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Astera Labs and Nebius Compete for AI Infrastructure Market Share in 2026

Astera Labs and Nebius Compete for AI Infrastructure Market Share in 2026

Astera Labs and Nebius Compete for AI Infrastructure Market Share in 2026
FactFable FactFable
“GPUs Are the New Ad Servers”: The Meta Earnings Thesis to Watch

“GPUs Are the New Ad Servers”: The Meta Earnings Thesis to Watch

Explaining the strategic thesis that Meta's massive investment in GPUs is creating the new engine for its business, much like ad servers did.
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US Tech Giants Plan Massive Increase in AI-Driven Capital Expenditure by 2026

US Tech Giants Plan Massive Increase in AI-Driven Capital Expenditure by 2026

US Tech Giants Plan Massive Increase in AI-Driven Capital Expenditure by 2026
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Amazon's Strategic Shift: Investment in AI Engineering Over Frontier Research

Amazon's Strategic Shift: Investment in AI Engineering Over Frontier Research

Amazon's Strategic Shift: Investment in AI Engineering Over Frontier Research
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GlobalFoundries and U.S. Department of Commerce Partner to Boost Silicon Photonics

GlobalFoundries and U.S. Department of Commerce Partner to Boost Silicon Photonics

GlobalFoundries and U.S. Department of Commerce Partner to Boost Silicon Photonics
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Nvidia and OpenAI Discuss $250 Billion Backstop for AI Data Center in Ohio

Nvidia and OpenAI Discuss $250 Billion Backstop for AI Data Center in Ohio

Nvidia and OpenAI Discuss $250 Billion Backstop for AI Data Center in Ohio
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Nvidia and OpenAI Discuss $250 Billion Backstop for AI Infrastructure Expansion

Nvidia and OpenAI Discuss $250 Billion Backstop for AI Infrastructure Expansion

Nvidia and OpenAI Discuss $250 Billion Backstop for AI Infrastructure Expansion
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Meta and BlackRock Announce $14 Billion Investment in Texas Data Center for AI Expansion

Meta and BlackRock Announce $14 Billion Investment in Texas Data Center for AI Expansion

Meta and BlackRock Announce $14 Billion Investment in Texas Data Center for AI Expansion
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SK Hynix ADRs Slump Below US IPO Price Amid Semiconductor Stock Selloff

SK Hynix ADRs Slump Below US IPO Price Amid Semiconductor Stock Selloff

SK Hynix ADRs Slump Below US IPO Price Amid Semiconductor Stock Selloff
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Retail Traders Focus on Major Stocks Amid AI Investments and Contract Wins

Retail Traders Focus on Major Stocks Amid AI Investments and Contract Wins

Retail Traders Focus on Major Stocks Amid AI Investments and Contract Wins
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Vince Fong Participates in Datacloud USA 2026 to Discuss AI Infrastructure

Vince Fong Participates in Datacloud USA 2026 to Discuss AI Infrastructure

Vince Fong Participates in Datacloud USA 2026 to Discuss AI Infrastructure
Reuters Reuters
AMD signs AI data center deal with Core Scientific

AMD signs AI data center deal with Core Scientific

July 28 (Reuters) - AMD on Tuesday signed a deal with Core Scientific to secure up to 2.5 gigawatts of data center capacity as the chip firm expands infrastructure to meet growing demand for AI computing.