Bayshore is an AI platform that converts regulations, policies, and expert knowledge into machine-executable logic for compliance decisions, offering instant answers for routine requests, escalation f…
A Nikkei survey of 26 major Japanese data center operators found that 22 plan to quadruple AI-focused capacity by 2033, backed by roughly 10 trillion yen ($60 billion) in investment. NTT leads with 1.…
ServiceNow is hiring a Sr Staff AI Engineer for its Veza identity security unit, offering $172k–301k/yr for a remote role based in Minneapolis, Minnesota. The engineer will architect production-grade …
Firmus, a $15.5bn AI infrastructure company co-founded by Oliver Curtis and Tim Rosenfield, has won council approval from Tasmania's George Town Council for its 288MW AI factory at Bell Bay despite co…
Goldman Sachs flow experts report that US large-cap mutual funds are underweight Nvidia by roughly 100 basis points, the largest underweight among major AI stocks, ahead of Nvidia's Q2 FY2027 earnings…
Data center deals, led by Digital Realty's $5.6 billion acquisition from Blackstone, pushed U.S. commercial real estate transaction volumes in July 2026 to their highest level since 2005. National dat…
Broadcom's AI chip financing has shifted from an equity-market story to a credit-market concern, with yields on its 5.15% bonds due in 2031 rising about 14 basis points in August and five-year credit …
Lancium announced a strategic collaboration and investment from NVIDIA to accelerate deployment of large-scale accelerated computing infrastructure across its data center portfolio, targeting gigawatt…
Lancium and Nvidia are partnering to deploy Nvidia's AI factory technology across Lancium's portfolio, which includes 4 GW of leased capacity and more than 15 GW of powered land in development. Nvidia…
Nvidia announced a strategic investment of up to $3 billion in Lancium, a Texas-based power infrastructure company, to secure energy for AI data centers. The initial $2 billion tranche buys Nvidia a 2…
Nvidia is set to report fiscal Q2 2027 earnings on August 26, with analysts projecting revenue of roughly $92 billion, a 97% year-over-year increase from $46.7 billion, driven by AI infrastructure dem…
Nvidia is set to report its second quarter earnings, with analysts expecting adjusted EPS of $2.09 on revenue of $92 billion, a 96% year-over-year increase. The results come amid broader chip stock vo…
Broadcom Inc.'s credit default swap spread surged to a record 122 basis points after the company announced a massive off-balance-sheet debt structure, potentially reaching $100 billion, to finance cus…
Nvidia is reducing its proposed financial guarantee for an OpenAI data center project in Ohio from as much as $250 billion to less than $120 billion, according to the Wall Street Journal. The revised …
Nvidia plans to invest several hundred million dollars in Cloverleaf Infrastructure, an energy infrastructure startup founded in February 2024, according to the Wall Street Journal. The investment is …
Nvidia Corp. needs a new narrative beyond earnings and product roadmaps to unlock a higher stock valuation, according to HSBC analyst Frank Lee, who said the company's push into open-source AI and sma…
AMD and Intel shares each fell nearly 4% on August 19, 2026, while Nvidia held roughly flat, as rising long-term Treasury yields and dilution concerns weighed on the AI chip trade. The 30-year Treasur…
Anthropic's $1.5 billion enterprise AI services firm Ode, led by Chris Taylor, has been built around private equity portfolios, with Blackstone, Hellman & Friedman, and Goldman Sachs announcing the ve…
Broadcom Inc. is reportedly seeking up to $100 billion in debt financing to support AI chip initiatives for Anthropic PBC and possibly OpenAI Group PBC, according to Bloomberg. The deal may include $6…
Ode, an AI consulting firm backed by Anthropic, Blackstone, and Goldman Sachs, embeds AI engineers and implements Claude directly into enterprises, offering a new model of consulting that integrates A…