The AI lab that raised $7.3 billion in 2024 is now spending $1.8 billion with a CDN company, and that tells you everything about where the compute bottleneck really is. Anthropic signed a $1.8 billion cloud computing deal with Akamai to handle AI inference demand
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Wall Street just figured out what crypto has known for months: agents need hardware, and whoever makes that hardware prints money. AMD stock surged 18.61% to a record $421 after Q1 earnings showed server CPU growth nearly doubled thanks to agentic AI demand
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A public university just turned $20 million into what could become the greatest endowment ROI in higher ed history, and the playbook was simpler than anyone wants to admit.
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While everyone watches Nvidia's lead, Arm just proved you can win the AI infrastructure war without selling GPUs. Arm's AI chip sales jumped 40% as data centers adopt its architecture, offsetting a smartphone market slump
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The nuclear plant that defined America's energy fear is being reborn to feed our AI addiction. Three Mile Island is restarting mid-2027 to power Microsoft's AI workloads, marking the first time the infamous reactor site returns to service since the 1979 partial meltdown.
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Bitcoin miners are becoming data centers faster than data centers became cloud providers. TeraWulf reported $21 million in HPC revenue in Q1, the first time high-performance computing income exceeded bitcoin mining for the company
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Bitcoin miners are becoming AI landlords, and Wall Street just validated the pivot with a price target that implies 76% upside.
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China's search giant is betting the public markets will pay a premium for picks-and-shovels plays in the AI arms race. Baidu's chip unit Kunlunxin is planning dual IPOs on Shanghai's STAR Market and in Hong Kong
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The companies that minted money by avoiding capital expenditures just spent three-quarters of a trillion dollars betting they can build their way out of commoditization.
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The world's most critical chipmaker just posted numbers that say AI demand is alive and slowing down at the same time. TSMC reported 17.5% revenue growth, fueled by hyperscaler AI spending, but it's the slowest monthly expansion since October
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Turns out infrastructure beats ideology when you own the pipes and the competition needs somewhere to run their models.
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Nvidia just wrote a $2.1 billion check to a company most people have never heard of, and that tells you everything about where the real AI infrastructure war is being fought.
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The man who sued Anthropic for betraying his vision just handed them his compute — that's not strategy, that's surrender.
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Nvidia just bet $2.1 billion that a former Bitcoin miner can build the infrastructure layer for AI compute, and the market thinks they're right.
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When your legacy cash cow starts limping, you'd better have a rocket ship waiting in the barn. Arm CEO Rene Haas confirmed smartphone market weakness while pointing to accelerating AI data center demand as the company's growth engine
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Musk just announced he's spending more money on a chip factory than most countries spend on their entire military, and he's doing it through a rocket company.
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The chip war just got a plot twist—AMD trained a reasoning model that punches above its weight class, and nobody saw it coming.
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Europe's IPO market just woke up after a 13-year nap. Swedish chipmaker Silex Microsystems more than doubled on its first trading day, marking the strongest European IPO debut since 2013
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The chip designer whose blueprints run your phone just watched that business crater while AI data center orders doubled to $2 billion in five weeks.
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The hyperscalers are minting trillion-dollar valuations while quietly penciling in which human jobs won't survive the build-out. Hyperscalers are driving explosive earnings growth through trillion-dollar AI infrastructure spending, while Samsung just crossed $1T valuation on AI chip demand
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