Meta has committed an additional $21 billion to CoreWeave for AI cloud infrastructure, deepening its push into artificial intelligence. The deal highlights rising demand for high-performance compute.
Uber is using custom AI chips from Amazon to enhance model training and app performance.
Sakura Internet stock surges after Microsoft’s $10B Japan AI investment plan with SoftBank boosts demand for local cloud infrastructure.
Marvell Technology shares jumped after Nvidia announced a $2 billion investment, boosting confidence in its role in AI infrastructure.
Bitdeer Technologies is building Norway’s largest AI data center, signaling a deeper shift from crypto mining to AI infrastructure.
Mistral AI has raised $830 million in debt to build a new data center near Paris, expanding its AI infrastructure across Europe.
Nvidia faces a certified class action lawsuit alleging it misled investors about crypto mining’s impact on GPU revenue. The case could shape disclosure standards for AI and crypto-linked firms.
Space stocks rallied after reports that SpaceX may file for an IPO, highlighting growing investor interest in space and AI infrastructure markets.
Bernie Sanders and Alexandria Ocasio-Cortez proposed a ban on large AI data centers, citing environmental and regulatory concerns tied to rapid infrastructure expansion.
Micron Technology reported strong AI-driven earnings growth, but its stock fell following the results as investors reacted to valuation concerns and supply constraints.
Microsoft has agreed to lease a major AI data center project in Texas previously linked to Oracle and OpenAI. The move highlights ongoing shifts in infrastructure strategy for generative AI.
Lace has secured $40 million to advance helium atom beam lithography, a technology that could significantly shrink chip features beyond current limits. The approach targets next-generation AI chip manufacturing.