Nvidia's Blackwell B200 GPU systems are sold out with a 12-month backlog, and CEO Jensen Huang said sales are 'off the charts.' Complete 8x B200 server systems are quoted above $500,000, with individu…
Morgan Stanley raised its forecast for global hyperscaler capital expenditures to roughly $1.2 trillion by 2027, up from an earlier estimate of $1.116 trillion, with 75% of spending driven by AI infra…
The US government is facilitating $26 billion in African data center deals through public-private partnerships, including a $1 billion Microsoft and G42 geothermal-powered AI data center in Kenya and …
Nvidia CEO Jensen Huang used his first-ever post on X to publish a letter advocating for open-weight AI models, arguing that openness drives adoption and GPU demand. The letter, signed by Nvidia and p…
Amazon Web Services posted Q1 FY2026 revenue of $37.6 billion, a 28% year-over-year increase and its fastest growth in 15 quarters, driven by surging demand for AI workloads. Amazon plans nearly $200 …
Meta Platforms announced on July 1, 2026, a new business unit called Meta Compute to sell surplus GPU and AI processing power to external clients, sending its stock up roughly 9%. The company plans $1…
Sunrun, the largest US residential solar provider, launched a pilot program to install AI compute nodes in customers' homes, paying homeowners to host the hardware and selling the compute power to ent…
Render Network experienced negative GPU supply for the first time since 2018, as surging AI workloads and rapid onboarding consumed all available compute capacity. The decentralized platform added 60,…