Sakura Internet Shares Surge Over 20% on Microsoft AI Investment
Sakura Internet shares jump over 20% after Microsoft announces AI infrastructure expansion in Japan.
ai infrastructure
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Nvidia Invests $2 Billion in AI Cloud Provider CoreWeave
Nvidia invests $2 billion in CoreWeave, reinforcing its push into AI-focused cloud infrastructure.
Nvidia Begins Full-Scale Production of Vera Rubin AI Infrastructure
Nvidia says its Vera Rubin AI infrastructure is now in full production and delivers five times the performance of Blackwell.
Oracle’s $10B Michigan Data Center Faces Financing Uncertainty as Talks With Blue Owl Stall
Oracle’s $10 billion Michigan data center project faces temporary uncertainty after financing talks stalled, though the company says development remains on track.
Oracle Shares Drop 6.5% on Reports of OpenAI Data Center Delays
Oracle shares fell 6.5% after reports claimed some OpenAI data centers were delayed, despite the company denying any changes to project timelines.
Sam Altman Explores Multi-Billion-Dollar Deal to Build a Rival to SpaceX
Sam Altman is exploring a multi-billion-dollar deal with Stoke Space as he pursues a long-term plan to build a competitor to SpaceX.
Transcend Halts SSD Production as NAND Supply From Samsung and SanDisk Collapses
Transcend has suspended SSD manufacturing after losing access to NAND chips from Samsung and SanDisk, leaving the company without supply for months and signaling deeper strain in the consumer storage market.
Nvidia Quarterly Revenue Surges Twelvefold Since ChatGPT’s Release
Nvidia revenue has surged twelvefold since ChatGPT’s release, reaching $57 billion in Q3 2025.
Google Nears $4 Trillion Valuation as Meta Explores Major TPU and Cloud Deal
Google nears a $4 trillion valuation as Meta explores a multibillion-dollar purchase of TPU chips and Google Cloud capacity.
Musk Announces 500-Megawatt Saudi xAI Project Using Nvidia Tech
Musk says xAI will build a 500-megawatt Saudi AI project using Nvidia tech and predicts humanoid robots will become the biggest product in history.
Anthropic to Invest $50B in U.S. AI Data-Center Expansion
AI startup Anthropic announced a $50 billion funding plan to build large-scale data centers in Texas and New York, reinforcing its position in the AI infrastructure race.
OpenAI Maps $1T+ Five-Year Infrastructure Spend to Deliver Promised Compute
OpenAI drafts a five-year path to fund $1T+ of data centers, chips, and energy to deliver its promised AI compute.
AMD Secures Over $45 Billion in Custom Chip Design Wins Starting in 2026
AMD secures over $45 billion in custom chip design contracts beginning in 2026, expanding into AI and high-performance sectors.
CleanSpark Plans $1.15 Billion Capital Raise to Expand Bitcoin Mining and AI Infrastructure
CleanSpark plans to raise $1.15 billion to scale Bitcoin mining and AI data infrastructure amid industry diversification after the 2024 halving.
TeraWulf Q3 Revenue Jumps 87% as Bitcoin Price Nearly Doubles Year Over Year
TeraWulf’s Q3 revenue surged 87% to $50.6 million as Bitcoin’s average price nearly doubled and AI infrastructure growth boosted results.