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AI & Machine Learning, Enterprise Tech, News, Startups & Investment

AI Bubble or Just the Beginning? Nvidia’s Earnings Spark New Market Divide

By Maria Konash Nov 27, 2025

Nvidia’s strong earnings reignite AI bubble fears, but analysts say the boom has years of runway as real demand, revenue growth, and new AI use cases accelerate.

AI & Machine Learning, Cloud & Infrastructure, Enterprise Tech, News, Startups & Investment

SoftBank to Invest $3 Billion in Ohio Plant for OpenAI Data Center Hardware

By Maria Konash Nov 20, 2025

SoftBank plans to invest up to $3 billion to convert an Ohio EV plant into a facility producing modular data center equipment for OpenAI’s expanding U.S. infrastructure.

AI & Machine Learning, Cloud & Infrastructure, Enterprise Tech, News

Oracle Bonds Slip Amid Plans for $38 Billion AI Infrastructure Debt

By Maria Konash Nov 14, 2025

Oracle’s bonds are under pressure after reports indicated the company may take on an additional $38 billion in debt to expand its AI and cloud infrastructure, raising concerns among investors.

AI & Machine Learning, Enterprise Tech, News, Startups & Investment

Anthropic Commits $50 B to U.S. AI Infrastructure Buildout

By Maria Konash Nov 12, 2025

Anthropic will spend $50 billion on custom AI data centers in Texas and New York, partnering with Fluidstack to boost U.S. compute capacity and support its long-term research.

AI & Machine Learning, Enterprise Tech, News, Startups & Investment

Michael Burry Accuses Tech Giants of Inflating AI Profits Through Accounting Tricks

By Maria Konash Nov 11, 2025

nvestor Michael Burry alleges that major AI infrastructure firms are overstating profits by extending chip depreciation timelines, potentially inflating industry earnings by $176 billion.

AI & Machine Learning, News, Startups & Investment

HSBC, General Atlantic Executives Warn AI Spending Outpaces Revenue Growth

By Maria Konash Nov 4, 2025

HSBC and General Atlantic executives caution that AI investments are accelerating faster than revenue, creating risks of overvaluation and slow productivity gains.

AI & Machine Learning, Cloud & Infrastructure, News, Startups & Investment

OpenAI, Amazon Ink $38 Billion Cloud Computing Deal

By Maria Konash Nov 3, 2025

OpenAI signed a $38 billion, multiyear agreement with Amazon to access cloud computing power, including Nvidia GPUs, to support ChatGPT and AI model training.

AI & Machine Learning, Enterprise Tech, News

Oracle Launches AI Agent Marketplace to Accelerate Enterprise Adoption Across Fusion Applications

By Samantha Reed Oct 15, 2025

Oracle has introduced an AI Agent Marketplace within its Fusion Applications suite, expanding AI Agent Studio and integrating top LLMs from OpenAI, Anthropic, and others to accelerate enterprise AI transformation.

AI & Machine Learning, Cloud & Infrastructure, News

Oracle to Deploy 50,000 AMD AI Chips, Expanding Compute Power for OpenAI and Cloud Clients

By Laura Bennett Oct 14, 2025

Oracle Cloud Infrastructure will deploy 50,000 AMD Instinct MI450 GPUs beginning in 2026, underscoring the growing competition to Nvidia in the global race for AI computing capacity.

AI & Machine Learning, Cloud & Infrastructure, Enterprise Tech, News

OpenAI Partners with Broadcom to Develop 10-Gigawatt Custom AI Accelerators

By Samantha Reed Oct 13, 2025

OpenAI has announced a strategic partnership with Broadcom to design and deploy 10 gigawatts of custom AI accelerators, expanding its hardware ecosystem beyond Nvidia and AMD.

AI & Machine Learning, Cloud & Infrastructure, News, Startups & Investment

OpenAI Crosses $1 Trillion in Computing Deals, Cementing AI Infrastructure Lead

By Samantha Reed Oct 7, 2025

OpenAI’s computing agreements have now surpassed $1 trillion, spanning deals with AMD, Nvidia, Oracle, and more – a milestone that underscores the capital intensity driving AI infrastructure expansion.