AMD expected to launch next-gen AI infrastructure to challenge Nvidia Stock Market News 07-24 02:01
IBM cuts yearly revenue growth forecast as customers prioritize AI infrastructure spending Stock Market News 07-23 05:13
Equinix Japan President Ogawa says AI infrastructure faces coexistence challenges with local communities 日経新聞 速報 07-22 15:09
Blackstone nears $3 billion loan for AirTrunk data center amid debt concerns Bloomberg Technology 07-22 10:10
SoftBank's Masayoshi Son sees global AI infrastructure investment reaching $5 trillion by 2040 日経新聞 速報 07-14 11:51
Federal Reserve Governor Christopher Waller warns that another hot core inflation reading could lead to rate hike; Tuesday's inflation data crucial *Walter Bloomberg (@DeItaone) / Twitter 07-14 01:54
Carlyle to sell $2.6bn data centre power unit to EQT for fivefold return Financial Times: Markets 07-10 04:00
Franklin Templeton’s Katrina Dudley Sees AI Infrastructure Bull Case Through 2027 Bloomberg Technology 07-10 02:11
Meta falls as massive AI infrastructure spending plans overshadow chip progress Stock Market News 07-09 20:46
AI spending divergence between chip and hyperscaler cycles raises questions Bloomberg Technology 07-09 06:38
GOOGL survey: 83% of organizations say AI infrastructure needs an overhaul はてなブックマーク - 人気エントリー - テクノロジー 07-08 12:10
Oaktree-backed ITG jumps in Nasdaq debut, signaling strong AI infrastructure demand Stock Market News 07-02 02:18
$SPCX - WEDBUSH SEES SPACEX AS AI HYPERSCALER Wedbush initiated coverage of SpaceX with an Outperform rating and a $190 price target. The firm sees SpaceX evolving into a major AI hyperscaler, driven by Starlink, Starship, and AI infrastructure. It also believes Starlink's global broadband opportunity remains in its early stages, supporting significant long-term growth. *Walter Bloomberg (@DeItaone) / Twitter 07-01 20:30
$SPCX - SPACEX: THE NEXT AI INFRASTRUCTURE GIANT Wedbush initiated coverage of SpaceX with an Outperform rating and a $190 price target. The firm sees SpaceX evolving into a major hyperscaler, powered by its integrated ecosystem of Starlink, Starship, and AI infrastructure. Wedbush also believes Starlink is still early in its global broadband expansion, leaving significant long-term growth potential. *Walter Bloomberg (@DeItaone) / Twitter 07-01 19:37
Microsoft set for new round of job cuts next week, spanning Xbox, sales and consulting GeekWireGeekWire 07-01 10:30
Small-cap stocks enjoy their best first half in 35 years. Here's what's driving it CNBC.com - Stock Market Headlines 06-30 21:01
Onsemi buying cash-strapped Synaptics in $7 billion all-stock deal — smart power meets edge AI hardware Tom's Hardware 06-27 01:07
