Stocks
Navitas Targets $13.5M Q3 Revenue, AI Infrastructure to Drive 1/3 Sales
Navitas Semiconductor projects $13.5M Q3 revenue and aims for AI infrastructure to comprise over a third of sales by year-end, following 22%...
#ai infrastructure 8 articles
Markets
CoreWeave’s Trillion-Dollar Ambition Faces Gigawatt Ownership Challenge
CoreWeave aims for a $1 trillion valuation by 2030, driven by its aggressive expansion in AI data center capacity. However, financial hurdles...
Investing
Brookfield: India Data Centers Drive Renewable Energy Opportunity
Brookfield Asset Management sees India's burgeoning data center market as a significant opportunity for its renewables business, despite broader investor concerns about...
Markets
ON Semiconductor, Rockwell Automation: AI Inference Drives Future Gains
As AI spending shifts from data center build-outs to inference, ON Semiconductor and Rockwell Automation emerge as key beneficiaries, poised for significant...
Stocks
Alphabet Seeks $80 Billion Capital for AI Infrastructure Expansion
Alphabet plans to raise $80 billion in equity capital through public offerings, an at-the-market program, and a private placement with Berkshire Hathaway...
Stocks
Anthropic Inks $45B SpaceX Deal for AI Infrastructure
Anthropic (ANTHRO) will pay SpaceX (SPACE) nearly $45B over three years to support its AI model Claude, securing capacity amidst surging demand.
Markets
Optical Growth, Strategic Deals Propel Marvell Stock Up 5%
Marvell Technology shares rose nearly 5% today following positive analyst remarks highlighting the semiconductor maker's optical components business and strategic deals. The...
Markets
Oracle’s $553 Billion Backlog Challenges Wall Street’s Bearish Stance for 2026
Despite a more than 50% stock decline in six months, Oracle's $553 billion backlog, driven by immense AI infrastructure demand, suggests a...