Nvidia is orchestrating a $500 billion financing deal with Wall Street to fund AI compute infrastructure, raising concerns about a circular financing web and wh

China's top foundry SMIC beat earnings estimates with record quarterly revenue above $3 billion and is planning a surprise capacity boost as AI chip demand over

Applied Materials reported a record $9.12B quarter driven by AI chip demand, lifted its 2026 outlook, but shares slipped as investors digested already elevated

Broadcom's AI revenue guidance for 2026 of $56 billion represents a massive jump, while the stock fell 6-7% on a BofA note flagging $370B in AI-related debt.

AMD launched a four-part bond sale to raise nearly $5 billion for growth, as the company steps up its challenge to Nvidia in the AI chip market; AMD shares also

Intel is raising $15 billion through a stock offering to fund capital expenditures for AI compute, signaling the scale of investment needed to compete in the AI

Oracle shares fell on news of a six-month delay to a natural gas pipeline project for its New Mexico AI data center, highlighting energy bottlenecks for AI infr

Microsoft cut its carbon removal investments by 80% even as it ramps up AI infrastructure spending, drawing criticism over climate commitments.

Cisco reported $9.3 billion in AI infrastructure orders as networking demand surges, and its CEO dismissed AI bubble fears, saying the world's strongest compani

Meta released Glimmer, an open-weight AI model anyone can download, while keeping its more powerful Muse Spark model behind APIs, raising questions about Meta's

Cerebras shares tumbled after its second earnings report since IPO, with mixed quarterly results testing the AI chip designer's growth narrative despite expandi

CoreWeave raised its capital expenditure guidance again to $35-39 billion as the neocloud company ramps up AI compute spending, with bulls arguing the market is

A new forecast warns natural gas prices could triple in parts of the US, potentially saddling hyperscalers with massive power bills for AI data centers and crea

Western Digital shares rose as AI-driven demand for storage strengthens, with analysts backing the stock alongside other AI infrastructure plays.

Lenovo reported a record quarter with 43% revenue surge driven by AI hardware demand and memory shortages, putting its $100 billion revenue target within reach.

Alphabet shares extended gains as its AI-driven cloud business and $200 billion capex plan boosted Q2 momentum, with analysts predicting huge profit growth from

Nebius Group reported a 454% revenue surge in Q2, with the company finding new ways to finance AI infrastructure as demand for AI cloud services explodes.

Databricks settled on a $5 billion funding round at a $190 billion valuation after investors sought to put in $15 billion, highlighting intense demand for AI in