AI Infrastructure

AI datacenters are quietly entering a new phase, and it could reshape which companies benefit most from the next wave of spending. That's according to Sri Kanajan, a data scientist at Scale AI and former senior data scientist at Meta Platforms Inc (NASDAQ:META), who joined a JPMorgan-hosted call to...

America's AI boom isn't just reshaping tech. It's rewiring the entire energy transition — and the IEA's World Energy Outlook 2025 report makes it brutally clear: soaring power demand from data centers is pushing the U.S. right back toward natural gas. In a year when policy U-turns slowed renewable...

It's not often that a hypergrowth company complains about too much demand. But for Nebius Group NV (NASDAQ:NBIS), that's precisely the story. We are "learning to say no to customers," admitted Chief Revenue Officer Marc Boroditsky, during the company’s third quarter earnings call, after...

CoreWeave Inc. (NASDAQ:CRWV) is still one of the brightest stars in the AI infrastructure galaxy — but JPMorgan says the flight path just got turbulent. Analyst Mark R. Murphy trimmed his rating to Neutral with a $110 price target (from $135), warning that while CoreWeave's long-term opportunity...

For a company that practically prints cash, Amazon.com Inc. (NASDAQ:AMZN) might soon need Wall Street's help again. The e-commerce and cloud giant has not issued a major bond deal since 2021, when it raised $18.5 billion to fund the MGM acquisition — its last significant borrowing in over four...

Bitcoin (CRYPTO: BTC) mining stocks don't usually mint Wall Street legends a fresh fortune — but IREN Ltd (NASDAQ:IREN) just did. The miner-turned-AI-infrastructure play has handed billionaire hedge fund manager Paul Tudor Jones a roughly $84 million windfall. IREN stock has surged over 500% this...

When Cipher Mining Inc. (NASDAQ:CIFR) CEO Tyler Page talks about the company's transformation from Bitcoin (CRYPTO: BTC)-miner to AI-infrastructure landlord, he doesn't mince words. "Our secret sauce," he says, is credibility — credibility with both wildcat site hunters and hyperscalers with global...

Microsoft Corporation (NASDAQ:MSFT) has pushed back against concerns about its AI infrastructure spending after a report said the company canceled data center leases, leading to investor panic and a market sell-off. Now, tech analyst Dan Ives dismissed the fears as “more smoke than fire,...

Meta Platforms, Inc. (NASDAQ:META) is riding a 16-day win streak thanks to its aggressive AI initiatives, while Tesla Inc. (NASDAQ:TSLA) struggles with EV headwinds—yet Wedbush analyst Dan Ives remains optimistic about Elon Musk's long-term robotics and AI strategy. What Happened: On Tuesday, while...

OpenAI CEO Sam Altman reportedly plans to target the U.S. for the expansion of the artificial intelligence infrastructure project, which could cost “tens of billions of dollars.” What Happened: Earlier it was reported that Altman had been seeking the U.S. government's support for the...

OpenAI CEO Sam Altman has been advocating for a global coalition to support the development of artificial intelligence infrastructure. This initiative includes discussions with government and industry leaders in the Middle East and other Western countries. What Happened: Altman has been actively...

In a recent interview, NVIDIA Corp (NASDAQ:NVDA) CEO Jensen Huang predicted that the global demand for AI infrastructure will soar as nations prioritize building and controlling their AI systems. What Happened: Huang highlighted the growing emphasis on “sovereign AI capabilities” in...