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Browsing Tag

AI infrastructure

194 posts
SSpace
SpaceX (SPCX) Is Spending $60 Billion To Build An AI Infrastructure Business
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SpaceX (SPCX) Unveils Orbital AI Network And $16.8 Billion Chip Factory Plans

  • August 7, 2026
Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors…
AArtificial intelligence
Here's What Morgan Stanley Says About Buying the AI Infrastructure Dip
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Here’s What Morgan Stanley Says About Buying the AI Infrastructure Dip

  • August 1, 2026
The rout in artificial intelligence (AI)-related stocks is ongoing. Stocks of companies that provide major inputs into AI…
TTechnology
friend, AI, wearables
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Friend’s New Pendant Gives OpenAI’s Screenless Future a Voice

  • July 31, 2026
Screenless devices seem to be the next frontier in artificial intelligence (AI) hardware. There have been rumors that…
AArtificial intelligence
Microsoft Extends Data Center Lifespans to Soften AI Costs
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Microsoft Extends Data Center Lifespans to Soften AI Costs

  • July 30, 2026
Microsoft reported strong growth in its cloud and artificial intelligence businesses while also working to moderate the impact…
AArtificial intelligence
Samsung sees robust AI demand and tight chip supply after posting over 250-fold rise in chip profit
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Samsung sees robust AI demand and tight chip supply after posting over 250-fold rise in chip profit

  • July 30, 2026
By Hyunjoo Jin and Joyce Lee SEOUL, July 30 (Reuters) – Samsung Electronics expects AI chip demand to…
AArtificial intelligence
Seagate’s 48% Revenue Surge Silences Growing AI Infrastructure Skeptics
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Seagate’s 48% Revenue Surge Silences Growing AI Infrastructure Skeptics

  • July 29, 2026
Seagate AI infrastructure earnings growth chart showing stock market gains. Photo by BeInCrypto Seagate Technology just handed the…
AArtificial intelligence
Intel's CEO Just Made a Bold AI Prediction. Here's Why NVDA Investors Should Pay Attention
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Intel’s CEO Just Made a Bold AI Prediction. Here’s Why NVDA Investors Should Pay Attention

  • July 25, 2026
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. For…
AArtificial intelligence
Oracle Is Spending Billions on AI. Why It Might Not Pay Off.
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Oracle Is Spending Billions on AI. Why It Might Not Pay Off.

  • July 25, 2026
Oracle (NYSE: ORCL) has made a big bet. As one of the leading suppliers of AI computing power,…
AArtificial intelligence
Verizon
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Verizon Lands $1 Billion AI Infrastructure Deal With Google

  • July 25, 2026
Verizon signed an over $1 billion artificial intelligence (AI) infrastructure deal with Google, and the company expects to…
AArtificial intelligence
Chinese AI Models Now Capture Up to 46% of US Enterprise Token Usage
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Samsung, SK Hynix Prepare Major AI Deals as $880 Billion Plan Advances

  • July 24, 2026
This article first appeared on GuruFocus. Samsung Electronics (SSNLF), a South Korean company expanding semiconductor production and AI…
AArtificial intelligence
Forget Micron? This New AI Memory Stock Could Be the Best Buy of the Decade
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AI Is Keeping DRAM Prices High — Here’s Exactly When the Market Finally Loosens Up

  • July 19, 2026
Quick Read HBM will consume 30% of total DRAM wafer capacity by 2027, leaving supply able to meet…
AArtificial intelligence
'Earnings need to be strong': Wall Street assesses next catalyst for AI trade
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‘Earnings need to be strong’: Wall Street assesses next catalyst for AI trade

  • July 19, 2026
Wall Street will need strong earnings to shake off recent market jitters around AI. This season is expected…
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