NVIDIA has delayed mass shipments of its Blackwell NVL72 rack system to Q1 2025 due to overheating issues in the 72-GPU configuration, which exceeds conventional air cooling limits. The company confir…
Anthropic, the AI company behind the Claude large-language models, has reportedly made a $2 trillion bid, an aggressive valuation that comes as the U.S. IPO market shows mixed performance with 114 IPO…
Groq raised $650 million in June, led by Disruptive and Infinitum, to expand its AI inference cloud, following a $20 billion licensing deal with Nvidia that moved founder Jonathan Ross and other team …
Nvidia Corp. disclosed in a June 30 Form 13F filing that it owns 122,764,805 Class A shares of Space Exploration Technologies Corp. (SpaceX) valued at $20.98 billion, one of its largest equity positio…
Groq raised $350 million in a Series A round led by Disruptive with planned participation from Nvidia, valuing the company at $3.5 billion, down from its $6.9 billion valuation last September. The sta…
Nvidia will invest $1.5 billion in SB Energy, a SoftBank Group subsidiary building a data center in Ohio for OpenAI, marking a direct capital injection into AI infrastructure. The equity deal gives Nv…
Asia-Pacific's data center development pipeline hit a record 26.5 GW in H1 2026, driven by AI and cloud infrastructure investment, according to Cushman & Wakefield. The pipeline grew by 7.1 GW in six …
Asset managers are shifting focus to long-term returns from Big Tech AI spending, betting that hyperscalers will grow profits faster than they spend, with the biggest tech companies on track to add ro…
Hong Kong-based 'neo-cloud' provider Antimatter is betting on Chinese open-weight AI models to rival US providers like CoreWeave, helping businesses cut costs and gain data sovereignty. The company ex…
Mark Cuban said on Aug. 16 that 'chips as an asset class will be the new crypto,' a broad investment thesis as AI drives demand for advanced computing hardware. CoreWeave closed a $2.6 billion delayed…
Nvidia has spent over $40 billion on equity stakes and supply-chain investments in companies that buy its chips, including $30 billion into OpenAI, $21 billion into SpaceX, and $30 billion into Intel,…
Renting Nvidia's H100 GPU climbed roughly 40% between October 2025 and March 2026, with average rates jumping from $1.70 to $2.35 per GPU-hour, according to data from SemiAnalysis. On-demand H100 capa…
CoreWeave co-founders have sold billions in stock since the lockup expired in mid-2025, with CEO Michael Intrator generating approximately $20.5 million from share sales in July and Chief Development …
Leopold Aschenbrenner's Situational Awareness AI hedge fund lost 67% of its value in July 2026, after nearly 50% of its US equity portfolio was invested in SanDisk and Micron, according to SEC filings…
CoreWeave, a former bitcoin miner turned neocloud, reported Q2 2026 revenue of $2.58 billion, up 2.1X year-over-year, with a net loss of $626 million and $6.41 billion in cash, while amassing a $104.2…
The AI bubble is unlikely to burst soon due to persistent shortages in high-bandwidth memory, advanced packaging, network fabric, power, and site readiness that will delay price discovery until at lea…
Galaxy Digital is building a multi-gigawatt data center platform focused on securing reliable power and transmission infrastructure, rather than just headline megawatt figures, according to Austin Sto…
Enterprises are increasingly adopting neoclouds—specialized cloud providers such as CoreWeave, Lambda, and Crusoe Cloud built around AI infrastructure—for GPU-heavy workloads, drawn by better economic…
Yahoo Finance reports that fresh earnings from Nebius, CoreWeave, and Super Micro Computer signal demand for AI computing power remains red-hot, easing investor concerns about an AI bubble. The result…
The S&P 500 hit a record high on Thursday, climbing 0.56% to 7,791.70 points, as tame producer price inflation data eased concerns about a September Federal Reserve rate hike. Memory chip makers Sandi…