power and elevated memory chip prices.
Business
from24/7 Wall St.
4 days ago

Semiconductor ETF SOXX Delivers 50% YTD-Reddit Retail Cautious Despite Record-Breaking Run

Semiconductors have significantly rewarded investors, with the iShares Semiconductor ETF gaining 1,608% over the past decade due to structural industry growth.
Tech industry
from24/7 Wall St.
43 minutes ago

AI Chip Packaging Constraints Create an Opening for Intel's EMIB Technology

Intel is leveraging its advanced packaging capabilities to compete in a semiconductor market constrained by capacity, particularly in AI infrastructure.
Business
from24/7 Wall St.
3 days ago

Analyst: Forget the Chip Cycle, Because AI Demand Has Permanently Rewired Semiconductor Pricing

The semiconductor industry is experiencing a structural shift due to AI infrastructure spending, leading to sustained pricing power and elevated memory chip prices.
Business
from24/7 Wall St.
4 days ago

Semiconductor ETF SOXX Delivers 50% YTD-Reddit Retail Cautious Despite Record-Breaking Run

Semiconductors have significantly rewarded investors, with the iShares Semiconductor ETF gaining 1,608% over the past decade due to structural industry growth.
more#semiconductors
#meta-platforms
Business
from24/7 Wall St.
1 hour ago

Meta Is Spending Up to $145 Billion on AI Infrastructure. This Supplier Trades at a Tenth of Meta's Multiple

Meta's EPS beat is misleading due to accounting adjustments, while Super Micro Computer benefits from Meta's increased capex.
Marketing tech
from24/7 Wall St.
1 day ago

Meta Platforms vs Snap: Who's Really Winning Digital Ads?

Meta and Snap illustrate contrasting strategies in the digital ad market, with Meta focusing on AI-driven growth and Snap emphasizing survival through subscriptions.
Tech industry
from24/7 Wall St.
4 days ago

Meta Face-Plants on CapEx Worries. Why the Move Doesn't Make Sense

Meta Platforms shows a significant price target disparity, with a current price of $610.34 and a Wall Street target of $855.11.
fromThe Motley Fool
5 days ago
Tech industry

Stock Market Today, April 30: Meta Falls as Higher AI Capex Outlook Overshadows Strong Q1 Results | The Motley Fool

Tech industry
fromFortune
6 days ago

Meta is spending up to $145 billion this year on AI. When asked about signs of ROI, Zuckerberg said 'that's a very technical question' | Fortune

Meta Platforms is significantly increasing its AI infrastructure spending, raising capex guidance to $125-$145 billion for 2026.
Tech industry
fromThe Globe and Mail
6 days ago

Meta raises capital expenditure forecast, doubling down on AI investment

Meta Platforms is increasing its capital expenditure forecast to invest heavily in AI infrastructure while planning layoffs for cost savings.
Business
from24/7 Wall St.
1 hour ago

Meta Is Spending Up to $145 Billion on AI Infrastructure. This Supplier Trades at a Tenth of Meta's Multiple

Meta's EPS beat is misleading due to accounting adjustments, while Super Micro Computer benefits from Meta's increased capex.
Marketing tech
from24/7 Wall St.
1 day ago

Meta Platforms vs Snap: Who's Really Winning Digital Ads?

Meta and Snap illustrate contrasting strategies in the digital ad market, with Meta focusing on AI-driven growth and Snap emphasizing survival through subscriptions.
Tech industry
from24/7 Wall St.
4 days ago

Meta Face-Plants on CapEx Worries. Why the Move Doesn't Make Sense

Meta Platforms shows a significant price target disparity, with a current price of $610.34 and a Wall Street target of $855.11.
Tech industry
fromThe Motley Fool
5 days ago

Stock Market Today, April 30: Meta Falls as Higher AI Capex Outlook Overshadows Strong Q1 Results | The Motley Fool

Meta Platforms' shares fell 8.55% despite strong Q1 results due to increased capital spending guidance for AI infrastructure.
Tech industry
fromFortune
6 days ago

Meta is spending up to $145 billion this year on AI. When asked about signs of ROI, Zuckerberg said 'that's a very technical question' | Fortune

Meta Platforms is significantly increasing its AI infrastructure spending, raising capex guidance to $125-$145 billion for 2026.
Tech industry
fromThe Globe and Mail
6 days ago

Meta raises capital expenditure forecast, doubling down on AI investment

Meta Platforms is increasing its capital expenditure forecast to invest heavily in AI infrastructure while planning layoffs for cost savings.
more#meta-platforms
Toronto startup
fromTNW | Tiktok
5 hours ago

Thailand approves $29bn in projects, with TikTok's data-centre expansion

Thailand's Board of Investment approved $29bn in investments, primarily focusing on data centres, with TikTok's project being the largest at $25bn.
Venture
fromwww.businessinsider.com
19 hours ago

BlackRock's Larry Fink hints at a coming partnership with a hyperscaler

Larry Fink announced a partnership to build data centers, positioning BlackRock to invest heavily in AI infrastructure.
#lumentum
Business
from24/7 Wall St.
20 hours ago

Live: Lumentum Q3 Earnings Tonight. Can the 15x Surge Continue?

Lumentum's fiscal Q3 2026 results are highly anticipated, with shares up over 1,452% in the past year.
Business
from24/7 Wall St.
1 day ago

Does Lumentum's 1,444% Surge Come to an End Tomorrow?

Lumentum's stock has surged due to strong demand for optical components in AI infrastructure, with significant revenue growth and a robust order backlog.
Business
from24/7 Wall St.
20 hours ago

Live: Lumentum Q3 Earnings Tonight. Can the 15x Surge Continue?

Lumentum's fiscal Q3 2026 results are highly anticipated, with shares up over 1,452% in the past year.
Business
from24/7 Wall St.
1 day ago

Does Lumentum's 1,444% Surge Come to an End Tomorrow?

Lumentum's stock has surged due to strong demand for optical components in AI infrastructure, with significant revenue growth and a robust order backlog.
more#lumentum
Business
from24/7 Wall St.
21 hours ago

Industrial-Strength Rally: Why Caterpillar Is Up 53% and GE Vernova Is Up 65% in 2026

Caterpillar and GE Vernova are benefiting from increased demand for power infrastructure supporting AI development, with significant stock price gains in 2026.
Tech industry
from24/7 Wall St.
23 hours ago

Micron Rockets 12%, SanDisk Leaps 10% as Tight Memory Supply Fuels Parabolic AI Trade

Memory chip stocks, particularly Micron and SanDisk, are experiencing significant gains driven by a structural memory shortage and AI infrastructure spending.
Venture
fromBitcoin Magazine
1 day ago

K Wave Abandons Bitcoin Treasury Plan, Shifts To AI Infrastructure Play With $485M War Chest

K Wave Media is shifting from a bitcoin treasury strategy to focus on AI infrastructure, aiming for stronger margins and a cleaner balance sheet.
European startups
fromTNW | Tq
1 day ago

Nscale invests 695M in Portugal with Microsoft as crypto-to-AI neocloud hits $14.6B valuation in two years

Nscale invests €695 million in Portugal to supply 66,000 Nvidia GPUs for Microsoft's Start Campus, enhancing Europe's AI infrastructure.
Tech industry
fromTheregister
1 day ago

VMware claims Cloud Foundation on track for world domination

VMware's VCF 9.1 update enhances memory tiering and storage compression, enabling users to operate with less hardware and reduce costs.
Venture
fromTNW | Insights
1 day ago

Fervo Energy launches $1.33bn IPO, the largest climate-tech listing of 2026

Fervo Energy is launching a Nasdaq IPO offering 55 million shares at $21-24, aiming to raise up to $1.33 billion as a climate-tech leader.
#meta
Tech industry
fromFast Company
4 days ago

Mark Zuckerberg says AI spending and war drove Meta layoffs

Meta will lay off 10% of its workforce, approximately 8,000 employees, due to increased spending on data center and AI infrastructure.
fromwww.aljazeera.com
1 week ago
Tech industry

Meta lines up layoffs while Microsoft offers buyouts

Meta and Microsoft are reducing workforce sizes to invest in AI infrastructure and improve efficiency.
fromTNW | Facebook
2 weeks ago
Tech industry

Meta to cut 8,000 jobs on 20 May with more layoffs planned for second half of 2026

Meta will lay off approximately 8,000 employees, representing 10% of its workforce, as part of a restructuring towards AI infrastructure.
Business
fromTNW | Artificial-Intelligence
1 day ago

Meta is raising $13bn for one Texas data centre, a new ceiling for single-site AI financings

Meta is securing a $13bn financing package for its El Paso AI data center, primarily through debt, marking a significant investment in AI infrastructure.
Tech industry
fromFast Company
4 days ago

Mark Zuckerberg says AI spending and war drove Meta layoffs

Meta will lay off 10% of its workforce, approximately 8,000 employees, due to increased spending on data center and AI infrastructure.
Tech industry
fromTNW | Meta
5 days ago

Zuckerberg tells Meta employees the layoffs are about capex, not AI productivity

Meta's CEO confirmed layoffs are linked to increased AI infrastructure costs, indicating a trade-off between workforce size and investment in technology.
Tech industry
fromTNW | Facebook
2 weeks ago

Meta to cut 8,000 jobs on 20 May with more layoffs planned for second half of 2026

Meta will lay off approximately 8,000 employees, representing 10% of its workforce, as part of a restructuring towards AI infrastructure.
more#meta
London startup
fromTechRepublic
2 days ago

UK Government Announces Plans to Grow National AI Infrastructure

The UK Government is investing in AI hardware infrastructure and establishing international standards for AI deployment.
#stock-market
US Elections
from24/7 Wall St.
2 days ago

The S&P 500 Helped Trump Make History Last Year -- 2026 Is Telling a Very Different Story

The stock market's performance in 2026 raises questions about whether Trump's first-year rally was a peak or a launching pad.
Tech industry
from24/7 Wall St.
4 days ago

ARM, Marvell, or Vertiv: Which AI Infrastructure Stock Crushed It in April?

Marvell Technology led AI infrastructure stocks in April 2026 with a 67% gain, driven by custom silicon programs and strong market sentiment.
US Elections
from24/7 Wall St.
2 days ago

The S&P 500 Helped Trump Make History Last Year -- 2026 Is Telling a Very Different Story

The stock market's performance in 2026 raises questions about whether Trump's first-year rally was a peak or a launching pad.
Tech industry
from24/7 Wall St.
4 days ago

ARM, Marvell, or Vertiv: Which AI Infrastructure Stock Crushed It in April?

Marvell Technology led AI infrastructure stocks in April 2026 with a 67% gain, driven by custom silicon programs and strong market sentiment.
more#stock-market
Business
from24/7 Wall St.
2 days ago

Down 30% from Highs, Wall Street Sees 26% Upside for Datadog

Datadog's stock shows potential upside despite recent declines, driven by strong revenue growth and cautious guidance for 2026.
Cryptocurrency
from24/7 Wall St.
2 days ago

Needham Raises CleanSpark Price Target on Hyperscaler Talks: Is the Bitcoin Miner Pivoting to AI?

CleanSpark's price target raised to $18 as it engages in advanced discussions for AI infrastructure with a potential investment-grade customer.
Business
from24/7 Wall St.
2 days ago

SanDisk Stock's 3,314% Rally Leaves Little Room to Run

SanDisk shares surged 3,314.86% due to NAND pricing reset and datacenter mix shift, with a price target of $1,025.88 over the next year.
#cloudflare
Business
from24/7 Wall St.
2 days ago

Is Cloudflare Overvalued at 182x Earnings? Analysts Still See 12% Upside

Cloudflare's stock shows potential upside despite recent volatility and insider selling, driven by strong revenue growth and bullish analyst outlook.
DevOps
fromInfoQ
3 days ago

Cloudflare Builds High-Performance Infrastructure for Running LLMs

Cloudflare has developed infrastructure to efficiently run large AI language models using a custom inference engine and optimized hardware configurations.
Business
from24/7 Wall St.
2 days ago

Is Cloudflare Overvalued at 182x Earnings? Analysts Still See 12% Upside

Cloudflare's stock shows potential upside despite recent volatility and insider selling, driven by strong revenue growth and bullish analyst outlook.
DevOps
fromInfoQ
3 days ago

Cloudflare Builds High-Performance Infrastructure for Running LLMs

Cloudflare has developed infrastructure to efficiently run large AI language models using a custom inference engine and optimized hardware configurations.
more#cloudflare
Tech industry
from24/7 Wall St.
2 days ago

Skip the SoundHound Hype - These Three Titans Own the AI Infrastructure Layer That Actually Matters

SoundHound AI's recent stock surge is driven by speculative trading, but lacks profitability and long-term stability compared to established AI infrastructure companies.
Artificial intelligence
from24/7 Wall St.
2 days ago

CoreWeave's Anthropic Deal is Game Changing - The AIInfra Trade is Heating Up

CoreWeave is well-positioned in AI infrastructure, especially with its partnership with Anthropic, which could significantly impact its growth potential.
Tech industry
fromTNW | Business
2 days ago

SK Hynix jumps 12% as Big Tech doubles down on AI memory

SK Hynix's rise in value is driven by increased demand for high-bandwidth memory amid significant capital expenditure from major tech companies.
Apple
fromTNW | Apple
2 days ago

Apple drops net cash neutral target as incoming CEO Ternus prepares to invest in AI and acquisitions

Apple's shift from net cash neutrality allows new CEO John Ternus to invest more in AI and acquisitions instead of solely returning cash to shareholders.
#oracle
Tech industry
fromTNW | Finance
4 days ago

Oracle stock falls 50% despite Wall Street buy consensus as $300B OpenAI deal fuels concentration fears

Oracle's stock has dropped 50% despite strong analyst ratings due to concerns over its $300 billion deal with OpenAI.
Venture
fromTNW | Data-Security
1 week ago

Oracle's $16.3B data centre financing required PIMCO to anchor $10B after US banks retreated

Oracle secured $16.3 billion for a Michigan data center, the largest single-facility technology debt package, amid skepticism from US banks about AI infrastructure demand.
Tech industry
fromTNW | Finance
4 days ago

Oracle stock falls 50% despite Wall Street buy consensus as $300B OpenAI deal fuels concentration fears

Oracle's stock has dropped 50% despite strong analyst ratings due to concerns over its $300 billion deal with OpenAI.
Venture
fromTNW | Data-Security
1 week ago

Oracle's $16.3B data centre financing required PIMCO to anchor $10B after US banks retreated

Oracle secured $16.3 billion for a Michigan data center, the largest single-facility technology debt package, amid skepticism from US banks about AI infrastructure demand.
more#oracle
#google
Tech industry
fromTNW | Deep-Tech
2 weeks ago

Google launches Ironwood TPU and previews eighth-gen split into training and inference chips at TSMC 2nm

Google's Ironwood TPU delivers 4.6 petaFLOPS per chip, marking a significant advancement in AI infrastructure with separate training and inference chips.
more#google
#nebius
European startups
fromTNW | Corporates-Innovation
4 days ago

Nebius acquires 20-person Eigen AI for $643M as inference optimisation becomes AI infrastructure's most valuable layer

Nebius acquires Eigen AI for $643 million, enhancing its AI infrastructure capabilities in a rapidly expanding neocloud market.
European startups
fromTNW | Corporates-Innovation
4 days ago

Nebius acquires 20-person Eigen AI for $643M as inference optimisation becomes AI infrastructure's most valuable layer

Nebius acquires Eigen AI for $643 million, enhancing its AI infrastructure capabilities in a rapidly expanding neocloud market.
more#nebius
Tech industry
from24/7 Wall St.
4 days ago

The Big 4 Hyperscalers Are Spending $710 Billion on AI. Here's the Stock That Profits Most

Wall Street is now focusing on power consumption and AI infrastructure spending rather than just quarterly cloud growth.
from24/7 Wall St.
5 days ago

EV Policy Collapse and AI Megacap Drift: What DRIV Investors Must Watch in 2026

The biggest macro variable for DRIV over the next twelve months is the U.S. EV incentive regime and the consumer adoption pace it shapes. Prediction-market traders priced in the elimination of federal EV tax credits early, with the relevant Polymarket contract resolving YES on July 5, 2025 on a question asking whether the next reconciliation bill would end the credits.
Cars
Artificial intelligence
fromFortune
5 days ago

Tesla's former HR chief: the AI layoff panic Is built on a false premise-here's what most workers need to know | Fortune

Meta and Microsoft are laying off thousands while investing heavily in AI infrastructure, signaling a shift in the future of white-collar jobs.
Business
from24/7 Wall St.
5 days ago

Jim Cramer on Ciena: "Up 100% Is a Little Bit Too Hot for Me"

Ciena's stock has surged 500%, but Jim Cramer advises caution due to its rapid rise and current valuation.
Business
from24/7 Wall St.
5 days ago

The One Number That Could Break NANC's AI Rally in 2026

NANC ETF tracks equities bought by Democratic lawmakers, leveraging their trade disclosures to capture potential market advantages.
Business
from24/7 Wall St.
5 days ago

Intel's Record $475B Valuation Raises One Big Question

Intel's market cap reached $476 billion, driven by future profitability promises despite current losses and cash flow concerns.
Tech industry
from24/7 Wall St.
6 days ago

Forget STX's 13% Pop - Alphabet Is Where AI Infrastructure Investors Should Actually Be

Seagate's stock surged 13% after a strong earnings report, but its high valuation and market dynamics suggest caution for new investors.
#cloud-computing
Artificial intelligence
from24/7 Wall St.
1 week ago

Amazon's $100 Billion Anthropic Bet Could Supercharge These 2 Overlooked Chip Stocks

The AI arms race benefits companies supplying infrastructure, particularly those providing connectivity solutions and data center technology.
fromTechCrunch
2 weeks ago
Artificial intelligence

Exclusive: Google deepens Thinking Machines Lab ties with new multi-billion-dollar deal | TechCrunch

Thinking Machines Lab signed a multi-billion-dollar deal with Google Cloud to expand its AI infrastructure using Nvidia's latest GPUs.
Tech industry
fromTheregister
6 days ago

AWS says server memory shortage pushing customers to cloud

The memory shortage is accelerating enterprises' migration to cloud services due to insufficient on-prem compute resources.
Business intelligence
from24/7 Wall St.
1 week ago

3 Cloud Computing ETFs to Buy as Enterprise AI Spending Accelerates in 2026

Enterprise digital transformation drives demand for cloud services, with AI infrastructure spending enhancing momentum despite volatility in cloud software equities.
Artificial intelligence
from24/7 Wall St.
1 week ago

Amazon's $100 Billion Anthropic Bet Could Supercharge These 2 Overlooked Chip Stocks

The AI arms race benefits companies supplying infrastructure, particularly those providing connectivity solutions and data center technology.
Artificial intelligence
fromTechCrunch
2 weeks ago

Exclusive: Google deepens Thinking Machines Lab ties with new multi-billion-dollar deal | TechCrunch

Thinking Machines Lab signed a multi-billion-dollar deal with Google Cloud to expand its AI infrastructure using Nvidia's latest GPUs.
more#cloud-computing
#data-centers
Artificial intelligence
fromFortune
6 days ago

Why your data infrastructure - not your AI model - will determine whether Agentic AI scales | Fortune

Investment in data centers is crucial for AI development, but overinvestment may harm economic integration and financial markets.
fromTruthout
2 weeks ago
Online Community Development

Want to Resist a Data Center? These Organizers Share How They Did It.

Artificial intelligence
fromFortune
6 days ago

Why your data infrastructure - not your AI model - will determine whether Agentic AI scales | Fortune

Investment in data centers is crucial for AI development, but overinvestment may harm economic integration and financial markets.
more#data-centers
#microsoft
Tech industry
fromTheregister
6 days ago

Microsoft lifts 2026 CapEx by $25B to cover price rises

Microsoft anticipates $190 billion in capital expenditure by 2026, driven by rising component costs and a focus on AI infrastructure.
Tech industry
fromEngadget
1 week ago

Microsoft is reportedly offering voluntary buyouts to up to 7 percent of its employees

Microsoft is initiating a voluntary buyout program for US employees at senior director level and below, potentially affecting up to 8,750 workers.
Tech industry
fromTheregister
6 days ago

Microsoft lifts 2026 CapEx by $25B to cover price rises

Microsoft anticipates $190 billion in capital expenditure by 2026, driven by rising component costs and a focus on AI infrastructure.
Tech industry
fromEngadget
1 week ago

Microsoft is reportedly offering voluntary buyouts to up to 7 percent of its employees

Microsoft is initiating a voluntary buyout program for US employees at senior director level and below, potentially affecting up to 8,750 workers.
more#microsoft
Tech industry
from24/7 Wall St.
6 days ago

Live: Will Alphabet Beat Q1 Earnings After the Bell?

Alphabet's Q1 results are highly anticipated, focusing on cloud growth and aggressive capex amid strong revenue expectations.
from24/7 Wall St.
6 days ago

Bloom Energy Fueling Transition to Critical AI Infrastructure Provider

Bloom Energy's product revenue reached $653.3 million, reflecting a remarkable 208.4% year-over-year increase, while total revenue grew by 130.37%, showcasing the impact of AI infrastructure.
Business
fromTNW | Business
1 week ago

Cognizant buys Astreya for $600m in its fourth major acquisition

By acquiring Astreya and its proprietary AI tooling and production-grade infrastructure platform, which is complementary to Cognizant's AI builder stack, we will be even better-positioned to help clients architect their platform-led AI systems and operationalise them at scale.
European startups
#openai
Tech industry
from24/7 Wall St.
1 week ago

Is the AI CapEx Trade Cracking? 5 Stocks Most Exposed If OpenAI's Slowdown Is Real

OpenAI's missed internal goals have raised concerns about AI infrastructure investments and semiconductor market stability.
from24/7 Wall St.
1 week ago
Artificial intelligence

The Nasdaq Composite Jolted by OpenAI Stumble, Rising Oil Even as Tech Earnings Ramp Up

OpenAI's sales shortfall impacts AI infrastructure stocks, causing significant market selloff and concerns over future earnings.
fromTechCrunch
2 weeks ago
Artificial intelligence

Are we tokenmaxxing our way to nowhere? | TechCrunch

The gap between AI insiders and the general public is increasing, highlighted by spending, suspicion, and new vocabulary.
Tech industry
from24/7 Wall St.
1 week ago

Is the AI CapEx Trade Cracking? 5 Stocks Most Exposed If OpenAI's Slowdown Is Real

OpenAI's missed internal goals have raised concerns about AI infrastructure investments and semiconductor market stability.
Artificial intelligence
from24/7 Wall St.
1 week ago

The Nasdaq Composite Jolted by OpenAI Stumble, Rising Oil Even as Tech Earnings Ramp Up

OpenAI's sales shortfall impacts AI infrastructure stocks, causing significant market selloff and concerns over future earnings.
more#openai
#amazon
Business
from24/7 Wall St.
1 week ago

Amazon's AI Engine Is About to Explode Higher Tomorrow

Amazon's Q1 2026 results are crucial for AI infrastructure narrative, with AWS showing significant growth and a $200 billion AI capex plan at stake.
Artificial intelligence
fromInfoWorld
2 weeks ago

Amazon's $5B Anthropic bet is really about compute, not just cash

Amazon invests $5 billion in Anthropic to secure long-term compute capacity and alleviate infrastructure constraints amid rising AI demand.
Business
from24/7 Wall St.
1 week ago

Amazon's AI Engine Is About to Explode Higher Tomorrow

Amazon's Q1 2026 results are crucial for AI infrastructure narrative, with AWS showing significant growth and a $200 billion AI capex plan at stake.
Artificial intelligence
fromInfoWorld
2 weeks ago

Amazon's $5B Anthropic bet is really about compute, not just cash

Amazon invests $5 billion in Anthropic to secure long-term compute capacity and alleviate infrastructure constraints amid rising AI demand.
more#amazon
Artificial intelligence
fromAxios
1 week ago

How Cyber Command is building its AI cyber war playbook

Cyber Command is building flexible infrastructure to utilize various AI models, regardless of origin, to enhance cyber operations.
Agriculture
fromArs Technica
1 week ago

Rural America is resisting the surge in data center construction

Rural communities are increasingly opposing AI infrastructure due to concerns over water resources and environmental impact.
DevOps
fromTechzine Global
1 week ago

Containerized data centers help avoid many pitfalls in AI deployments

AI hardware manufacturers are consolidating computing power through modular, containerized solutions for faster deployment and improved performance.
London startup
fromBusiness Matters
1 week ago

British deep-tech start-up loc.ai raises 1m to break SMEs free from the cloud's 'inference tax'

Loc.ai secures £1 million to develop off-cloud AI infrastructure, addressing rising costs in the SaaS sector caused by hyperscale cloud providers.
fromTNW | Meta
1 week ago
Science

Meta signs a deal to beam solar energy from space to its AI data centres

Overview's satellites will beam solar energy to Earth, extending solar farm output through the night without new infrastructure.
Tech industry
from24/7 Wall St.
1 week ago

Western Digital Stock Is Up 135% This Year - Here's Why

Western Digital's stock has surged 134% YTD, driven by AI data center demand and strong earnings performance.
Venture
from24/7 Wall St.
1 week ago

Philippe Laffont's Coatue Is Betting Billions on These 3 AI Stocks. Here's Why Smart Money Sees AI Dominance

Coatue Management is heavily investing in companies central to the AI infrastructure, anticipating significant long-term value creation.
World news
fromAxios
1 week ago

Supply chain cracks constrain AI boom

The AI economy faces significant risks due to geopolitical tensions affecting helium and natural gas supplies critical for infrastructure.
Artificial intelligence
fromTheregister
1 week ago

Google on why its all-in-one AI stack embraces competitors

Google Cloud has a unique advantage with its integrated AI infrastructure, models, and data platform, essential for enterprise AI value.
#texas-instruments
Business
from24/7 Wall St.
1 week ago

BofA Just Upgraded Texas Instruments to Buy With a $320 Target. Is This the Ultimate Industrial AI Chip Play?

Bank of America upgraded Texas Instruments to Buy, raising the price target to $320, citing strong earnings and growth potential in AI and industrial sectors.
Business
from24/7 Wall St.
2 weeks ago

Texas Instruments Is About to Reveal How Much the AI Boom Benefits Its Bottom Line

Texas Instruments shows strong data center growth, indicating a potential structural shift in revenue driven by AI infrastructure spending.
Business
from24/7 Wall St.
1 week ago

BofA Just Upgraded Texas Instruments to Buy With a $320 Target. Is This the Ultimate Industrial AI Chip Play?

Bank of America upgraded Texas Instruments to Buy, raising the price target to $320, citing strong earnings and growth potential in AI and industrial sectors.
Business
from24/7 Wall St.
2 weeks ago

Texas Instruments Is About to Reveal How Much the AI Boom Benefits Its Bottom Line

Texas Instruments shows strong data center growth, indicating a potential structural shift in revenue driven by AI infrastructure spending.
more#texas-instruments
DevOps
fromTheregister
1 week ago

Datadog digs down into GPU efficiency as AI costs soar

Datadog introduces GPU monitoring to enhance visibility and cost management for AI-driven organizations.
fromTNW | Artificial-Intelligence
1 week ago
London startup

BT, Nscale, and Nvidia announce UK sovereign AI partnership

Nscale and BT are partnering to build AI data centres in the UK, enhancing national AI infrastructure using Nvidia's technology.
fromTNW | Investors-Funding
1 week ago
Venture

VAST Data raises $1B at $30B valuation with Nvidia backing as AI data infrastructure demand accelerates

VAST Data raised $1 billion in Series F funding, achieving a $30 billion valuation, significantly increasing from its previous valuation of $9.1 billion.
Business
from24/7 Wall St.
2 weeks ago

GE Vernova Zooms 13%, GE Aerospace Loses 5% as Earnings Day Fractures the Family

GE Vernova's shares surged 13% after a strong Q1 2026 earnings report and raised full-year guidance, while GE Aerospace shares fell 5%.
Business
from24/7 Wall St.
2 weeks ago

Why Cisco's AI and Networking Tailwinds Point to $98.76 in 12 Months

Cisco Systems shows potential for continued gains with a price target of $98.76, reflecting a 12.6% upside over the next year.
Tech industry
fromTechzine Global
2 weeks ago

Google presents TPU 8t and TPU 8i chips; splits training and inference

Google Cloud introduces 8th-generation TPUs, TPU 8t for training and TPU 8i for inference, enhancing performance and efficiency in AI infrastructure.
European startups
fromTheregister
2 weeks ago

UK firms to deploy AI projects abroad as energy costs rise

One in five UK firms have moved AI workloads abroad due to high energy costs, threatening the government's economic growth plans.
Venture
fromwww.alleywatch.com
2 weeks ago

The 16 Largest Global Startup Funding Rounds of March 2026

March 2026 saw significant startup funding, particularly in AI infrastructure, defense autonomy, and robotics, with top rounds exceeding $3.8B.
Venture
from24/7 Wall St.
2 weeks ago

RBC Just Lifted Marvell's Target From $115 to $170 After Amazon's Blockbuster Anthropic Deal

RBC Capital Markets raised Marvell's price target to $170, citing Amazon's deal with Anthropic as a significant growth catalyst.
DevOps
fromTechzine Global
2 weeks ago

95% of GPU capacity goes unused in Kubernetes clusters

GPU and CPU usage remains low despite rising cloud costs, highlighting inefficiencies in resource utilization as Kubernetes adoption increases.
Business
from24/7 Wall St.
2 weeks ago

Forget Nvidia: Why HPE Could Be the Overlooked AI Infrastructure Play of 2026

Hewlett Packard Enterprise is an overlooked investment opportunity in AI infrastructure with strong financial growth and expanding margins.
DevOps
fromMedium
2 weeks ago

The AI Infrastructure Stack in 2026: Companies Building the Future of AI

AI infrastructure companies are transforming the deployment and scaling of artificial intelligence into full production systems with essential governance and observability.
Marketing tech
fromTNW | Insights
2 weeks ago

WhatsApp Plus subscription testing at EUR 2.49/month joins Instagram Plus in Meta's cross-app premium push

WhatsApp is testing a paid subscription called WhatsApp Plus, offering cosmetic upgrades for EUR 2.49 per month.
fromTelecompetitor
2 weeks ago

Zayo secures anchor customer to accelerate expansion in AI corridors

"AI demand is no longer theoretical. It's showing up as real customer requests in corridors where it's scaling fast," said Bill Long, Chief Product and Strategy Officer at Zayo.
Business
from24/7 Wall St.
2 weeks ago

Stifel Raises AMD Target to $320: Is the AI Chip Rally Just Getting Started?

Stifel raised AMD's price target to $320, indicating strong confidence in AI infrastructure demand and AMD's growth potential.
NYC startup
fromAxios
2 weeks ago

Trump-branded AI data center megaproject stalls, CEO departs

Fermi America faces significant challenges in securing tenants and managing complex AI infrastructure projects, particularly cooling systems.
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