AI Infrastructure
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techNvidia Forecasts $91 Billion Quarter as AI Arms Race Intensifies
Nvidia projects $91B in quarterly revenue, signaling hyperscalers like Alphabet, Meta, Microsoft are accelerating AI infrastructure spending.
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financeNvidia Surpasses Q2 Revenue Forecasts, Unveils $80 Billion Buyback
Nvidia projects Q2 revenue above expectations and announces a massive share repurchase program, reinforcing its AI market dominance.
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techMeta Cuts 14,000 Jobs in Pivot from Metaverse to AI
Meta lays off 8,000, cancels 6,000 hires, and redirects billions to AI infrastructure, abandoning its metaverse vision.
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cryptoBitcoin Miners Become Key Players in AI Infrastructure
Bernstein reports Bitcoin miners are critical AI suppliers due to their power capacity and data center real estate, with over 27 GW planned and $90 billion in AI deals.
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techJane Street Unveils AI Journey from Six Servers to Liquid-Cooled Data Center
Jane Street reveals its AI infrastructure growth from six Dell boxes to a Texas data center with 4,032 GPUs and a unique internal auction system.
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financeAlphabet Goes to Japan for AI Cash: First Yen Bond Sale
Alphabet issues its first yen bond, raising up to $3.2 billion to fund AI infrastructure. This move into Japan's low-rate market avoids equity dilution.
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financeWells Fargo Lifts Nvidia Price Target to $315, Sees 44% Upside from AI Spending Wave
Wells Fargo boosts Nvidia price target to $315, projecting 44% upside, driven by a $1 trillion AI infrastructure boom.
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cryptoArthur Hayes Sees Bitcoin Surging Past $90,000, Targets $126,000
BitMEX co-founder Arthur Hayes predicts Bitcoin will surpass $90,000, driven by U.S. money printing, AI spending, and wartime financing.