Explore MarketSpeaker's latest reporting, research, and expert analysis tagged with "ai infrastructure", collected in one continuously updated archive.
GoPro has agreed to a $285 million merger with Starman Optical that will keep the action-camera maker publicly traded while expanding its technology into AI infrastructure, commercial and defense markets.
Caterpillar has dropped about 22% since Michael Burry disclosed his short position on June 30, validating one of his highest-profile bearish bets.
The Wall Street Journal estimates that major U.S. technology companies have nearly $3 trillion in future AI-related commitments beyond their reported capital expenditures.
Anthropic is reportedly negotiating a $6 billion acquisition of Israeli AI startup Decart to strengthen its AI infrastructure and chip optimization capabilities.
New financing platforms turn NVIDIA compute and full-stack AI infrastructure into an investable asset class for global capital, broadening access to AI factories, enabling long-duration usage-linked revenue while supporting NVIDIA’s ecosystem growth across hardware sales and software adoption.
Leopold Aschenbrenner’s Situational Awareness hedge fund reportedly lost around 90% of its value in just four weeks after heavily leveraged bets on AI infrastructure unraveled during a sharp sector-wide selloff.
NVIDIA has fallen 18.5% from its record high, wiping out nearly $1 trillion in market value as investors reassess AI spending and semiconductor valuations.
NVIDIA is reportedly discussing up to $250 billion in financing guarantees for OpenAI’s planned 10-gigawatt AI data center project in Ohio.
SK Group and NVIDIA announced a partnership worth more than $500 billion to expand AI infrastructure and next-generation memory technologies.
Microsoft is heading for its worst month since 2000 as investors question whether its massive AI investments will generate adequate returns.
OpenAI introduced Jalapeño, a custom AI inference chip developed with Broadcom and designed to improve the efficiency and performance of running large language models.
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.
Michael Burry criticized the financing structure behind Nvidia GPU purchases used by xAI, arguing that complex off-balance-sheet arrangements obscure risk while shifting exposure to investors through private credit markets.