Nvidia’s Q2 FY2026 results show record $46.7B revenue and 72% margins, driven by Blackwell AI chips, but risks loom from customer concentration and U.S.-China tensions.
Browsing: AI infrastructure
Meta has signed a six-year, $10 billion deal with Google Cloud to power its massive AI-driven computing needs and expand global data center capacity.
Oracle Chief Security Officer Mary Ann Davidson, a leading figure in cybersecurity since 1988, has left the company amid reorganization and AI-driven cost-cutting measures.
Oracle integrates OpenAI’s GPT-5 across its database suite and SaaS applications, enhancing coding, reasoning, automation, and enterprise insights with advanced generative AI capabilities.
The Trump administration has launched their own “Manhattan Project,” as reports have suggested one of America’s largest chipmakers could be partly nationalized
Foxconn and SoftBank partner to produce data center equipment at the former Ohio EV plant, advancing the $500B Stargate project to boost U.S. AI infrastructure.
Google Cloud is steadily carving out a bigger space for itself with stronger AI tools, strategic partnerships, and major enterprise wins like ServiceNow.
Alphabet boosts 2025 CapEx to $85 billion as Google Cloud and AI services drive record earnings, signaling a deepening investment in cloud and AI infrastructure.
OpenAI and SoftBank scale back their $500B Stargate project, shifting focus to a smaller AI data center amid internal disagreements and evolving priorities.
Jensen Huang sells over $49M in Nvidia stock as the company leads the AI chip market, powering industries from healthcare to automotive and global AI infrastructure.
Meta is building one of the largest AI data centers, Hyperion, in Louisiana to deliver 5 gigawatts of compute power. But while Meta pushes forward with its Prometheus AI supercluster and next-gen labs, critics are raising alarms over the massive water consumption tied to cooling these facilities, as seen in similar projects by Google and Microsoft across water-stressed U.S. regions.
CoreWeave’s $9 billion acquisition of Core Scientific boosts its AI infrastructure with 1.3 gigawatts capacity, driving faster growth and long-term cost savings.
xAI has secured a total of $10 billion in fresh funding to accelerate further in AI space by expanding its AI infrastructure and develop its flagship Grok platform
Oracle has signed a game-changing $30B annual cloud deal set to kick in by FY2028. With booming cloud growth, major AI ventures like Stargate, and a massive $138B sales backlog, Oracle is quickly emerging as a top player in the cloud and AI infrastructure space.
Amazon states that this project would help create at least 500 new high-skilled jobs while supporting thousands of other jobs in the Amazon Web Services (AWS) data center supply chain
On Friday, CoreWeave announced a new $4 billion deal with OpenAI to grow its cloud computing capacity for handling artificial intelligence, according to Bloomberg.
This AI Zone is believed to be the first of its kind and is expected to bring together multiple innovative capabilities, including dedicated AWS AI infrastructure and servers with world-class semiconductors.