CoreWeave is in turn pouring billions into concrete, steel, and power infrastructure, and investors cheer every new megawatt as if it automatically increases the company’s value. CoreWeave’s stock ...

On July 30, 2025, in its earnings release for Q4 2025, Microsoft Corporation (NASDAQ:MSFT) reported an 18% year-over-year ...

Are bills like SB 53 the thing that will stop us from beating China? No,” said Adam Billen, vice president of public policy ...

I think vendor financing has a pretty spotty history, frankly. It’s been a feature of past bubbles that we’ve seen. NVIDIA Corp (NASDAQ:NVDA) is basically giving hundreds of millions here.

According to the Financial Times, the computing capacity could cost nearly $600 billion, with about $350 billion potentially going to Nvidia for its advanced chips used to train and deploy AI models.

Sora is now the No. 3 most downloaded app on Apple’s App Store. It’s launching a new wave of user-generated AI videos.

CoreWeave has agreed to provide Meta Platforms with up to $14.2 billion in computing capacity through 2031, marking one of ...

South Korea's top presidential adviser, Kim Yong-beom, said on Wednesday OpenAI was seeking to order 900,000 semiconductor ...

What does Cerebras Systems, the first successful waferscale computing commercializer and a contender in the race to provide ...

UiPath used its Fusion 25 stage to shift automation from one-off tasks to orchestrated systems. New tools for documents and testing, plus pre-built industry solutions, frame its case for agentic ...

Stock indexes erased early declines and turned higher Wednesday, shaking off a U.S. government shutdown and a surprising ...

Stargate, a $500 billion AI infrastructure initiative that is central to Washington's push for dominance in the field, has ...