Tag: AI infrastructure

Intel shock tests semiconductor rally as chip stocks re...

Intel’s weak outlook jolted a semiconductor trade that had been one of 2026’s st...

China’s Proposed AI Export Curbs Could Reach Models, Da...

China’s draft export-control framework would distinguish ordinary overseas cloud...

OpenAI Reportedly Plans to Buy Google AI Chips in Compu...

OpenAI plans to buy Google AI chips, The Information reported, as it broadens it...

UPS CEO Puts Data-Center Logistics Market at $15 Billio...

UPS CEO Carol Tomé sees a roughly $15 billion annual logistics market around dat...

Thailand plans seven-tier data centre rules as applicat...

Thailand is preparing power-based tiers and site, water and fuel requirements fo...

SpaceX’s $40 Billion GPU Debt Raises the Stakes in AI I...

Elon Musk says SpaceX closed $40 billion of debt for GPU purchases, while warnin...

Meta plans up to $95 billion equity raise to fund AI in...

Meta launched about $35 billion of underwritten offerings and plans a separate a...

Computacenter lifts 2026 profit outlook again as AI inf...

Computacenter raised its minimum 2026 adjusted pretax profit outlook to £425 mil...

Banks and Blackstone arrange $63 billion financing for ...

Bank of America, Blackstone, Citi and Morgan Stanley announced a $63 billion fin...

Verizon Raises 2026 Forecasts and Signs $2 Billion-Plus...

Verizon lifted its 2026 postpaid-phone and adjusted-EPS outlook and signed a $2 ...

AI Data-Centre Buildout Drives New Interest in Fuel Cells

Fuel-cell providers are courting data-centre developers seeking faster, reliable...

Amazon Says AWS Capacity Is Largely Committed Through 2...

Amazon CEO Andy Jassy said AWS has sold most of its major cloud-capacity blocks ...

US Plans $389 Million in Semiconductor and Fusion Resea...

The Commerce Department plans four R&D awards for power semiconductors and criti...

Short Sellers Gain $6 Billion as AI Neocloud Stocks Sli...

Investors betting against US AI data-center companies have made about $6 billion...

SK Hynix Puts Solidigm US Listing on Hold as Chip Marke...

SK Hynix put a planned US listing of its Solidigm NAND-memory unit on hold, citi...

Nokia AI Sales More Than Double as Cash-Flow Outlook Ti...

Nokia reported 123% growth in AI and cloud customer sales and maintained its 202...