Columbia Business School economist Stijn Van Nieuwerburgh warns that without AI data centre investment, the US economy would already be in a recession, estimating AI infrastructure spending could aver…
Nearly 90% of S&P 500 companies have reported second-quarter earnings, with FactSet data showing a 50% year-over-year rise, the fastest growth since 2021, driven by artificial intelligence, according …
Firebird, a US-based AI cloud company, opened the CIS region's largest AI factory in Hrazdan, Armenia, on Saturday, with Armenian Prime Minister Nikol Pashinyan, Kazakhstan's deputy prime minister Zha…
CoreWeave is set to report second quarter earnings on Tuesday, with analysts expecting an adjusted loss per share of -$1.18, down 339% year-over-year, and revenue projected to climb 111% to $2.5 billi…
Global AI, a sovereign AI data center company, has secured $441 million in debt financing from JPMorgan Chase to accelerate its expansion of air-gapped GPU data centers across the US. The company rece…
Tech stocks fell in early trading Monday as Meta CEO Mark Zuckerberg laid out his vision for AI and Intel announced a $15 billion stock sale. Zuckerberg introduced Meta's new open-weight model Muse Gl…
Core Scientific shareholders rejected CoreWeave's $9 billion all-stock acquisition in October 2025, and on July 28, 2026, Core Scientific announced a partnership with AMD to deliver over 500 megawatts…
The S&P 500 closed Friday up 0.6%, reaching record-high territory, as AI spending concerns receded and a weaker-than-expected jobs report recalibrated Fed rate bets. This week, investors will watch We…
Elon Musk said on SpaceX's August 4 earnings call that the company will build its AI infrastructure exclusively on Nvidia, citing the Vera Rubin architecture as the best available. SpaceX has not disc…
Firebird, an emerging AI cloud, launched the CIS region's largest AI factory in Armenia, powered by NVIDIA accelerated computing and Dell Technologies infrastructure, with plans to deploy more than 70…
CoreWeave signed a multi-year agreement with Solidigm on August 5 for priority access to enterprise SSD capacity, making storage the second component after GPUs that the AI cloud provider must contrac…
Solidigm signed a multi-year contract with CoreWeave to provide priority access to its enterprise SSD capacity, a deal announced amid reports that Solidigm is pursuing a pre-IPO funding of up to $7.1 …
CoreWeave announced plans to build three data centers in Greater Jakarta, Indonesia, totaling 360 MW of contracted IT power and expected to go online in 2028, marking its first expansion into Asia-Pac…
A joint post from Neon, Databricks' serverless-Postgres arm, and Castform, an RL post-training startup, claims a 4B open-weights model can match GPT-5.6 Sol on agentic retrieval at roughly 1/100th the…
Galaxy Digital recorded a second-quarter net loss of $85 million and $43 million in adjusted gross profit, while its data-center division delivered its first revenue quarter with $20 million in adjust…
SpaceX's first quarterly earnings as a public company reveal that its core business is telecom and AI compute leasing, not rockets, with Starlink generating $4.2 billion in revenue and the neocloud bu…
Galaxy Digital reported an $85 million net loss for Q2 2026, improving from a $216 million loss in Q1, as its Data Centers segment turned a $20 million adjusted gross profit, a 560% jump from $3 milli…
NVIDIA's Vera Rubin platform, featuring the Arm-based Vera CPU, is moving into production with support from 300 global partners, and early results from CoreWeave show it delivering 10 times more throu…
CoreWeave signed a multi-year agreement with Solidigm, the Intel-spun-off flash storage maker, guaranteeing priority access to solid-state drives as CoreWeave races to build out data centers fast enou…
Broadcom and Nvidia have moved co-packaged optics (CPO) into production, with Broadcom's Tomahawk 5-Bailly as the first volume-production CPO solution and Nvidia's Spectrum-X Ethernet Photonics switch…