What IREN (IREN)’s Landmark Microsoft AI Cloud Deal Means For Shareholders
Microsoft recently announced a multi-year US$9.7 billion agreement with IREN Limited to access Nvidia GB300 GPUs through phased…
OpenAI Asks US to Expand Chips Tax Credit to AI Data Centers
Construction at the Stargate AI data center in Abilene, Texas in September. (Bloomberg) — OpenAI has asked the…
Why OpenAI went into crisis PR mode Thursday
Sarah Friar, OpenAI’s CFO, sparked backlash this week with a comment about government support for building AI infrastructure.…
Does Qualcomm’s Entry Into the AI Chip Race Spell Trouble for Nvidia?
Mobile chipmaker Qualcomm will debut its first artificial intelligence data center processor next year. This new tech will…
How Vertiv’s AI Infrastructure Partnership With NVIDIA Is Changing Its Investment Story (VRT)
Vertiv recently announced its gigawatt-scale reference architectures for the NVIDIA Omniverse DSX Blueprint, enabling faster and more flexible…
Elon Musk confirms SpaceX plans for orbital data centers
As AI continues to push global demand for computing infrastructure, some of the tech industry’s biggest names are…
AI-Led Investments Are Driving US Economic Growth
(Bloomberg) — There’s no official read on how fast the US economy grew last quarter, thanks to the…
AI mania tanks CoreWeave’s Core Scientific acquisition; it buys Python notebook Marimo
Core Scientific shareholders on Thursday voted down an all-stock acquisition offer from partner and competitor CoreWeave that was…
Could Advanced Micro Devices Become the New Growth Story in AI Chips?
When investors talk about artificial intelligence (AI) chips, they often mention Nvidia (NASDAQ: NVDA). It’s the world’s largest…
Trump Administration Moves to Accelerate AI Power Hookups
Fiber optic data cables. Photographer: Andrey Rudakov/Bloomberg (Bloomberg) — The Trump administration is pushing regulators to dramatically accelerate…
What Is One of the Best AI Hardware Stocks to Buy Today?
Nvidia has been the most obvious winner from booming demand for AI chips. Its top rival, Advanced Micro…
Meta expands AI ambitions with mega deals
Meta Platforms is deepening its artificial intelligence ambitions with a series of high-value deals and infrastructure investments. The…