LIVE: Nvidia CEO Jensen Huang GTC 2026 Keynote
Nvidia CEO Jensen Huang will deliver the keynote at the GTC 2026 conference, where investors expect new AI product announcements and demand outlook updates.
Cloud & Infrastructure - Page 1
Analysis of data centres, chips, semiconductors, edge computing and AI infrastructure powering the digital economy. Understand how next-generation computing resources, connectivity and hardware ecosystems support growth of online services and artificial intelligence worldwide. This category tracks the unseen backbone of modern technology.
Nebius Signs $27B AI Infrastructure Deal With Meta
Nebius has signed a long-term AI infrastructure agreement with Meta worth up to $27 billion, providing large-scale compute capacity powered by Nvidia’s Vera Rubin platform.
Amazon and Cerebras Combine AI Chips for New AWS Inference Platform
Amazon and Cerebras have partnered to combine their AI chips in a new AWS service designed to accelerate inference for chatbots, coding tools, and other generative AI applications.
Palantir and Nvidia Launch Sovereign AI Data Center Architecture
By
Olivia Grant
• 3 mins read
Palantir and Nvidia unveiled a sovereign AI OS reference architecture designed to deliver turnkey AI data centers. The platform integrates Nvidia Blackwell systems with Palantir’s enterprise AI software stack.
Meta Unveils New MTIA Chips for AI Data Centers
By
Olivia Grant
• 3 mins read
Meta introduced four new in-house MTIA chips designed for AI training and inference as the company accelerates data center expansion. The chips aim to improve performance and reduce reliance on external hardware suppliers.
Nvidia Invests $2 Billion in Nebius AI Cloud Partnership
By
Olivia Grant
• 3 mins read
Nvidia and Nebius have formed a strategic partnership to build hyperscale AI cloud infrastructure, with Nvidia investing $2 billion to support gigawatt-scale AI computing capacity.
Nvidia Partners With Thinking Machines Lab for Frontier AI Systems
By
Samantha Reed
• 3 mins read
Nvidia and Thinking Machines Lab have formed a multiyear partnership to deploy next-generation Vera Rubin systems for frontier AI training. The collaboration aims to expand access to customizable AI models and large-scale compute infrastructure.
Nvidia-backed Nscale Valued at $14.6 Billion After Funding Round
By
Olivia Grant
• 1 min read
Nscale raised $2 billion in a Series C round led by Aker and 8090 Industries, valuing the Nvidia-backed AI infrastructure company at $14.6 billion.
Broadcom Forecasts $100 Billion AI Chip Sales by 2027
By
Olivia Grant
• 1 min read
Broadcom expects artificial intelligence chip sales to surpass $100 billion by 2027 as demand surges from major technology companies building AI infrastructure.
Xiaomi Plans Annual Smartphone Chips and Global AI Assistant
By
Olivia Grant
• 1 min read
Xiaomi plans to release a new smartphone processor each year and launch an AI assistant for international markets as it expands its chip design and AI ecosystem.
Core Scientific Plans Full Bitcoin Sale to Fund AI Expansion
By
Olivia Grant
• 1 min read
Core Scientific sold over 1,900 BTC in January and plans to liquidate the remaining 600 BTC in Q1 to support liquidity and capital expenditures for its AI colocation expansion.
Dell Stock Pops 19% as AI Boom Offsets Memory Shortage Concerns
By
Olivia Grant
• 1 min read
Dell shares jumped 19% after the company topped fourth-quarter expectations and issued strong revenue guidance, driven by surging demand for AI servers amid a memory shortage.
Hyperscale AI Spending Drives Nvidia to Historic $68.1B Quarter
By
Samantha Reed
• 2 mins read
Nvidia reports record Q4 revenue of $68.1B and net income of $43B, driven by strong AI data center demand and continued hyperscale investment.
Meta Strikes Potential $100B AMD Chip Deal to Power AI Expansion
By
Maria Konash
• 2 mins read
Meta plans to buy up to $100 billion in AMD GPUs and CPUs, issuing performance-based warrants as it ramps AI data centers and diversifies compute infrastructure.
Amazon Plans $12 Billion Louisiana Data Center Expansion
By
Olivia Grant
• 1 min read
Amazon announces a $12 billion plan for Louisiana data centers, creating 540 jobs and funding water and power infrastructure to support AI-driven growth.
Analysis of data centres, chips, semiconductors, edge computing and AI infrastructure powering the digital economy. Understand how next-generation computing resources, connectivity and hardware ecosystems support growth of online services and artificial intelligence worldwide. This category tracks the unseen backbone of modern technology.
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