Keyword → data center

Meta and CoreWeave Seal $21 Billion AI Cloud Deal Through 2032, Powered by NVIDIA Vera Rubin

CoreWeave and Meta Platforms announced an expanded $21 billion agreement on Thursday to provide AI cloud computing capacity through December 2032, including early deployments of NVIDIA's next-generation Vera Rubin platform, bringing total Meta commitments to CoreWeave to $35 billion and signaling surging long-term demand for AI infrastructure.

Nvidia Expands Blackwell Ultra GPU Production to Meet Record AI Infrastructure Demand

Nvidia announced a major ramp-up in Blackwell Ultra GPU production, citing record orders from hyperscalers and sovereign AI programs worldwide. The company indicated Q1 2026 data center revenue is on pace to surpass the prior quarter's record, driving renewed momentum across the semiconductor supply chain from TSMC to Micron.

NVIDIA Commits $2 Billion to Nebius in AI Data Center Partnership Targeting 5 Gigawatts by 2030

NVIDIA announced a $2 billion strategic investment in Amsterdam-based AI cloud provider Nebius Group on Wednesday, deepening a partnership aimed at deploying more than 5 gigawatts of NVIDIA-powered AI infrastructure by the end of 2030. Nebius shares surged more than 10% on the news, as the deal reinforces NVIDIA's strategy of investing in companies that purchase its chips at hyperscale.

AI Infrastructure Spending Continues to Dominate Global Technology Budgets

Corporate technology spending continues to shift toward artificial intelligence infrastructure as companies race to deploy advanced computing capabilities. The trend is fueling demand across semiconductors, networking hardware, cloud platforms, and data-center equipment suppliers, reinforcing AI as one of the most powerful structural themes shaping equity markets.

Nvidia Holds $5 Trillion Crown as Alphabet Joins Mega-Cap Club Amid AI Spending Surge

Nvidia continues to anchor a historic rally in large-cap technology after cementing its position as the first publicly traded company to sustain a $5 trillion market capitalization, while Alphabet joined Microsoft and Apple in the $4 trillion tier following a favorable antitrust ruling, as semiconductors and AI infrastructure spending redefine valuation ceilings on Wall Street.

Broadcom Posts Q1 FY2026 Earnings After Bell; AI Chip Revenue Expected to Double to $8.2 Billion

Broadcom reports its first-quarter fiscal year 2026 results Wednesday after market close, with analysts forecasting revenue of $19.21 billion — a 29% year-over-year increase — and earnings per share of $2.02. The AI semiconductor division is projected to generate approximately $8.2 billion, effectively doubling from a year ago, fueled by massive hyperscaler demand and a reported $73 billion AI chip backlog including a new $11 billion Anthropic order.

Nvidia Posts Record Quarter but Shares Slide on AI Spending Concerns and Macro Headwinds

Nvidia reported fiscal fourth-quarter revenue of $68.13 billion and EPS of $1.62, both surpassing consensus estimates by wide margins — with data center revenue alone climbing 75% year-over-year to $62.3 billion. Despite what Morgan Stanley called the largest and cleanest beat in semiconductor history, shares fell more than 5% over two sessions as investors grew increasingly uneasy about whether hyperscaler AI capital expenditure is sustainable at current levels.

Nvidia Posts Record $68 Billion Quarter but Shares Fall as Wall Street Demands More

Nvidia delivered its largest quarterly revenue beat in semiconductor history, reporting $68.13 billion in fiscal Q4 2026 revenue — up 73% year over year — and adjusted EPS of $1.62, topping the $1.53 consensus. Yet shares slid nearly 5% on Thursday as investors, skeptical of AI capital expenditure sustainability, demanded proof of monetization rather than infrastructure growth alone.

Nvidia Reports Fiscal Q4 Earnings After the Bell, AI Industry Watches Closely

Nvidia is set to release its fiscal fourth-quarter results after Wednesday's closing bell, with analysts expecting revenue of approximately $65.7 billion — a roughly 67% year-over-year surge — fueled by relentless demand for its Blackwell AI chips. The report is widely regarded as a referendum on the sustainability of the global AI infrastructure spending boom, with hyperscalers committing a collective $650 billion in AI capital expenditures for 2026.