Browsing: AI infrastructure

Investors await Microsoft and Amazon’s earnings reports, focusing on their capital expenditures amid reports of potential cutbacks on AI infrastructure spending.

CNBC Investing Club with Jim Cramer’s afternoon update discusses market pressures and AI infrastructure developments

Broadcom stock has been affected by tariff announcements, but its long-term prospects remain bright due to its involvement in AI infrastructure and recent stock buyback announcement.

Stargate, a massive $500 billion US data centre project backed by SoftBank, OpenAI, and Oracle, is considering investing in the UK as it expands its AI infrastructure overseas.

Amazon has paused data center lease talks for its cloud division, particularly in overseas markets, suggesting a short-term slowdown in leasing for large-scale facilities, according to Wells Fargo analysts.

Google Cloud Next conference revealed strategic investments in AI infrastructure, including the Ironwood Tensor Processing Units (TPUs), designed to transform enterprise AI deployment across industries

NVIDIA partners with manufacturing companies to build ‘AI factories’ in the U.S., commissioning over a million square feet of manufacturing space

Nvidia Corp. announces plans to produce up to half a trillion dollars’ worth of AI infrastructure in the US through manufacturing partnerships over the next four years

MiTAC Computing Technology Corporation will unveil its latest AI server platforms, optimized for NVIDIA MGX architecture, at GTC 2025.

Nvidia and Elon Musk’s xAI have joined the AI Infrastructure Partnership, a consortium aiming to invest billions in AI-related projects.