Nvidia CEO Jensen Huang says neocloud demand is ‘off the charts’
Nvidia CEO Jensen Huang told CNBC Thursday that demand for neocloud firms is “off the charts,” but scarce…
Nvidia, SK Hynix, ASML, SoftBank stocks: Global tech rout, AI funding worries
Nvidia, Micron and Advanced Micro Devices sank on Thursday, as stocks tied to the artificial intelligence trade across…
CoreWeave stock sinks as bond yields surge near 15%
CoreWeave’s stock and bonds were both hit on Wednesday as investor fear grew that some technology companies are…
Michael Burry believes the AI bubble ‘may burst’ sooner than he first believed
Michael Burry attends the premiere of “The Big Short” at Ziegfeld Theatre on November 23, 2015 in New…
Google commits $15 billion for AI infrastructure in ‘Texas of Europe’ Finland
Google on Wednesday said it would invest at least 13 billion euros ($15.1 billion) into AI infrastructure in…
AI executives says demand ‘almost unlimited’ amid stock volatility
Master | Moment | Getty Images Chip stocks have had a blistering rally over the past year as…
Meta stock pops on cloud push to sell excess AI compute power capacity
Shares of Meta popped 10% on Wednesday following news that the company is building out a new cloud…
AI stock surges after an ex-OpenAI employee’s fund disclosed a stake
Dutch cloud provider Nebius popped in premarket trading Thursday after an ex-OpenAI employee’s fund disclosed a sizeable stake…
OpenAI shakes up partnership with Microsoft, capping revenue share payments
CEO of OpenAI Sam Altman speaks during the 2026 Infrastructure Summit of government officials, corporate executives, and labor…
Wall Street is getting bullish on neoclouds. These stocks hold more risk than other AI plays
There’s a lot of market buzz on the emerging crop of companies known as neoclouds, but these stocks…
Nebius unveils plans to build one of Europe’s largest AI factories
Nebius unveiled plans on Tuesday to build a new AI data center in Finland, which it says will…