#ai infrastructure
138 stories
North.cloud secures $60M funding for cloud cost control
North.cloud's $60M Series B funding aims to help businesses manage AI-driven cloud costs.
SiliconANGLE · 1m
Mueon Raises $65M for AI Data Centers
Mueon secures $65 million Series A funding to build modular AI data centers.
RuntimeWire · 1m
Modal Triples Valuation to $15 Billion
AI infrastructure startup Modal's valuation jumps to $15.75 billion after tripled demand.
Pymnts · 1m
AI Bubble Risks
AI spending creates a bubble like past industrial projects, risking tech giants' finances.
Kiplinger · 1m
CoreWeave bonds plunge, yield hits 15%
CoreWeave bonds plunge as yield hits 15%, warning for AI infrastructure financing.
BigGo Finance · 1m
SOAR AI Secures $1B Equity for AI Infrastructure Expansion
SOAR AI's $1B equity facility funds Ohio campus growth and global AI infrastructure sites.
AI Insider · 2m
CoreWeave shares plunge as AI debt fears grip markets
CoreWeave stock sank 16% and bond yields surged near 15% as investors worry technology companies are borrowing too heavily for artificial intelligence infrastructure.
CNBC · 1m
Memory Chip Stocks Slide as CXMT Targets Server Memory
CXMT's server memory move deepens chip stock selloff amid Hock Tan's casino warning.
Startup Fortune · 1m
Copper Prices Drop as AI Selloff Cuts Risk Appetite
AI-driven market fears slash copper demand, triggering price dips globally.
mint · 1m
Cisco's OCP message: Network is AI's critical path
Cisco's network openness becomes AI's critical path, with security as the price of admission.
SiliconANGLE · 1m
IBM's AI Operating Model Challenge
IBM aims to dominate AI infrastructure through open-source and hybrid models.
SiliconANGLE · 1m
US Public Opposes Data Centers
Most Americans reject local data centers despite economic benefits.
The Conversation · 1m
Micron Stock Targets $3,000 with $35.16B Buyback
Micron's $35.16 billion stock buyback program could push shares to $3,000 as AI demand boosts memory prices.
The Motley Fool · 1m
China's Infinigence AI Raises $344M Series C
China's Infinigence AI secures $344M Series C funding, setting new AI infrastructure records.
Dealroom · 1m
Microsoft Unveils Maia 300 AI Chip
Microsoft's new AI chip could deploy over 1 million units next year.
BigGo Finance · 1m
Nvidia Secures $500B AI Infrastructure Deal
Nvidia partners with Wall Street giants to fund $500B AI infrastructure.
Dealroom · 1m
SWI Group Raises €800M for AI Expansion
SWI Group secures €800m investment to scale AI infrastructure across Europe and US.
RuntimeWire · 1m
Comfort Systems USA: AI Infrastructure Winner
Comfort Systems USA's AI infrastructure growth drives record revenue and expansion.
Seekingalpha · 1m
Nvidia's Cloud Push Leader
Nico Caprez, Jensen Huang's son-in-law, drives Nvidia's neocloud financing strategy.
Dealroom · 1m
Penguin Solutions Q4 Revenue Surges
Penguin Solutions reports 68% Q4 revenue jump to $567 million as it raises fiscal 2027 outlook.
Pulse 2.0 · 1m
AI industry drops NDAs to win over data center critics
Amazon and Microsoft stop using nondisclosure agreements in local government negotiations, hoping transparency will ease community resistance to new data centers.
TechCrunch · 2m
AI infrastructure bottlenecks take focus
AI data movement and power challenges drive system-level design shifts.
SiliconANGLE · 1m
Amazon drops NDAs on data center deals after local backlash
Amazon stops requiring government secrecy agreements for data centers amid 100+ local moratoriums.
Startup Fortune · 1m
Fabrinet AI Infrastructure Opportunity
Fabrinet's AI infrastructure growth outpaces valuation, with strong buy rating and $677 target.
Seekingalpha · 1m
Renewables Investment Opportunity Amid Energy Security Shift
Trump's fossil fuel push and Iran conflict boost renewable energy investment potential.
MoneyWeek · 1m
Micron Stock Still Undervalued Despite Price Drops
Micron's stock may remain undervalued even with 15% memory price declines.
Seekingalpha · 1m
Firmus datacentre IPO in doubt as valuation crashes
The AI datacentre company's planned ASX listing on October 23rd faces collapse as investors balk at its near-44 billion dollar valuation.
the Guardian · 1m
Samsung forecasts record $80 bn quarterly profit
Samsung's AI-driven memory chip sales surge to $80.17 billion quarterly profit.
Financialexpress · 1m
Citi Wealth Sees AI Spending Runway
Citi Wealth predicts AI spending will continue despite bubble warnings.
Pymnts · 1m
Hewlett Packard Enterprise Surges 40% in Month
Hewlett Packard Enterprise shares jumped 40% in a month after two announcements boosted its networking business value.
24/7 Wall St. · 1m
AirTrunk triples Japan data center investment
AirTrunk to invest up to $30bn in Japan data centers.
Nikkei Asia · 1m
Samsung Invests $1 Billion in Helix
Samsung pledges $1 billion to Helix AI infrastructure firm to accelerate global AI data center deployment.
Pymnts · 1m
Australia braces for datacentre boom
Technology companies are expanding AI infrastructure across Australia, but residents are raising concerns about noise, power demands and local impacts.
the Guardian · 1m
Nscale seeks $35bn valuation with Nvidia's backing
The Nvidia-backed data center company filed for a New York IPO while posting massive losses and relying heavily on its biggest supplier for funding.
Fortune · 4m
Meta Price Targets Hiked to $900
Wall Street raises Meta's price target to $900 as AI momentum drives revenue growth.
24/7 Wall St. · 1m
Nvidia Director Sells $300M Stock
Nvidia director sold $300m stock without prearranged plan, sparking market worry.
24/7 Wall St. · 1m
CoreWeave Shares Plunge Amid Funding Concerns
CoreWeave's stock drops 3.5% as new funding triggers dilution fears.
Yahoo Finance · 1m
Nvidia Sales Double in 2027
Nvidia CEO says chip sales will double by 2027 with Vera Rubin platform driving growth.
Yahoo Finance · 1m
Amazon to buy 3 million Nvidia GPUs by 2029
AWS will soon have nearly twice as many Nvidia chips as it has employees, signalling a massive bet on AI infrastructure.
TechRadar · 2m
Sydney data centre plan scrapped after local backlash
Goodman Group withdraws its A$1.2bn Project Mars after residents oppose construction metres from homes.
BBC News · 1m
LLM Gateways Rise in Enterprise AI
Enterprises use LLM gateways to control AI model access and costs.
Futuriom · 1m
Portfolio manager favors AI & value barbell strategy
David Wagner's barbell strategy combines AI infrastructure and value stocks for sentiment-driven pullbacks.
Yahoo Finance · 2m
Gen Z finds control through faith and data center fights
The youngest adults are turning to religion and blocking AI infrastructure at unprecedented scale, driven by a shared need for agency in a world that feels imposed upon them.
Fortune · 2m
Talen Energy Gains with Regulatory Progress
Talen Energy shares rise as new data center regulations boost long-term growth prospects.
Yahoo Finance · 1m
SpaceX Stock Swings Like Small-Cap
SpaceX's $2 trillion market cap swings like a small-cap stock due to limited shares and retail investor activity.
Yahoo Finance · 1m
Corning Stock Rallies on AI Outlook
Corning shares surge after strong long-term investment upgrade.
Yahoo Finance · 1m
Lumen Technologies Stock: Better Network Needs Durable Cash
Lumen Technologies' AI infrastructure growth lags behind its cash flow risks.
Seekingalpha · 1m
Nvidia Stock Surges After $1 Trn Wipe
Nvidia shares rebounded 3% after wiping $1 trillion from market cap.
mint · 1m
Coherent Stock Rises on AI Demand
Coherent stock jumps 5.77% as AI demand fuels aggressive capacity expansion.
Yahoo Finance · 1m
Meta Adds $200 Billion in One Day with AI App
Meta's new AI app beat ChatGPT's launch, adding $200 billion in market value overnight.
24/7 Wall St. · 1m
CoreWeave Stock Rally Potential
CoreWeave's AI infrastructure growth could drive 94% stock surge to $167.84.
24/7 Wall St. · 1m
SanDisk Jumps 6% as Rosenblatt Starts Coverage
Rosenblatt Securities initiates SanDisk at Buy with $2,400 target, sparking 6% jump.
24/7 Wall St. · 1m
Sandisk AI Infrastructure Price Target
Rosenblatt analyst targets Sandisk at $2,400 as NAND flash becomes critical AI infrastructure.
24/7 Wall St. · 1m
Alibaba bets big on AI chips and data centers
Alibaba unveiled a new AI chip and plans to expand global data center capacity to over 20 gigawatts by 2032, joining Western rivals in the race for AI infrastructure.
CNBC · 1m
Data Centers: $6 Trillion Time Bomb
Analysts warn data centers could trigger a $6 trillion economic crisis without AI revenue growth.
Futurism · 1m
AI Supply Chain Layers Exposed
AI isn't one industry but six interconnected layers with unique risks.
Kiplinger · 1m
Oracle invokes force majeure on New Mexico data center
Oracle sends force majeure notice to Project Jupiter developer, allowing payment delays if the 2028 opening slips.
TechCrunch · 1m
Abbott halts data center permits in Texas
Texas governor expands moratorium on data center approvals to environmental permits as political pressure mounts over AI infrastructure.
CNBC · 1m
Oracle Stock Could Jump 50%
Oracle shares may rise 50% to $225 if cloud growth continues.
24/7 Wall St. · 1m · 6 views
Wall Street's Palantir Price Targets Tell Story
Palantir's stock price targets reveal a 1.6% upside potential with 90% confidence.
24/7 Wall St. · 1m
