AI Infrastructure

Goldman Sachs initiated coverage on Comfort Systems USA with a Buy rating and a $2,159 price target, citing the company's role in building AI data centers. The mechanical contractor's technology sector revenue surged to …

Atlas Capital disclosed a 23.1% stake in Greenidge Generation after receiving 114,199 new Class A shares as an interest payment, raising dilution concerns as Greenidge pivots from Bitcoin mining to AI and high-performanc…

Oracle's stock rose after OpenAI highlighted the performance of its new AI model, boosting investor confidence in Oracle's cloud infrastructure.

A developer built agentproto, a daemon and CLI that unifies the lifecycle of multiple AI coding agents—Claude Code, Codex, Hermes, opencode, and Mastra—under a single interface with durable supervision, policy gates, and…

US semiconductor ETFs saw a record $7.1 billion in daily inflows, with the iShares Semiconductor ETF alone absorbing $5 billion, driven by investor demand for AI-related chip exposure. The surge reflects a 1,200% increas…

Meta launched Muse Spark 1.1 with a 1 million token context window and opened developer preview access to its API, intensifying competition with OpenAI and Anthropic. The model targets agentic workflows, coding, and comp…

Meta opened Muse Spark 1.1 to outside developers via a paid API on Thursday, charging $1.25 per million input tokens and $4.25 per million output tokens, while internally restricting its own engineers from using rival AI…

A developer built a browser-based agent that reverse-engineers web apps' own APIs to automatically generate reusable tools for AI assistants, enabling deep integration without modifying source code. The agent creates 're…

MARA Holdings, a Bitcoin mining company, agreed to acquire a 1,200+ acre powered site in Matagorda County, Texas, from HIF USA, gaining access to up to 2 GW of grid capacity by April 2028. The site will become a computin…

An AI infrastructure stock received a significant price-target increase following an acquisition, signaling investor confidence in the company's growth prospects.

ArcOne AI announced on July 9, 2026 that its BankOS AI orchestration platform now covers retail, commercial, transaction banking, capital markets, wealth, and payments workflows. The platform integrates 60+ connectors, a…

LangChain, LlamaIndex, and raw API calls each address different layers of the LLM application stack, with LangChain focusing on general orchestration, LlamaIndex on data retrieval, and raw calls offering minimal abstract…

SK Hynix plans to price its US listing at $149 per American depositary receipt, targeting a $26.5 billion IPO that would surpass Alibaba as the largest foreign company debut on a US exchange. The Korean memory chipmaker'…

TeraWulf, a former Bitcoin mining company, signed a 20-year lease with AI lab Anthropic for a data center campus in Kentucky, projected to generate $19 billion in revenue. The deal, requiring $3.2-4 billion in capital ex…

Anthropic, OpenAI, and SpaceX are poised to launch IPOs that could collectively surpass the total exit value of every US venture-backed IPO since 2000, according to PitchBook. SpaceX alone targets a $75 billion raise at …

Blocks.ai launched a control plane and network layer for AI agents, enabling outbound-only connectivity, real-time streaming, and built-in queueing and rate limiting. The platform, built on PubNub infrastructure, offers …

Skyrocketing memory prices driven by AI demand for large context windows and massive parameter counts are reshaping the memory stack, with high-bandwidth flash (HBF) emerging alongside traditional SRAM, DRAM, and Flash. …

Uber's CTO Praveen Neppalli Naga embedded 30 top AI engineers in HR, finance, and legal teams over two weeks to create AI agents that automate manual tasks, reducing financial pacing reports from two days to 10 minutes a…

Containerization is moving custom AI decisioning models into SSP environments, reshaping the programmatic supply chain by enabling real-time decisioning on every available impression. At Cannes Lions 2026, inPowered AI a…

Oracle president Mark Hura told the RAISE Summit in Paris that enterprises should focus on business outcomes rather than AI models, arguing that proprietary data—not the model—provides competitive advantage. He cited exa…