#ai-infrastructure
#ai-infrastructure

Marketing tech

Prediction: 2 AI Stocks Will Be Worth More Than Apple Stock Before the End of 2026

fromAol

13 hours ago

Startup companies

2 Artificial Intelligence (AI) Stocks to Buy Before They Soar to $3 Trillion, According to Certain Wall Street Analysts

Silicon Valley real estate

Marketing tech

Prediction: 2 AI Stocks Will Be Worth More Than Apple Stock Before the End of 2026

UK data center industry growth faces serious challenges

The UKâs data center growth is booming, driven by AI, but energy grid constraints pose challenges.

Investment in UK's data centers is crucial for keeping pace with global AI infrastructure demands.

AI's Billion-Dollar Land Grab - 5 Ways It's Reshaping Real Estate | Entrepreneur

AI data centers are reshaping real estate by driving demand for land and infrastructure.

New technology hubs are emerging outside traditional urban centers due to the rise of AI.

Land prices are increasing in regions targeted for AI development.

Doubts arise over Microsoft's AI data center buildout

Microsoft is scaling back on data center leases and investments, suggesting a strategic realignment.

OpenAI's move away from Azure signifies shifting dynamics in AI partnerships.

fromFuturism

Microsoft's Huge Plans for Mass AI Data Centers Now Rapidly Falling Apart

Microsoft halts data center projects in Ohio, signaling caution in AI infrastructure investment amid concerns over demand and potential market saturation.

Oracle invests $40 billion in Nvidia GB200 superchips for OpenAI

Oracle is heavily investing in AI infrastructure with $40 billion for superchips at a new data center in Texas.

OpenAI's planned data center in Abu Dhabi would be bigger than Monaco | TechCrunch

OpenAI is developing a 5-gigawatt AI data center in Abu Dhabi, making it a major player in global AI infrastructure.

fromITPro

Silicon Valley real estate

UK data center industry growth faces serious challenges

The UKâs data center growth is booming, driven by AI, but energy grid constraints pose challenges.

Investment in UK's data centers is crucial for keeping pace with global AI infrastructure demands.

AI's Billion-Dollar Land Grab - 5 Ways It's Reshaping Real Estate | Entrepreneur

AI data centers are reshaping real estate by driving demand for land and infrastructure.

New technology hubs are emerging outside traditional urban centers due to the rise of AI.

Land prices are increasing in regions targeted for AI development.

Doubts arise over Microsoft's AI data center buildout

Microsoft is scaling back on data center leases and investments, suggesting a strategic realignment.

OpenAI's move away from Azure signifies shifting dynamics in AI partnerships.

fromFuturism

Microsoft's Huge Plans for Mass AI Data Centers Now Rapidly Falling Apart

Microsoft halts data center projects in Ohio, signaling caution in AI infrastructure investment amid concerns over demand and potential market saturation.

Oracle invests $40 billion in Nvidia GB200 superchips for OpenAI

Oracle is heavily investing in AI infrastructure with $40 billion for superchips at a new data center in Texas.

OpenAI's planned data center in Abu Dhabi would be bigger than Monaco | TechCrunch

OpenAI is developing a 5-gigawatt AI data center in Abu Dhabi, making it a major player in global AI infrastructure.

more#data-centers

#earnings-report

3 days ago

Nvidia Dethrones Microsoft as the Most Valuable Company | Entrepreneur

Nvidia surpasses Microsoft to become the most valuable company in the world with a market cap of $3.45 trillion.

fromAol

Marketing tech

Google to report first quarter earnings as investors look for signs of trade war impact

fromBusiness Insider

Business intelligence

Microsoft stock surges after hours after company blows past Q3 estimates

NYC startup

CoreWeave (NASDAQ: CRWV) Earnings Live: What You Need to Follow

Marketing tech

Marvell Technology (MRVL): Live Earnings Coverage May 29th

Marvell's earnings report is pivotal for assessing AI infrastructure demand impact on revenue.

Investors are keen on growth potential from AI-related products despite expected Q1 declines.

CoreWeave may have built a house of GPUs

CoreWeave's vast capital expenditure indicates a fragile business model in the face of high debt and significant losses despite revenue growth.

3 days ago

Nvidia Dethrones Microsoft as the Most Valuable Company | Entrepreneur

Nvidia surpasses Microsoft to become the most valuable company in the world with a market cap of $3.45 trillion.

Marketing tech

fromAol

Google to report first quarter earnings as investors look for signs of trade war impact

Alphabet's Q1 earnings report is crucial for assessing impact from tariffs and emerging trends in digital advertising.

Business intelligence

fromBusiness Insider

Microsoft stock surges after hours after company blows past Q3 estimates

Microsoft's Q3 performance exceeded expectations due to strong demand in Cloud services and AI infrastructure.

NYC startup

CoreWeave (NASDAQ: CRWV) Earnings Live: What You Need to Follow

Marketing tech

Marvell Technology (MRVL): Live Earnings Coverage May 29th

Artificial intelligence

CoreWeave may have built a house of GPUs

Cornelis brings Intel Omni-Path networking tech back from dead

Cornelis Networks reintroduces Omni-Path technology, promising enhanced performance and cost-efficiency for modern AI workloads compared to existing networking solutions.

#data-management

fromFast Company

Artificial intelligence

How To Embrace Enterprise AI: A Conversation with Bank of America's Hari Gopalkrishnan

Artificial intelligence

Nokia networking backbone firms up ResetData AI factory | Computer Weekly

fromFast Company

Artificial intelligence

How To Embrace Enterprise AI: A Conversation with Bank of America's Hari Gopalkrishnan

Artificial intelligence

Nokia networking backbone firms up ResetData AI factory | Computer Weekly

Scaling Large Language Model Serving Infrastructure at Meta

LLM serving is evolving into a foundational technology similar to an operating system.

Tech industry

Hetzner enhances datacentre core network infrastructure | Computer Weekly

Growth hacking

fromInfoQ

Scaling Large Language Model Serving Infrastructure at Meta

LLM serving is evolving into a foundational technology similar to an operating system.

Tech industry

Hetzner enhances datacentre core network infrastructure | Computer Weekly

more#tech-innovations

Startup companies

fromIT Pro

Is the future of business AI specialized services?

FluidStack offers vital lessons in adaptability and meeting customer needs, transitioning from a GPU marketplace to a private infrastructure service.

The company successfully filled the gap between GPU capacity providers and researchers' needs, enhancing AI infrastructure solutions.

OpenAI is expanding its workforce with a focus on AI infrastructure as it becomes less dependent on Microsoft.

CoreWeave, the AI company you've never heard of, is now public with a $23 billion valuation

CoreWeave's IPO could influence investor sentiment in a turbulent market.

Tech industry

Dell Is An Arms Dealer In The Ultimate Arms Race, and Is a Strong Buy After This Selloff

Startup companies

3 Stocks to Buy to Play What Could Be a Massive Risk-On Rally Into Year End: VRT, NVDA, AMZN

NYC startup

fromFast Company

CoreWeave, the AI company you've never heard of, is now public with a $23 billion valuation

CoreWeave's IPO could influence investor sentiment in a turbulent market.

Tech industry

Dell Is An Arms Dealer In The Ultimate Arms Race, and Is a Strong Buy After This Selloff

Startup companies

3 Stocks to Buy to Play What Could Be a Massive Risk-On Rally Into Year End: VRT, NVDA, AMZN

more#stock-market

Gartner: Considerations when using GPUs in the datacentre | Computer Weekly

Gartner recommends enterprises deploy Ethernet for GPU clusters up to several thousand due to its reliability and performance, and widespread enterprise familiarity.

Tech industry

fromwww.housingwire.com

Anywhere Real Estate taps Vectara to overhaul title workflows

Consolidating AI infrastructure can mitigate risks associated with RAG sprawl, ensuring better control and data security.

Cisco wants a (big) piece of the AI pie and doubles down on compute

Cisco is revitalizing its compute ecosystem to meet the demands of the AI era.

fromTESLARATI

Cisco teams up with xAI & NVIDIA to power AI's future

Cisco joins AIP to advance AI infrastructure and innovation, potentially mobilizing up to $100 billion for the AI sector.

Tech industry

Cisco Systems (NASDAQ: CSCO) - Earnings Live: What To Watch Today

Cisco wants a (big) piece of the AI pie and doubles down on compute

Cisco is revitalizing its compute ecosystem to meet the demands of the AI era.

fromTESLARATI

Cisco teams up with xAI & NVIDIA to power AI's future

Cisco joins AIP to advance AI infrastructure and innovation, potentially mobilizing up to $100 billion for the AI sector.

Tech industry

Cisco Systems (NASDAQ: CSCO) - Earnings Live: What To Watch Today

more#cisco

#investment

fromSocial Media Today

Meta's Reportedly Considering an Additional $200 Billion in AI Investment

Meta is planning a $200 billion data center to enhance AI infrastructure in Louisiana, Wyoming, or Texas, likely spending over $65 billion this year.

Google remains committed to investing $75 billion in AI despite macroeconomic uncertainties

Google plans to invest $75 billion despite economic uncertainties to build AI infrastructure and data center capacity.

fromNetwork World

Nvidia, xAI and two energy giants join genAI infrastructure initiative

AIP aims to enhance AI infrastructure with new partnerships, leveraging investments and expertise from members like Nvidia and GE Vernova.

Artificial intelligence

Super Micro Computer (NASDAQ: SMCI) Futures are Pointing to 18% Upside at Open

fromZDNET

Artificial intelligence

Think DeepSeek has cut AI spending? Think again

Gadgets

NVIDIA (NASDAQ: NVDA) Price Prediction and Forecast 2025-2030 for April 22

fromSocial Media Today

Meta's Reportedly Considering an Additional $200 Billion in AI Investment

Meta is planning a $200 billion data center to enhance AI infrastructure in Louisiana, Wyoming, or Texas, likely spending over $65 billion this year.

Google remains committed to investing $75 billion in AI despite macroeconomic uncertainties

Google plans to invest $75 billion despite economic uncertainties to build AI infrastructure and data center capacity.

fromNetwork World

Nvidia, xAI and two energy giants join genAI infrastructure initiative

AIP aims to enhance AI infrastructure with new partnerships, leveraging investments and expertise from members like Nvidia and GE Vernova.

Artificial intelligence

Super Micro Computer (NASDAQ: SMCI) Futures are Pointing to 18% Upside at Open

fromZDNET

Artificial intelligence

Think DeepSeek has cut AI spending? Think again

Gadgets

NVIDIA (NASDAQ: NVDA) Price Prediction and Forecast 2025-2030 for April 22

OpenAI's Stargate project reportedly struggling to get off the ground, thanks to tariffs | TechCrunch

Stargate project faces investment delays due to tariff uncertainties and market volatility.

#cloud-computing

fromInfoWorld

Cloud repatriation hits its stride

Emerging AI infrastructure providers are reshaping the market with transparent and customizable solutions, prompting hyperscalers to adjust their strategies.

fromEngadget

SoftBank is buying ex-Intel president Renee James' chip design company for $6.5 billion

SoftBank acquires Ampere Computing for $6.5 billion to enhance its AI infrastructure and strengthen Arm's R&D capabilities.

Parasail says its fleet of on-demand GPUs is larger than Oracle's entire cloud | TechCrunch

Parasail aims to revolutionize AI infrastructure by providing on-demand GPUs that are more accessible to businesses than traditional cloud solutions.

fromTechRepublic

Silicon Valley

SoftBank Expands AI Portfolio with $6.5B Acquisition of Chip Startup Ampere

fromThe Motley Fool

Marketing tech

Alphabet Stock Has Lost Over $500 Billion in Market Cap. Is the Google Parent a Top AI Stock to Buy Now? | The Motley Fool

fromInfoWorld

Cloud repatriation hits its stride

Emerging AI infrastructure providers are reshaping the market with transparent and customizable solutions, prompting hyperscalers to adjust their strategies.

fromEngadget

SoftBank is buying ex-Intel president Renee James' chip design company for $6.5 billion

SoftBank acquires Ampere Computing for $6.5 billion to enhance its AI infrastructure and strengthen Arm's R&D capabilities.

Parasail says its fleet of on-demand GPUs is larger than Oracle's entire cloud | TechCrunch

Parasail aims to revolutionize AI infrastructure by providing on-demand GPUs that are more accessible to businesses than traditional cloud solutions.

fromTechRepublic

Silicon Valley

SoftBank Expands AI Portfolio with $6.5B Acquisition of Chip Startup Ampere

fromThe Motley Fool

Marketing tech

Alphabet Stock Has Lost Over $500 Billion in Market Cap. Is the Google Parent a Top AI Stock to Buy Now? | The Motley Fool

more#cloud-computing

Cloudflare (NYSE: NET) Earnings Live: What You Need to Follow

Cloudflare has leaned aggressively into AI infrastructure over the past year, including GPU deployment and low-latency inference at the edge, amidst rising competition.

NYC startup

Arista pulls in $2B revenue, warns of tariff trouble ahead

Arista Networks warns of trade uncertainty impacting tech, but sees strong growth from AI and cloud demand for 2025.

Artificial intelligence

Alibaba exec warns of overheating AI infrastructure market

Arista pulls in $2B revenue, warns of tariff trouble ahead

Arista Networks warns of trade uncertainty impacting tech, but sees strong growth from AI and cloud demand for 2025.

Artificial intelligence

Alibaba exec warns of overheating AI infrastructure market

more#tech-industry

fromwww.mercurynews.com

AMD, Arm offer window into AI landscape ahead of Nvidia earnings

Demand for AI infrastructure remains strong despite recent stock performance struggles.

Should You Follow Nvidia and Buy This Hidden Data Center Stock?

Nvidia's investments significantly affect stock prices and investor strategies.

The market is keen on Nvidia's investment choices, especially with Nebius Group's emerging potential.

Cash torrent pouring into Nvidia slows, despite Blackwell

Nvidia's growth has steadied but remains strong, with Q4 2025 showing impressive revenues despite slower growth rates than previous years.

fromNew York Post

Nvidia, Elon Musk's xAI team up with Microsoft, BlackRock to boost AI infrastructure in US

Nvidia and xAI join forces with Microsoft, BlackRock, and others to expand AI infrastructure in the US.

fromNextgov.com

Tech industry

Companies announce billions in investments to support emerging tech

NYC startup

CoreWeave to go public with sky-high expectations

fromwww.mercurynews.com

Tech industry

Nvidia says it will build up to $500 billion of AI gear in US

London startup

Should You Follow Nvidia and Buy This Hidden Data Center Stock?

Nvidia's investments significantly affect stock prices and investor strategies.

The market is keen on Nvidia's investment choices, especially with Nebius Group's emerging potential.

Cash torrent pouring into Nvidia slows, despite Blackwell

Nvidia's growth has steadied but remains strong, with Q4 2025 showing impressive revenues despite slower growth rates than previous years.

fromNew York Post

Nvidia, Elon Musk's xAI team up with Microsoft, BlackRock to boost AI infrastructure in US

Nvidia and xAI join forces with Microsoft, BlackRock, and others to expand AI infrastructure in the US.

fromNextgov.com

Companies announce billions in investments to support emerging tech

Major tech companies are investing billions in U.S. manufacturing for AI and emerging technologies.

NVIDIA plans to invest $500 billion in AI chip manufacturing in the U.S.

SoftBank commits $700 billion for U.S. AI infrastructure development over four years.

U.S. aims to maintain its leadership position in AI innovation.

NYC startup

CoreWeave to go public with sky-high expectations

CoreWeave aims for up to $26 billion valuation in IPO, driven by demand for GPU infrastructure for AI workloads.

fromwww.mercurynews.com

fromSilicon Valley Journals

Nvidia says it will build up to $500 billion of AI gear in US

Nvidia plans to produce up to half a trillion dollars worth of AI infrastructure in the US over the next four years.

Azure growth boosts profits for Microsoft

Microsoft's strong quarterly performance led to a 7% rise in share prices, driven by significant growth in cloud services and a positive earnings outlook.

Amid calls for sovereign EU tech stack, Evroc raises $55M to build a hyperscale cloud in Europe | TechCrunch

Evroc aims to establish a secure and sustainable hyperscale cloud in Europe amid reliance on foreign tech.

Startup companies

Bauplan Emerges with $7.5M Seed to Simplify AI and Data Infrastructure for Software Engineers

fromSilicon Valley Journals

Amid calls for sovereign EU tech stack, Evroc raises $55M to build a hyperscale cloud in Europe | TechCrunch

Evroc aims to establish a secure and sustainable hyperscale cloud in Europe amid reliance on foreign tech.

Startup companies

Bauplan Emerges with $7.5M Seed to Simplify AI and Data Infrastructure for Software Engineers

more#startup-funding

fromITProUK

Google Cloud is leaning on all its strengths to support enterprise AI

Google Cloud emphasizes customer choice in AI adoption, focusing on infrastructure over competitive AI model development.

PA's largest coal plant to become 4.5GW gas-fired AI hub

Homer City Redevelopment plans to develop a $10 billion gas-fired power datacenter campus, aiming for 4.5 gigawatts capacity by 2027, adjacent to a former coal plant.

NYC startup

Zayo Agrees to Acquire Crown Castle's Fiber Solutions

Zayo acquires Crown Castle's Fiber Solutions for $4.25 billion to enhance its network infrastructure and support growth in AI and cloud computing.

fromwww.housingwire.com

SF real estate

Self-hosting LLMs can be a complex task primarily suited for specific needs, unlike simpler API-based deployments.

fromBusiness Insider

AI will impact the GDP of every country by double digits, says Mistral's CEO

Mistral's CEO, Arthur Mensch, emphasized that countries must establish their own AI infrastructure to harness significant economic benefits, predicting a double-digit GDP impact.

European startups

#kubernetes

fromInfoQ

Data science

Leveraging Open-source LLMs for Production

Artificial intelligence

SUSE AI is safe and mature, but not plug-and-play for all

fromInfoQ

Data science

Leveraging Open-source LLMs for Production

Artificial intelligence

SUSE AI is safe and mature, but not plug-and-play for all

SoftBank to acquire semiconductor designer Ampere in $6.5B all-cash deal | TechCrunch

SoftBank's acquisition of Ampere Computing aims to enhance AI infrastructure investment.

A big AI infrastructure build has 'stalled'

Big Tech's infrastructure investments are hindered by funding and hardware issues, impacting AI build projects.

fromEngadget