Big Tech earnings show how big, smart spending can be rewarded by the market
I am growing tired of the endless bubble talk about all of the data center spending. It's obvious from this ...
Tag: Arista Networks Inc
Jim Cramer says the market powered through a tough earnings week but ‘that doesn’t mean we’re out of the woods yet’
CNBC's Jim Cramer said the market just powered through the toughest week of earnings "with flying colors," but warned that ...
OpenAI’s data center pivot underscores Wall Street spending concerns ahead of IPO
Sam Altman, chief executive officer of OpenAI Inc., speaks during BlackRock's 2026 Infrastructure Summit in Washington, DC, US, on Wednesday, ...
Nebius jumps 14% after company inks $27 billion infrastructure deal with Meta
In an aerial view, a billboard advertising an artificial intelligence (AI) company is posted on Sept. 16, 2025 in San ...
AI chipmaker Cerebras namedropped by Oracle, alongside Nvidia and AMD
As AI chipmaker Cerebras angles for an eventual IPO, the company appears to have landed a significant cloud-computing customer: Oracle. ...
Oracle stock jumps 7% on earnings beat and increased guidance as cloud revenue climbs 44%
Oracle CEO Clay Magouyrk participates in a roundtable on a ratepayer protection pledge in the Indian Treaty Room of the ...
Nvidia backs AI data center startup Nscale as it hits $14.6 billion valuation
AI data center startup Nscale has raised $2 billion at a $14.6 billion valuation, the company announced on Monday, as ...
Nvidia to invest $4 billion in two photonics companies
Jensen Huang, chief executive officer of Nvidia Corp., speaks during the 2026 CES event in Las Vegas, Nevada, US, on ...
CoreWeave shares slip 8% as quarterly revenue guidance disappoints
Michael Intrator, Chief Executive Officer of CoreWeave Inc., speaks during an interview with CNBC on the floor at the New ...
OpenAI resets spending expectations, tells investors compute target is around $600 billion by 2030
Sam Altman, CEO of OpenAI, is pictured on Sept. 25, 2025, in Berlin.Florian Gaertner | Photothek | Getty ImagesOpenAI is ...
