Nvidia and Wall Street firms are raising $500 billion to finance AI compute infrastructure, with a plan to help keep older GPUs productive and financed through

Cisco reported strong quarterly earnings and raised its 2027 revenue outlook, citing a surge in AI-related networking orders reaching $9.3 billion, but shares f

The chip equipment maker beat Q3 estimates and raised its Q4 outlook as surging AI chip demand drives semiconductor equipment spending.

The AI chip designer beat earnings expectations and raised its full-year outlook, but shares sank as investors were disappointed that results did not exceed alr

China's largest foundry saw profit jump over 200% as domestic AI chip demand surged, highlighting the strength of China's semiconductor push despite US export c

Lenovo reported a 43% revenue jump with its AI server business now crossing 50% of total revenue and shares surging 20% on the results.

CEO Ali Ghodsi initially sought $1 billion but settled on $5 billion at a $190 billion valuation as investor appetite for AI companies proved massive.

Jensen Huang cautioned that if Chinese companies optimize AI models for Huawei hardware instead of American chips, it could have severe consequences for US chip

SpaceX has joined the hyperscaler club with 1.4 GW of AI compute capacity online and plans to reach 10 GW, with Microsoft reportedly as the key customer.

Apple supplier Foxconn reported AI server revenue crossing 50% of its total revenue as AI infrastructure buildout accelerates.

Microsoft is simplifying Copilot by merging consumer and business apps and dropping AI-generated podcasts, Group Chats, and Deep Research.

CoreWeave reported a backlog of $104 billion and announced $35-$39B capex plans, with shares surging on sustained AI buildout signs.

The AI infrastructure company reported a massive surge in cloud revenue, with shares jumping 34% as it found new ways to finance AI buildouts.

OpenAI is launching a sped-up preview version of its latest model aimed at enterprise users who need faster inference.

Oracle is cutting jobs as it redirects spending to cover soaring AI data center bills, highlighting the cost pressures of the AI buildout.

SK Hynix, SanDisk, and Micron all jumped as memory chip demand from AI data centers continues to accelerate.

Tencent's AI capex jumped 66% as its massive spending on AI infrastructure pushes free cash flow negative, sparking valuation debate.

Lenovo's strong AI server results lifted HPE shares 8% as the AI infrastructure spending cycle benefits server makers broadly.