AI Infrastructure
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techIREN Co-Founder: AI's Biggest Bottleneck Is Infrastructure, Not Chips
IREN co-founder Dan Roberts outlines a vertically integrated AI strategy, arguing power, land, and data centers are the new critical constraints.
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financeWall Street Boosts Nvidia Targets as AI Demand Accelerates
Analysts raise price targets for Nvidia on sustained AI infrastructure demand, with Melius at $275 and Goldman at $210.
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techNvidia Blows Past Expectations, Shares Still Slide
Nvidia's record Q1 revenue of $81.6B beat estimates, but shares fell 1.6% as investors brace for competition and slower growth.
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cryptoNvidia CEO Jensen Huang Projects Over $1 Trillion in Cumulative Sales
Jensen Huang outlines Nvidia's roadmap to over $1 trillion in sales driven by Blackwell and Vera Rubin architectures.
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techMeta Axes 8,000 Jobs, Pivots 7,000 to AI
Meta Platforms cuts 8,000 jobs and reassigns 7,000 to AI roles, with $145B infrastructure spend planned. A major strategic shift from the metaverse.
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financeSoftBank Soars 16% as Nvidia Earnings Validate AI Ecosystem
SoftBank shares surged after Nvidia's strong earnings fueled investor confidence in AI infrastructure. The company's pivot under Masayoshi Son positions it as a core player.
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worldSpaceX IPO Filing Reveals Musk's AI and Space Ambitions
SpaceX files for an IPO, valuing it at $1.75 trillion on the Nasdaq, as Elon Musk integrates AI and social media ventures.
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financeNvidia Logs Record $82B Revenue, Charges Into Q2 With $91B Forecast
Nvidia crushes Q1 expectations with $82B in revenue and 71% net margins, but trade war headwinds cool investor sentiment as Q2 guidance hits $91B.