A Financial Times analysis of the 60 largest planned US data centers, tied to Amazon, Microsoft, Google, and Meta, estimates those facilities will collectively emit roughly 101.5 million tons of CO2 p…
Microsoft Corp. (NASDAQ: MSFT) is the most overlooked AI stock, with a 24/7 Wall St. price target of $590.17, implying 22.13% upside from $483.24, driven by Azure's $100 billion annual revenue run rat…
Nvidia is in discussions to invest in AI search startup Perplexity at a valuation exceeding $30 billion, according to The Information. Perplexity's annualized revenue has surpassed $750 million, more …
Valyu AI has updated its open-source Finance application to prioritize deliverable generation, ensuring that AI research agents produce files like Excel spreadsheets, PowerPoints, and PDFs rather than…
Hugging Face, the AI model-sharing platform, has been approached to sell at a valuation of $13 billion or more, according to Business Insider. The startup, which last raised at a $4.5 billion post-mon…
Alibaba Group Holding Ltd. is raising £7.5bn through a Hong Kong share sale of 710 million new shares at £10.54 each, the largest-ever primary follow-on offering by a Hong Kong-listed company, to fund…
Marvell Technology disclosed an expanded custom silicon partnership with Alphabet's Google covering AI inference accelerators, storage, networking, memory interface controllers, and near-memory comput…
Nvidia customers face AI server price hikes of more than 15% as memory chip costs soar, with increases taking effect on systems shipped in early 2027, including those with Vera Rubin and Grace Blackwe…
Google confirmed on July 21 that it has begun its most ambitious pre-training run yet for Gemini 4, with CEO Sundar Pichai stating on the Q2 earnings call that the model will use a significantly large…
US companies have issued nearly $1.7 trillion in bonds so far this year, up 27% from the same period a year ago, according to SIFMA data, driven by AI infrastructure buildout by hyperscalers, data-cen…
Hugging Face, a New York-based AI startup hosting open-source large language models and datasets, has been exploring a sale that could value it at US$13 billion or more, according to a Business Inside…
Alibaba Group Holding Ltd. launched a HK$80 billion ($10.2 billion) share placement on Sunday to fund artificial intelligence-related development, marking the largest-ever primary follow-on offering b…
Nvidia Corp. has warned some of its largest customers that prices for servers containing its AI chips will rise by more than 15% in many cases, driven by soaring memory chip costs, according to a Bloo…
Financial journalist Jeff Prestridge advises investors to prepare for a potential stock market crash triggered by the bursting of the artificial intelligence (AI) bubble, recommending portfolio divers…
Nvidia has told major customers that servers with its Grace Blackwell and next-generation Vera Rubin chips will cost more than 15% more in many configurations starting early next year, passing on surg…
Alibaba Group Holding Ltd. announced a $10.2 billion share placement in Hong Kong, its largest-ever equity offering, to fund full-stack AI capabilities including custom chips, data centers, and AI mod…
Nvidia has informed customers of price increases exceeding 15% for AI-related products, attributed to rising memory chip costs, according to CNBC. The hikes will affect systems scheduled for shipment …
Nvidia has notified some of its largest customers that prices for servers containing its AI chips will rise more than 15% in many cases, driven by soaring memory chip costs, according to people famili…
Hyperscalers including Alphabet, Amazon, Meta, Microsoft, and Oracle have issued over $170 billion in new debt in 2026, surpassing the $121 billion issued in all of 2025 and roughly quintupling their …
Microsoft Corp. reported a $678 billion contracted commercial backlog, which it says converts AI demand into recurring subscription revenue, a key advantage over Nvidia Corp. The company closed fiscal…