In March 2026, Piper Sandler named CoreWeave its top pick in the AI infrastructure market, citing the company's scalable, high-density data center capacity tailored for AI workloads. This endorsement ...
Hyperscale cloud providers are aggressively investing in AI data centers, pushing debt to levels not seen since the dot-com bubble. While the industry remains bullish on AI’s promise, rising bond yiel...
AWS announced on August 3, 2026, a price reduction for GPT models in its Bedrock service and launched CloudWatch managed collectors for Prometheus metrics. These updates aim to reduce AI inference cos...
Substrate AI has launched a dedicated REIT to finance AI data center infrastructure, aiming to accelerate capital deployment for facilities optimized for next-generation AI workloads. The REIT structu...
UK semiconductor startup OLIX has raised $312 million to accelerate development and production of its AI inference chips. The funding will support chip design, manufacturing scale-up, and partnerships...
Marvell Technology is intensifying its focus on custom ASICs to meet growing AI infrastructure demands, aiming to increase revenue and push its stock price above $230. The company’s strategy targets h...
Supabase launched an open-source framework on August 1, 2026, to benchmark AI coding models including Anthropic's Claude and OpenAI's Codex. The platform provides standardized, transparent tools for d...
Origis Energy has added 500MW of solar capacity at its Rockhound complex in West Texas, bringing the site close to 1GW operational capacity. This expansion supports growing electricity demand from dat...
CleanCore Solutions has signed a 10-year colocation agreement with Cerebras Systems to provide dedicated AI compute infrastructure for CrowdStrike’s AI-powered cybersecurity platform. This partnership...
ChipAgents raised $134 million in a Series A funding round led by Micron and MediaTek to expand its agentic AI platform for semiconductor chip design. The funding aims to accelerate autonomous design ...