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Anthropic signed a nearly $45 billion agreement with SpaceX for AI computing infrastructure supporting Claude models.
Nvidia reported $81.6 billion in first-quarter 2026 revenue as AI infrastructure demand remained exceptionally strong.
Google and Blackstone launched a new U.S.-based AI infrastructure company built around Google’s TPU chips, aiming to compete with Nvidia and cloud computing firms like CoreWeave.
Cisco plans to cut 4,000 jobs as part of an AI-driven business transformation after reporting stronger-than-expected earnings and raising its outlook.
Alibaba’s profit dropped 84% as the company increased spending on AI infrastructure and quick-commerce expansion.
Google is reportedly in talks with SpaceX about launching orbital data centers as tech companies explore new ways to expand AI computing infrastructure.
Alphabet plans its first yen bond issuance to help finance rising AI infrastructure and cloud computing investments.
Wall Street analysts are increasingly optimistic that Amazon could eventually reach a $3 trillion market value as growth in AWS and logistics continues accelerating.
Alphabet is rapidly narrowing the gap with Nvidia as both companies approach a combined market value above $10 trillion amid the ongoing AI boom.
Akamai shares jumped 20% after the company reported strong quarterly earnings and announced a $1.8 billion AI infrastructure agreement.
Microsoft will lose exclusive rights to OpenAI models, allowing broader distribution as the partnership evolves and revenue-sharing terms change.
Nvidia and Google announced a major partnership to develop AI infrastructure, combining hardware and software to advance ‘physical’ and agentic AI systems.
Samsung SDS stock surged after KKR agreed to invest $820 million via convertible bonds, forming a strategic partnership focused on AI expansion.
Allbirds shares skyrocketed after the struggling footwear brand announced a pivot to AI infrastructure, signaling a dramatic shift in its business model.
Oracle stock rises after expanding its Bloom Energy deal to power AI data centers.