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Microsoft is heading for its worst month since 2000 as investors question whether its massive AI investments will generate adequate returns.
SpaceX signed a $6.3 billion AI computing agreement with Reflection AI, adding another major customer to its growing infrastructure business.
SpaceX plans to launch AI computing satellites in 2027 as it pursues orbital data center infrastructure.
LG and Nvidia expanded their partnership to develop humanoid robots, AI factories, and autonomous vehicle technologies.
Google will pay SpaceX $920 million per month for access to approximately 110,000 Nvidia GPUs and AI infrastructure.
Alphabet plans to raise $80 billion to expand AI infrastructure and meet growing demand for Google’s AI services.
Alphabet, Amazon, and other technology firms are raising record debt to finance AI infrastructure and data center expansion.
SoftBank will invest €45 billion in France to build AI data centers and expand computing infrastructure over five years.
Snowflake shares surged 35% after strong earnings and a $6 billion computing agreement with Amazon.
Anthropic projects $10.9 billion in Q2 revenue as enterprise demand for Claude AI drives rapid growth and profitability.
Anthropic signed a nearly $45 billion agreement with SpaceX for AI computing infrastructure supporting Claude models.
NextEra agreed to buy Dominion Energy in a $66.8 billion deal driven by rising AI-related electricity demand.
Alibaba’s profit dropped 84% as the company increased spending on AI infrastructure and quick-commerce expansion.
Alphabet plans its first yen bond issuance to help finance rising AI infrastructure and cloud computing investments.
Anthropic gained access to the Colossus 1 AI supercomputer to expand Claude AI model capacity and infrastructure scale.