Bond traders have pushed Broadcom's five-year credit default swap prices up by 28 basis points in August and yields on its 5.15% bonds maturing in 2031 up roughly 14 basis points, as the chipmaker neg…
Nebius Group shares fell 4% to $211.21 on Monday as its $5 billion convertible note offering settled, while Datadog dropped 3% to $228.43 and Cloudflare slipped 3% to $284.50, tracking a soft cloud-so…
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…
OpenAI launched Frontier, an enterprise platform for managing AI agents, on February 5, with HP, Oracle, State Farm, and Uber as early customers, but the launch comes amid revelations that an OpenAI r…
Nvidia Corp. could see its stock drop 20% to $165 if it misses earnings, according to 24/7 Wall St., which notes the stock traded at that level in late March when AI demand waned. The company is expec…
Oracle has made its Exadata Database Service on Exascale Infrastructure generally available on Oracle AI Database@AWS, adding the high-performance database platform to the service that went live for l…
The New York Post argues that fears of an AI bubble are largely unfounded, noting that while AI is cited as a top reason for 2026 layoffs and tech job cuts have already surpassed 2025's total, many fi…
Samsung Electronics and SK hynix are gaining pricing power as server makers raise prices for Nvidia-based AI systems by more than 15 percent for shipments starting in early 2027, according to Bloomber…
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…
Nvidia Corp. has notified customers that AI server prices will rise more than 15% for systems shipping early next year, driven by memory costs that now account for about 25% of a high-end rack's build…
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…
Texas Gov. Greg Abbott said AI data centers deserve the backlash they are receiving, telling ABC's 'This Week' that they 'basically dug their own grave.' A Gallup survey found 70% of Americans oppose …
Citizens Bank estimates that Tesla's Optimus humanoid robot could eventually target roughly $1.7 trillion of U.S. wages, with about $300 billion of work already serviceable in factories, warehouses, a…
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…
Gene Marks argues in The Guardian that fears of an AI-driven 'debt bomb' crisis from datacenter builders like Meta, Oracle, xAI, and CoreWeave are exaggerated, noting the risks differ from past crises…
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 …
UBS estimates hyperscaler capital expenditures could reach about $4.1 trillion from 2026 through 2028, more than three times the $1.292 trillion spent in the previous six years, with Amazon, Alphabet,…
A Wall Street Journal analysis found that nine major technology companies, including Microsoft, Amazon, Alphabet, Meta Platforms, Oracle, Nvidia, Broadcom, Advanced Micro Devices, and SpaceX, are carr…
24/7 Wall St. set a price target of $166.75 for CoreWeave (NASDAQ:CRWV), implying an 86.28% upside from the current price of $89.36, and rated the stock a buy with 50% confidence. The projection is ba…