Nebius Group shares skyrocket 40% as the AI infrastructure provider lands a massive $17.4 billion GPU deal with Microsoft, marking the company's first major contract in what CEO expects to be a series of lucrative partnerships with tech giants.
OpenAI's revenue soars past $13 billion annually despite $12 billion quarterly losses, with CEO Sam Altman projecting the AI giant could hit $100 billion by 2027 through massive infrastructure partnerships with Nvidia, Broadcom, and Oracle backed by $1.4 trillion in financial commitments.
Microsoft and Nvidia pour $15 billion into AI startup Anthropic, catapulting the company's valuation to a staggering $350 billion and nearly doubling its worth from September as the tech giants secure massive compute deals worth tens of billions.
Michael Burry's hedge fund places massive $1.1 billion bet against AI giants Nvidia and Palantir through put options, wagering their stock prices will fall in the near term despite the companies' strong AI market positions.
Nvidia CEO Jensen Huang announces staggering $500 billion in AI chip orders through 2026 while reporting third-quarter earnings showing 56% year-over-year growth, with the company securing major deals including $10 billion with OpenAI and maintaining dominant 90% market share in AI processors.
Arm and Nvidia forge groundbreaking partnership enabling seamless integration between Arm-based Neoverse CPUs and Nvidia AI chips through NVLink Fusion technology, revolutionizing data center infrastructure as major cloud providers develop custom processors optimized for AI workloads.
Peter Thiel's hedge fund completely dumps its $100 million Nvidia stake amid growing investor skepticism about AI market valuations, joining Michael Burry and SoftBank in bearish bets as hedge fund sentiment splits evenly on whether AI companies can prove profitable.
NVIDIA unveils Apollo AI models that accelerate scientific simulations by up to 500x across semiconductor, aerospace, automotive, and weather industries, with major companies like Applied Materials and Siemens already adopting the technology for real-time digital twins and computational engineering breakthroughs.
Google commits $40 billion to build massive cloud and AI data centers across Texas through 2027, creating over 1,700 electrical apprenticeships and generating 6,200+ megawatts of new energy capacity including solar power integration.
Anthropic joins a $50 billion AI infrastructure investment wave alongside tech giants, even as Morgan Stanley analysts warn the surging energy demand could trigger a 20% US power shortfall for data centers by 2028, prompting experts to urgently call for an 'all of the above' energy strategy — including nuclear …