Explore MarketSpeaker's latest reporting, research, and expert analysis tagged with "ai infrastructure", collected in one continuously updated archive.
Google will pay SpaceX $920 million per month for access to approximately 110,000 Nvidia GPUs and AI infrastructure.
Marvell shares surged after Nvidia CEO Jensen Huang described the company as the next potential trillion-dollar business, highlighting its growing role in AI infrastructure and networking.
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.
Sakura Internet shares jump over 20% after Microsoft announces AI infrastructure expansion in Japan.
Nvidia invests $2 billion in CoreWeave, reinforcing its push into AI-focused cloud infrastructure.
Nvidia says its Vera Rubin AI infrastructure is now in full production and delivers five times the performance of Blackwell.