AMD shares slide after revenue forecast beats but fails to wow investors
AMD reported strong quarterly results with data center revenue more than doubling, but investors were disappointed by the modest guidance beat given sky-high ex
Reuters · +15 outlets
SpaceX revenue jumps 92% in first post-IPO earnings, stock falls on AI capex costs
SpaceX beat revenue estimates in its first public earnings, but shares dropped as investors focused on the heavy spending for Musk's AI ambitions.
AI News & Artificial Intelligence · +14 outlets
Hyperscalers commit nearly $600 billion to AI infrastructure capex
Big Tech cloud giants are pouring massive capital into data centers, with AI infrastructure spending surpassing $1 trillion globally.
Indiatimes · +14 outlets
Infineon lifts FY outlook as AI power chip demand drives record quarterly sales
Infineon reported a strong revenue forecast beat driven by rising demand for power chips used in AI data centers.
Bloomberg.com · +8 outlets
AWS CEO says AI supply is mostly 'spoken for' through 2028
Amazon's AWS chief signaled tight AI infrastructure supply for years ahead, reinforcing the scale of the AI buildout.
24/7 Wall St. · +11 outlets
Anthropic signs $10B deal with AI cloud startup Volta
Anthropic struck a massive $10 billion partnership with AI cloud startup Volta, which also announced a $2.4 billion valuation.
AI News & Artificial Intelligence · +9 outlets
On Semiconductor diverts chip supply from autos to AI data centers, stock surges
ON Semiconductor said AI demand took priority over automakers, with the company shifting chip supply to data centers.
Benzinga · +14 outlets
BofA sees AI capex rising nearly 50% in 2027
Bank of America forecasts AI capital expenditure could surge by nearly 50% next year as hyperscalers continue building out infrastructure.
investingLive · +5 outlets
TSMC affiliate GUC posts record revenue as turnkey AI chip design surpasses 80%
Global Unichip Corp reported record revenue as the shift to turnkey AI chip design accelerates, signaling a shift in the chip design era.
Tech Times · +2 outlets
Caterpillar smashes records with $20.5B quarter on AI data center construction
Caterpillar reported record quarterly revenue fueled by surging demand for construction equipment for AI data center builds.
BBN Times · +7 outlets
Texas halts new data centers as governor calls for audits
Texas paused approvals for new data center construction amid power grid strain, a sign of infrastructure bottlenecks.
AI News & Artificial Intelligence · +14 outlets
AI revenue hits $100B from zero two years ago, Wall Street warns of SaaS trap
AI revenue has grown to $100 billion in two years, but analysts warn of a potential 'SaaS trap' as spending outpaces sustainable returns.
AOL.com · +4 outlets
Arthur Hayes compares AI infrastructure boom to 2008 bubble, sees Bitcoin reaching $1M
BitMEX co-founder Arthur Hayes warned the AI capex cycle resembles a credit bubble that could burst, potentially benefiting Bitcoin.
KuCoin · +5 outlets
AI server shipments forecast raised to 31% YoY growth in 2026
Analysts raised the AI server shipment forecast for 2026 as hyperscaler demand continues to accelerate.
Evertiq · +14 outlets
SanDisk stock jumps on new AI memory milestone with SK Hynix
SanDisk shares rallied ahead of earnings after announcing a memory milestone with SK Hynix tied to AI demand.
BeInCrypto · +14 outlets
Arista forecasts upbeat revenue on AI-driven networking demand
Arista Networks issued a bullish revenue outlook driven by demand for high-speed networking in AI data centers.
AOL.com · +14 outlets
DRAM chip prices expected to rise again as agentic AI grows
Counterpoint Research forecasts a new round of DRAM price increases driven by rising demand from agentic AI workloads.
GamesBeat · +14 outlets
US reportedly plans to ban Chinese optical transceiver imports
Proposed U.S. restrictions on Chinese optical transceivers could raise costs and slow AI infrastructure expansion.
Global Times · +14 outlets