Software
OpenAI Secures 4.5 GW of Data Center Power From Oracle in Record-Breaking Deal
The massive agreement underscores AI’s soaring infrastructure demands under the $500B Stargate project OpenAI has agreed to lease 4.5 gigawatts...
Oracle Secures Massive $30 Billion Cloud Deal, Signaling Major Market Expansion
Record-setting agreement expected to triple Oracle's cloud infrastructure revenue by fiscal 2028 Oracle Corporation (ORCL) revealed on Monday that it...
CoreWeave Reignites Acquisition Talks With Core Scientific Amid Rising Demand for Computing Power
Bitcoin miner's shares climb 8% as cloud provider revisits deal following rejection of previous $1B offer Cloud infrastructure firm CoreWeave...
Marvell Projects Strong Q2 Growth on AI Chip Demand Surge
Custom AI and Networking Chips Drive Data Center Momentum, Boosting Revenue Forecast Marvell Technology (NASDAQ: MRVL) is riding the wave...
Nvidia Surges as AI Momentum Outweighs China Setbacks in Q1 Earnings
Record Revenue, Strong AI Demand, and Resilience Amid Export Bans Push Stock Toward All-Time High Nvidia (NASDAQ: NVDA) shares surged...
Elon Musk Confirms Tesla and xAI to Continue Buying AI Chips from Nvidia and AMD
xAI Scales Up with 200,000 GPUs Installed, Eyes 1 Million at New Facility Elon Musk said Tuesday that he expects Tesla...
AMD to Sell ZT Systems Manufacturing Business to Sanmina in $3 Billion Deal
Strategic divestiture to strengthen U.S. AI infrastructure with Sanmina partnership, while AMD retains key AI design capabilities AMD (AMD) has...
Trump Administration Eyes AI Chip Deal with Saudi Arabia Amid China Concerns
Proposed Agreement Would Expand Saudi Access to Nvidia, AMD Semiconductors While Seeking Safeguards Against Chinese Diversion The Trump administration is...
AMD Kicks Off 2025 With Strong Q1 Growth Driven by AI and Data Center Demand
Revenue Soars 57% in Data Center Segment as AMD Expands AI Partnerships and Product Leadership Advanced Micro Devices (AMD) delivered...
Palantir Soars in Q1 2025 with 39% Revenue Growth, Raises Full-Year Outlook Amid Soaring U.S. Commercial Demand
CEO touts “tectonic shift” in software adoption as U.S. commercial revenue surpasses $1B run rate Palantir Technologies (PLTR) delivered a...
