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NVIDIA AI INFRASTRUCTURE
S&P Global flags potentially hidden AI debt at hyperscalers as AI spending surgesS&P Global warned that hyperscalers could be carrying more AI related debt than currently visible through financing structures linked to da...- China's AI data centre boom faces Return-on-Investment test as financing costs rise: Goldman SachsGoldman Sachs examined three business models in China's data centre sector: traditional powered-shell facilities, integrated AI data centre...
- Santander builds AI capabilities using Nvidia AI infrastructureBanco Santander SA: * NEW AI COLLABORATION MILESTONE WITH NVIDIA * BUILDS AI CAPABILITIES USING NVIDIA AI INFRASTRUCTURE * HAS BEEN PROGRES...
- Microsoft pulls out of UK data center deal with Nscale: TelegraphThe US tech giant, one of Nscale's two largest customers, recently terminated its agreement for the data center in Loughton, Essex, accordi...
- AI race may depend more on access to power, infrastructure than chip supply: Morgan StanleyThe assessment comes as rapid investment in AI infrastructure threatens to outpace the availability of electricity, raising concerns that s...
- AI race may depend more on access to power, infrastructure than chip supply: Morgan StanleyAccording to Morgan Stanley's latest analysis, the burgeoning AI infrastructure market is on track to experience a dire electricity shortfa...
- As India buys more AI chips, the real test is to keep them runningIndustry leaders said businesses must pay closer attention to the systems around their processors, which actually decide the return on thei...
- CoreWeave stock wipeout exposes divide between AI fear and greedCoreWeave Inc. is navigating turbulent stock trends due to climbing bond yields and investor trepidation over its debt, raising fears of de...
- Investors temper Anthropic IPO valuation expectations over revenue growth slowdownSome investors who attended Anthropic's investor day on Wednesday in San Francisco discussed a valuation of around $1.5 trillion, three of ...
- AI stock selloff eases as investors buy on dips amid falling bond yieldsA selloff in risky AI-linked stocks eased as buyers returned to technology amid falling bond yields. CoreWeave experienced significant stoc...
- CoreWeave's slump puts spotlight on debt behind AI boomThe loss-making AI cloud company, burdened with about $50 billion in debt, has become the poster child for mounting concerns that the data ...
- US stocks: CoreWeave's slump puts spotlight on debt behind AI boomCoreWeave's financial distress is highlighted by its $50 billion debt and significant default risks, causing stock prices to drop. Investor...
- AI cloud unicorn Neysa eyes 2027-end IPO, plans new Nvidia, AMD chips and own data centresCofounder and CEO Sharad Sanghi told ET AI the firm is seeing demand from Indian customers and global companies looking to use India as a c...
- Microsoft Azure is not taking cost-cutting measures, says software giant spokesperson amidst AI overhaul reportsMicrosoft has announced the next generation of its custom AI chip and said it plans to deploy potentially more than a million of them next ...
- Nvidia's valuation nears $6 trillion, but employees pay for their own lunch; here's a look at Jensen Huang's workplace culture, perks and other benefitsJensen Huang leads the company and he has built a workplace culture that differs from the free meals, recreational facilities and other ben...
- Scaleway to build AMD-powered AI supercomputer in SwedenScaleway is embarking on an ambitious project to build an AI supercomputer in Sweden, which will significantly bolster the European AI infr...
- NVIDIA opens AI data centre designs as it pushes for industry-wide standardsNVIDIA is collaborating with Google, Meta, AMD, and Cisco to set standards for AI data centres. This partnership aims to create common blue...
- Microsoft plans huge deployment of its own AI chips, with an eye on saving costsThe Maia 300, as the chip is called, is the third generation of the company's custom chips designed to handle AI data crunching such as cod...
- Harsh Goenka says Nvidia alone is worth more than India's entire stock market, US chipmaker valued higher than all listed Indian companies combinedIndustrialist Harsh Goenka has shared a comparison showing Nvidia’s $5.5 trillion market capitalisation exceeding the combined $4.4 trillio...
- OpenAI revenue shock sends Nvidia, Oracle and CoreWeave stocks lower today. Here's what happenedOpenAI’s annualized revenue reached about $50 billion at the end of September, nearly $20 billion below earlier reports. The update sent Nv...
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