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Browsing Tag

AI infrastructure

62 posts
AArtificial intelligence
data center AI bubble
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Companies Balance AI Opportunities With Fear of AI Bubble

  • April 2, 2026
After Microsoft paused some development of data centers in spring 2025, the company was surprised to see the…
AArtificial intelligence
AI Infrastructure Wars Are Officially Here — Nvidia's $2B Nebius Push Just Turned Up the Heat
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AI Infrastructure Wars Are Officially Here — Nvidia’s $2B Nebius Push Just Turned Up the Heat

  • March 31, 2026
Nvidia (NASDAQ:NVDA) is investing $2 billion in artificial intelligence cloud company Nebius to develop a full-stack AI cloud…
AArtificial intelligence
Why Arm's New AI Chip Is a Game Changer. Time to Buy the Stock?
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Why Arm’s New AI Chip Is a Game Changer. Time to Buy the Stock?

  • March 25, 2026
After decades of relying almost entirely on a licensing and royalty business model, Arm Holdings (NASDAQ: ARM) is…
AArtificial intelligence
AWS AI
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Amazon CEO Predicts AI Will Push AWS to $600 Billion a Year

  • March 18, 2026
Amazon CEO Andy Jassy said Tuesday (March 17) that the growth of artificial intelligence could drive the sales…
AArtificial intelligence
2 No-Brainer AI Stocks to Buy Right Now
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2 No-Brainer AI Stocks to Buy Right Now

  • March 16, 2026
Artificial intelligence (AI) continues to be the biggest driving force in the stock market today. While investors are…
AArtificial intelligence
Hewlett Packard Enterprise projects revenue above estimates on AI boom
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Hewlett Packard Enterprise projects revenue above estimates on AI boom

  • March 9, 2026
March 9 (Reuters) – Hewlett Packard Enterprise forecast second-quarter revenue above Wall Street estimates on Monday, betting on…
AArtificial intelligence
The Artificial Intelligence (AI) Inference Market Could Reach $255 Billion by 2030. These Stocks Are Best Positioned to Win.
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The Artificial Intelligence (AI) Inference Market Could Reach $255 Billion by 2030. These Stocks Are Best Positioned to Win.

  • February 26, 2026
The early innings of the artificial intelligence (AI) infrastructure buildout have been dominated by training, as companies rush…
AArtificial intelligence
AI
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Big Tech Is Raiding the Energy Sector to Power the AI Boom

  • February 22, 2026
As the tech sector expands, in line with the growing global demand for advanced technologies, it appears that…
AArtificial intelligence
Super Micro Computer’s AI Surge Raises Questions On Value And Durability
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Super Micro Computer’s AI Surge Raises Questions On Value And Durability

  • February 7, 2026
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million…
AArtificial intelligence
China trials its largest locally made AI computing resource in major infrastructure push
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China trials its largest locally made AI computing resource in major infrastructure push

  • February 6, 2026
China’s state-backed SuperComputing Network (SCNet), a major computing resource provider, has deployed a new node for beta testing,…
AArtificial intelligence
Elon Musk speaks on a podcast
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Elon Musk is getting serious about orbital data centers

  • February 5, 2026
On Friday, when SpaceX filed plans with the Federal Communications Commission (FCC) for a million-satellite data center network,…
AArtificial intelligence
3 No-Brainer AI Stocks to Buy Right Now
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3 No-Brainer AI Stocks to Buy Right Now

  • February 5, 2026
Spending on data center infrastructure continues to flow at a rapid rate, and for investors who want to…
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