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…
Big lesson from this week’s earnings: AI buildout is not a zero-sum game
This week’s impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and…
Nvidia stock rises 7% after blockbuster earnings boost AI confidence
Nvidia shares rose on Thursday after the chip giant’s revenue guidance reassured investors that AI demand will remain…
Washington escalates on two fronts as Nvidia’s big week begins
Hello, this is Anniek Bao writing to you from Singapore. Welcome to another edition of CNBC’s Daily Open.…
Nvidia is connecting GPU customers with data centers in the Nordics: sources
Nvidia is playing matchmaker, trying to connect companies with its graphics processing units to data-center operators that have…
Thursday’s big Wall Street calls include Nvidia, SpaceX, AMD & Disney
Bank Here are the biggest calls on Wall Street on Thursday: HSBC upgrades Keurig Dr Pepper to buy…
Nebius has tripled in 2026, but it can rise more, Bank of America says
Nebius Group has more than tripled this year due to the artificial intelligence boom, but it still has…
Leopold Aschenbrenner’s hedge fund is facing steep AI losses
The battered $24 billion hedge fund founded by former OpenAI researcher Leopold Aschenbrenner is unwinding many of its…
Google Cloud’s Kurian: Customers are spending 50% more
Google‘s cloud chief Thomas Kurian said the company’s existing customers are shelling out “roughly 50% more” than they’ve…
Alphabet, Tesla test investor patience AI spending overshadows growth
(L-R) Google CEO Sundar Pichai speaks and Tesla and SpaceX CEO Elon Musk arrive for the inauguration ceremony…
Fireworks hits $17.5 billion valuation and $1B in annualized revenue
Fireworks founders pose for a photo at the startup’s headquarters in San Mateo, California. From left in front…
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…