9 articles
CoreWeave stock soared on Wednesday after the company reported Q3 results. Michael Nagle/Bloomberg via Getty Images CoreWeave is igniting a fresh rally in the AI trade on Wednesday. The stock…
Microsoft's data center project in Mount Pleasant, Wisconsin. Joe Timmerman/Wisconsin Watch via Getty Images The midterm backlash against AI data centers could help the biggest cloud providers. Amazon, Microsoft, and…
Microsoft's data center project in Mount Pleasant, Wisconsin. Joe Timmerman/Wisconsin Watch via Getty Images The midterm backlash against AI data centers could help the biggest cloud providers. Amazon, Microsoft, and…
Microsoft CEO Satya Nadella. Dimitar DILKOFF / AFP via Getty Images Microsoft lowered its 2026 capex forecast to $170 billion, down from $175 billion. CFO Amy Hood cited delays in…
The CoreWeave logo is displayed on a mobile phone, with the company's branding visible in the background. Jonathan Raa/NurPhoto via Getty Images The firm founded by some of the traders…
TLDR: US computer imports advanced 366% since 2019, while domestic production increased 46%, according to a16z. Electrical equipment imports rose 69% while US production fell 7%, exposing a gap in…
Amazon CEO Andy Jassy David Paul Morris/Bloomberg via Getty Images AWS expected to get $5 billion of Nvidia GB300 racks, followed by $3 billion more each month. Some of these…
Prasad Kalyanaraman, vice president of infrastructure services at Amazon Web Services BASTIEN INZAURRALDE/AFP via Getty Images Amazon is on an unprecedented spending spree to build more AI data center capacity…
