#ai infrastructure

Nvidia agreed to guarantee up to $105 billion in conditional lease obligation...

Code does not lie, but it often omits the context. The $7 billion price tag o...

Evidence shows that the AI industry's most critical resource is no longer...

Broadcom just announced it will guarantee up to $50 billion in financing for...

Hook $100 billion. That is the valuation target. Vantage Data Centers, a...

CoreWeave’s IPO and Nebius’s NASDAQ debut in 2025 are not just tech...

The math was sound; the trust was the variable. In the quiet moments of a...

Larry Fink just estimated $500 billion is already raised for AI data centers....

Shareholders rejected a $9 billion acquisition, and the stock barely twitched...

The pixel wasn't lost on me—Bitdeer, a bitcoin miner, shot up 83% in the seco...

Sundar Pichai fired the shot. No dollar figure attached. No delivery timeline...

What does $10.5 billion buy you without a single disclosed customer contract?...

Forensic mode: Activated. SpaceX just beat Wall Street by a margin that shoul...

AMD's data center revenue just doubled to $7 billion. Gaming? Contracting. On...

The data shows a 17% jump with no confirmed order behind it. Applied...

The world's largest data center landlord just raised $3 billion in a market...

Hook Last week, Filecoin's network registered a 48% quarter-over-quarter surg...

The data is cold, but the story is colder. Core Scientific terminated its...

Naver stock surged 10%. Hundreds of millions in promised compute. The headlin...

The press release for NVIDIA's Spectrum-6 includes exactly zero latency...

Hook $20 million. That's what SkyPilot just raised. A multi-cloud GPU...

When I first saw the announcement—Infinity, a self-described AI infrastructur...

The announcement landed in my feed at 6:14 AM Geneva time—a press release so...

Hook: The market is obsessed with GPUs. NVIDIA’s quarterly earnings are treat...

The numbers don't lie. Japan's Ministry of Economy, Trade and Industry...

The data is clear: Citizens Financial Group, not exactly the tip of the Wall...

Hook: The Signal Beyond the Cycle On a quiet Tuesday morning, Galaxy Digital...

The site visit was denied. The investment statement was hypothetical. Two...