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DigitalBridge Acquires ArcLight in $1-Billion Deal to Enhance Power and AI Infrastructure

DigitalBridge Acquires ArcLight in $1-Billion Deal to Enhance Power and AI Infrastructure

DigitalBridge Acquires ArcLight in $1-Billion Deal to Enhance Power and AI Infrastructure
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DigitalBridge and ArcLight Merge to Form Leading Asset Manager in Power and Digital Infrastructure

DigitalBridge and ArcLight Merge to Form Leading Asset Manager in Power and Digital Infrastructure

DigitalBridge and ArcLight Merge to Form Leading Asset Manager in Power and Digital Infrastructure
TheStreet TheStreet
Elon Musk sends startling message on SpaceX, Tesla merger

Elon Musk sends startling message on SpaceX, Tesla merger

Two of the most valuable companies on the planet share one chief executive, overlapping workforces, and billions of dollars in cross-company transactions. Wall Street cannot stop asking whether Elon Musk will fold SpaceX and Tesla into a single entity. That speculation surged after reports ...
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Keystone Infra Advances Data Center Development Amidst Strong Q1 2026 Performance

Keystone Infra Advances Data Center Development Amidst Strong Q1 2026 Performance

Keystone Infra Advances Data Center Development Amidst Strong Q1 2026 Performance
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Marvell Technology Projects Strong Revenue Growth Driven by Data Center Demand

Marvell Technology Projects Strong Revenue Growth Driven by Data Center Demand

Marvell Technology Projects Strong Revenue Growth Driven by Data Center Demand
TheStreet TheStreet
AI hardware CEO sounds alarm on major demand problem

AI hardware CEO sounds alarm on major demand problem

Semtech Corporation (SMTC) stock is up roughly 113% this year as investors pile into companies tied to the AI infrastructure buildout. But what really stood out from the company’s first-quarter earnings call was CEO Hong Hou warning that demand for key AI networking components is now “outpacing ...
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AI Infrastructure in 2026: New Dynamics and Challenges

AI Infrastructure in 2026: New Dynamics and Challenges

AI Infrastructure in 2026: New Dynamics and Challenges
Reuters Reuters
Marvell sees custom chip revenue topping $10 billion by 2029 as AI demand grows

Marvell sees custom chip revenue topping $10 billion by 2029 as AI demand grows

By Anhata Rooprai May 27 (Reuters) - Marvell Technology forecast on Wednesday its custom chip business would surpass $10 billion in revenue in fiscal 2029, as cloud companies expand AI data centers and invest in custom chips to reduce reliance on Nvidia's processors.
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Keysight Technologies Reports Record Q2 Earnings Driven by AI and Communications Growth

Keysight Technologies Reports Record Q2 Earnings Driven by AI and Communications Growth

Keysight Technologies Reports Record Q2 Earnings Driven by AI and Communications Growth
Reuters Reuters
Nebius shares jump as former OpenAI employee's fund buys stake

Nebius shares jump as former OpenAI employee's fund buys stake

May 28 (Reuters) - Nebius Group's shares climbed 6.4% on Thursday after a fund run by former OpenAI employee Leopold Aschenbrenner disclosed a stake in the AI infrastructure firm.
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Keystone Infra Expands Data Center Development Amidst Strong Q1 2026 Results

Keystone Infra Expands Data Center Development Amidst Strong Q1 2026 Results

Keystone Infra Expands Data Center Development Amidst Strong Q1 2026 Results
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Big Tech's Influence on AI Infrastructure: The Strategic Role of Power and Land

Big Tech's Influence on AI Infrastructure: The Strategic Role of Power and Land

Big Tech's Influence on AI Infrastructure: The Strategic Role of Power and Land